At True Wealth, we can handle your tax preparation needs whether you are an individual or a small business. We have highly qualified tax professionals and straight-forward pricing to take the tax worry away.
There's no need to go to the high-priced CPA firm and overpay or go to the cheap tax service with less-than-qualified staffers. At True Wealth, we strike the right balance to deliver great service and advice at a reasonable price.
Individual tax return pricing levels are shown below. For new clients, pricing levels will be specified up front. Businesses will receive a customized engagement letter. Schedule your consultation today.
| 1040 | Level 1 | Level 2 | Level 3 |
| Pricing* (starting at) | $199 | $349 | $549 |
| Accuracy Guarantee | Always | Always | Always |
| Audit Protection | Optional | Optional | Optional |
| Complexity | Lower | Moderate | Higher |
| # of Tax Documents / Forms to Process | Few | Moderate | Many |
| Itemized Deductions (Schedule A) | None | Maybe | Yes |
| Interest & Dividends (Schedule B) | None / Limited | Maybe | Yes |
| Investment Transactions (Schedule D) | None | Maybe | Yes |
| Business or Rental Income (Schedule C, E) | None | May have simple business or a rental property | May have business or a rental properties |
| State | None or simple | None or moderate complexity | None or increasing complexity; multiple states possible |
| City | None or simple | None or moderate complexity | None or increasing complexity; multiple states possible |
| Estimated Tax Vouchers / Underpayment Penalty | None | Maybe | Maybe |
Please note:
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