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:
Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
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