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Tax Services Menu
Smart prep for the most personal form you'll ever file. Most returns fall into these brackets — your TheTaxPerson® instant quote narrows it down, and a quick call makes it formal.
Essentials
For returns with W-2 wages, Social Security (SSA-1099), interest and dividends (1099-INT/DIV) or retirement income (1099-R). Includes one state, up to $1M audit protection and year-round limited inquiries.
Expanded
Essentials plus Schedule C, rental property, equity compensation, a brokerage account, a K-1 or other income source, or the sale of a primary home. Covers up to two Schedule C businesses and/or rental properties combined and assumes clean, well-organized books. Bookkeeping or significant cleanup is additional at $250 per hour; more than two activities combined is quoted individually.
Complex
Foreign income, alternative investments, recent major life events (divorce, inheritance, selling a business, a passing), asset-heavy businesses, or complex credits.
Consultation
Strategic or situational review plus consultation. Most reviews are typically $250.
Expert Review
Want to file on your own with a professional available for questions? Most reviews are typically $250.
Additional states
Each additional state, or states requiring local jurisdiction reporting.
Business tax preparation
TheTaxPerson®'s business entity practice is currently full. Business entities are partnerships (Form 1065), S-corps (1120S), C-corps (1120) and non-profits (990). We are still accepting small business Schedule C clients. Not sure which you are? Call or text (602) 922-3236 and we'll guide you.
Real estate services
Real estate is the most powerful way to unlock the tax code
If taxes are the locked door, real estate is the key. Depreciation, deductions, and smart timing can shield income in ways most taxpayers never hear about — but only if the person guiding your purchase or sale thinks about the tax consequences first.
That's the bridge: TheTaxPerson® is a licensed Arizona real estate agent and can connect buyers and sellers with trusted licensed professionals in all 50 states. Buy, sell, or invest with someone who already understands your numbers — so the deal and the return are planned together, not reconciled after the fact.
Explore real estate services →