Overview
Because we also handle the bookkeeping for most of our tax clients, returns start from a trial balance we already trust. That means lower prep fees, fewer surprises, and a return that holds up if the IRS or Georgia DOR ever asks for a closer look.
Service options
Choose any of the tax preparation services below, personal, business, federal, or state, or pair them together for a coordinated filing season. If you also need bookkeeping cleanup before the return can be prepared, we will quote that as part of the package so you know the full scope upfront.
Review process
What the typical Cumming tax season looks like with us: we send a portal link and document checklist in late January or early February. You upload documents as you receive them (W-2s, 1099s, mortgage interest, K-1s, etc.). When your file is complete, we prepare the return inside one to two weeks. We send a draft for signature and include a Loom video walking through the return and the key things to note. You review, ask questions, and sign electronically. We e-file to the IRS and Georgia DOR within 24 hours. Acceptance lands within 48 hours. Most refunds direct-deposit inside 21 days.
Best fit
The best fit for our tax preparation service is a straightforward W-2 household, freelancer, side-hustle owner, or small business client whose records are organized enough to prepare accurately. We do not file returns for real estate agents or rental property owners. When a return needs that specialty, we refer or coordinate with a CPA partner who is a better fit for that work.
Client discount
For Cumming clients who use us for both bookkeeping and tax preparation, the engagement is dramatically smoother. The books arrive at year-end already reconciled and adjusted; we do not lose two weeks of January reconstructing the books before we can even start the return. Tax preparation fees are discounted 15% for combined-engagement clients because the return is faster to prepare from clean books, and we share that savings with you.
Notice support
Beyond preparation, we handle IRS and Georgia DOR notices for returns we prepared at no extra charge. Most notices are routine: a CP2000 mismatch, a math error correction, a balance due reminder. Most resolve without payment of what the first letter says. For more serious matters (audit, collections enforcement), we coordinate with credentialed partners (CPA or EA) who carry the representation credentials needed for full IRS engagement.
Pricing
Pricing is per return based on complexity. Simple W-2 returns start at $275. Standard returns with itemized deductions and a few extra schedules typically run $400 to $650. Self-employed (Schedule C) returns run $500 to $900. Business returns (1120S, 1065, 1120) run $1,200 to $3,500. Multi-state returns add $100 to $300 per additional state. Every return is quoted up front based on prior-year complexity (or a quick diagnostic for new clients) so the fee is not a surprise.
Planning boundary
We do not offer tax planning in-house. When a client needs forward-looking tax strategy, entity-election guidance, or rental and real estate tax advice, we outsource or refer that work to a CPA partner in South Carolina.