Personalized tax preparation, handled with care
Work one-on-one with a dedicated preparer who reviews every line and files securely through our encrypted client portal. No retail software algorithms, no impersonal corporate handoffs.
Start With Your Tax Return
Designed primarily for an individual taxpayer whose return is based mainly on W-2 income. The base service combines tax return preparation with a focused review so the client understands the return and potential opportunities for the coming year.
Individual Tax Preparation
Preparation of the individual federal tax return using W-2 information and base documentation.
Tax Deduction and Credit Review
Thorough review of deductions and credits that may apply based on your provided information.
Tax-Savings Opportunity Review
Review of your tax situation to identify lawful tax-planning opportunities for the future.
Tax Return Review Meeting
Dedicated review meeting so you understand results, major factors, and key next steps.
Additional Tax and Business Services May Include
These services are not automatically included in the $400 base return and are priced separately based on filing complexity.
Specialized 1099 and Schedule C return preparation with self-employment tax calculations.
Federal and state returns for S-Corps, LLCs, and Partnerships (Forms 1120-S, 1065).
Meticulous verification of business expense categories to safely maximize allowable write-offs.
Tax impact modeling to evaluate S-Corp elections, LLC restructuring, or partner shifts.
Guidance on quarterly estimated schedules, tax reserves, and initial expense tracking.
Structured foundation setup for books, payroll coordination, and owner distributions.
Not sure which service fits your situation?
Schedule a brief consultation or message us with your questions. We will review your tax history and recommend the most cost-effective filing path.
Proactive tax planning and advisory tiers.
Select the level of year-round guidance, check-ins, and financial coordination that fits your situation.
Core inclusions:
- Annual Tax Preparation & Review
- Year-Round Tax Planning
- Tax Projection & Estimate Updates
- Withholding Review (W-4)
- Tax Scenario Analysis
Includes everything in Foundation, plus:
- Quarterly Estimated-Tax Calculations
- Cash-Flow Planning & Spending Analysis
- Net-Worth & Savings Milestone Tracking
- Internal Financial Summary Reports
Includes everything in Foundation and Growth, plus:
- Business Expense & Write-Off Optimization
- Entity & Business Tax Scenario Modeling
- Household Budgeting & Debt-Payoff Modeling
- Comprehensive Family Financial Coaching
Year-round plan comparison
Direct side-by-side view of advisory touchpoints, filing scope, and bookkeeping support.
| Service Dimension | Foundation | Growth | Comprehensive |
|---|---|---|---|
| Annual Investment | $750 / year | $1,500 / year | $2,500 / year |
| Scheduled Check-ins | 2 Sessions / year | 3 Sessions / year | 4 Sessions / year |
| Tax Preparation | Included | Included | Included |
| Year-Round Tax Planning | Included | Included | Included |
| Estimated-Tax Planning | As needed | Included | Included |
| Quarterly Bookkeeping | Add-on | Preferred pricing add-on | Included |
| Monthly Bookkeeping | Add-on | Add-on | Preferred upgrade rate |
| Business/Entity Scenario Review | As needed | Included | In-Depth |
Pricing for specialized filings or scope additions outside stated packages is quoted transparently in advance. All documents and sensitive items are securely handled via our client intake portal.
Ready to organize your tax strategy?
Begin with a confidential intake review through our secure client portal. We will help you confirm the right tier for your tax situation.
Additional & Add-On Services
These services can be offered separately or added when a client's needs fall outside the base return or selected year-round tier.
Bookkeeping & Record Cleanup
Maintain clean ledgers, accurate records, and orderly business accounts
Ongoing monthly categorization and organization of business financial activity within the agreed bookkeeping scope.
Reconciliation, transaction logging, and financial statement drafts.
Bookkeeping completed on a quarterly schedule for clients who do not require monthly maintenance.
Periodic ledger reviews, quarterly sales tax checks, and balanced accounts.
Bringing prior periods up to date when bookkeeping has fallen behind.
Multi-month backlog resolution and documentation sorting for clean filings.
Correcting or reorganizing existing books so records are more consistent and useful for tax preparation and internal reporting.
Misclassified expense adjustments and account alignment with tax rules.
Preparation of internal reports from available bookkeeping records to help clients understand business activity and cash flow.
Custom balance sheets, profit-and-loss reviews, and cash snapshots.
Financial Planning, Education & Coaching
Structured guidance to connect tax decisions to cash flow, savings, and long-term clarity
Creating a practical household budget around actual income, recurring expenses, taxes, savings, and priorities.
Realistic spending structures and monthly cash flow boundaries.
Setting a target reserve and a funding plan based on the client's situation.
Liquidity milestones based on fixed living costs and household needs.
Building measurable savings targets and progress checkpoints.
Structured allocation models for major milestones and capital purchases.
Modeling different payoff sequences and payment levels to compare timing and cash-flow effects.
Side-by-side comparison of payoff strategies to minimize interest.
Tracking changes in assets and liabilities and reviewing progress toward stated financial goals.
Periodic asset and liability reviews showing real net-worth direction.
Explaining tax considerations associated with retirement saving choices without providing investment recommendations.
Tax treatment across traditional, Roth, and deferred accounts.
Explaining the tax treatment and general use of tax-advantaged savings options relevant to the client's circumstances.
Practical education on HSAs, FSAs, 529 plans, and specialized vehicles.
Facilitated household sessions focused on financial organization, priorities, and tax-aware planning.
Collaborative discussions on shared goals, spending, and financial priorities.
Group education sessions on topics such as tax readiness, self-employment finances, budgeting, cash flow, and bookkeeping basics.
Clear, practical instruction on tax literacy and recordkeeping habits.
Ongoing education, accountability, and review of the client's financial systems and goals.
Consistent check-ins to build disciplined financial routines.
Focused sessions combining a tax-position review with a review of current financial changes or concerns.
Mid-year posture checks to adjust withholding and prevent tax surprises.
A focused cash-flow and spending analysis for clients who need clarity about where income is being consumed.
In-depth diagnostic identifying spending patterns and leakage.
Ready to expand your tax & financial support?
Services are tailored to your specific situation. Contact us to discuss add-on pricing or schedule a preliminary consultation.
How the client experience flows
A clear path from initial tax return preparation to proactive, year-round tax and financial organization.
Prepare
Complete the tax return and identify whether the client is a basic W-2 filer, self-employed, or a small-business client.
Review
Conduct the Tax Return Review Meeting, Tax Deduction and Credit Review, and Tax-Savings Opportunity Review.
Select support level
Offer the year-round tier matching the client's complexity (Foundation, Growth, or Comprehensive).
Implement during the year
Use each scheduled check-in to update projections, review income/cash flow, evaluate planning opportunities.
Close the year ready
Complete the Year-End Tax Readiness Review and organize bookkeeping/documents for the next filing season.
“Ironclad Tax Group LLC does not stop at preparing a tax return. The service begins with tax preparation, then gives clients the option to receive year-round tax planning, bookkeeping support, cash-flow organization, and financial education so they can make adjustments before the next filing season.”
Start your tax return with dedicated, one-on-one care.
Experience the clarity of working directly with a personal tax preparer. Simple onboarding, transparent communication, and meticulous filing tailored to your situation.
One-on-one guidance with no middlemen or call centers.
Sensitive tax documents stay protected in a secure vault.
Clear upfront quotes before any filing begins.
Start your tax preparation
Complete the initial intake form below to share your tax situation and preferred contact method. We will review your details and send your private encrypted portal invitation.
Client Intake Form
Please provide accurate contact details so your dedicated tax preparer can reach you.
Existing Client?
Direct portal access
If you have already established an account with Ironclad Tax Group, log into your encrypted vault to upload W-2s, 1099s, and past returns.
What happens next
- 01Review & ConsultationWe examine your intake details and confirm consultation timing.
- 02Encrypted Document UploadReceive an encrypted link to upload tax forms securely.
- 03Personal PreparationYour return is prepared with individualized precision and care.
Need to pick a specific time?
Prefer to reserve a scheduled virtual or phone appointment right away?
Continue to Secure Tax Intake