Personal Income Tax

Filing taxes can be stressful for everyone

So why not let us take care of it? We make tax season easy and smooth for you so that you can sit back and relax until all you have to do is sign. You can expect:

A modern secure process from start to finish—Our advanced platform supports a completely digital & secure process from tax document upload to signature and filing.
Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

Choose the SOLUTION that is right for you:

Standard Package

Married Filing Jointly (MFJ)
Single/head of household
Digital copies of all returns and documents
Access to client portal
Original source documents returned after completion
MFJ vs MFS comparison
Accuracy protection guarantee**

Complete Package

Includes Standard Package plus:

Married Filing Separately (MFS)
Rental properties
Schedule C filers
Multi-state returns
Dependent tax returns
Many investment accounts

Custom Package

Includes Complete Package plus:

High net worth individuals
Gift, estate, trust, tax returns
Foreign bank accounts (FBAR)

Choose the ADVISORY package that is right for you:

1040 Classic

Tax return only
Audit notice protection*
Tax return extension filing (no calculation included)
Estimated tax vouchers based on 110% safe harbor

Price varies annually

1040 Plus

2 annual tax meetings
Projected calculations
Q1 & Q4 estimated tax calculations (extension calculation included)

+$150/month added to your 1040 fee

1040 VIP

2 annual tax meetings
Projected calculations
Q1, Q2, Q3, Q4 estimated tax calculations (extension calculation included)

+$225/month added to your 1040 fee

Advisory packages cannot be preformed without an existing 1040 job.

Can’t find the advisory package that’s right for you? Sweat no more, we provide all services ad hoc to fit your needs.

*Audit Notice Protection is an opt-out service created to give you peace of mind. Read more about it here.

**Accuracy Protection Guarantee – If we prepare your return and we make a mistake, we’ll fix the mistake at no cost to you. You will be required to pay any tax assessed as required but we will also attempt to remove the penalties based on all available methods (First Time Abatement or Reasonable Cause are most common) and if we are unsuccessful then we will reimburse you for these costs.

We are a paperless firm; printed and mailed returns are available upon request for an additional cost. Expedited returns are available for an additional surcharge- please ask to determine how much if necessary.

Lipsey & Associates

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