Our Services


Individual Tax Returns

Individual tax returns can be a complicated process for individuals and their families and we are here to help! If you are an individual tax payer who needs assistance in preparing and filing your taxes, we are here to guide you through the process. Simply Timely taxes handles the preparation of individual tax forms, regardless of complexity. We are here to simplify the tax season for you.

The following step-by-step process shows what to expect during the tax filing:

Pricing

Our goal is to be transparent with our clients. We want to provide you the best services with the best pricing. As such, our pricing format is delivered in packages. Below are our starting prices for the full-service packages, including:

consultation, preparation, client/tax professional review and submission

Below pricing is reflective of services for an individual federal tax return, filing a state return is an additional $59 per state return.

 

$179

9 to 5’er

This individual tax return contains a W-2 while maximizing your deductions and credits.

 

$279

Multi-Stream’er

This individual tax return includes all that the 9 to 5’er package provides, in addition to stocks, bonds, ESPPs, investment income, and rental income.

 

$489

All Do’er

This individual tax return includes all that the Multi-Stream’er package provides, in addition to assistance with a small business

 

Tax Planning

We are here to sit down with you and review your current tax transactions and provide tax planning guidance. We can answer questions and provide helpful resources.

$120 per hour