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Start your personal return online

Personal returns start at $150. We prepare your return at our office in Locust, and you approve it in the client portal.

Create your portal account

On the sign-up form, choose Individual tax return, even if you work for yourself.

If you have filed with us before, go to the client portal.

Price

From $150

This covers a simple federal and state return, such as wages from one job, or Social Security with a pension or IRA withdrawal. More income forms, tax credits, self‑employment, farm and rental income add to the price. Each additional state return is $100 for most states.

We do not prepare California, Connecticut, Illinois, Maryland, Nevada, New York or Oregon state returns. If you lived or earned income in one of these states, please call (704) 888-1234 before you begin.

What happens next

  1. 1

    Sign up in the portal

    Create your account.

  2. 2

    Sign the agreement

    It sets out what we will prepare.

  3. 3

    Upload documents

    Follow the checklist in the portal. Please do not send documents by email.

  4. 4

    Review and approve

    We prepare your return and file it once you approve it.