Young Professionals and First-Time Tax Filers

Our services for young professionals offer a simplified approach, helping you understand taxes, maximize deductions, manage student loans, and establish financial habits for future success.

Service Details:

• Basic Tax Prep: $150 for single filers; $200 for joint filers, with a 10% discount for first-time filers.
• Introductory Workshop Series: $50 per session or $200 for a five-part workshop on tax basics, budgeting, and financial planning.
• 1:1 Financial Planning Session: $100 per session.
• Annual Financial Planning Package: $400 per year – A series of sessions focused on tax and savings strategies.