Tax Preparation & Filing
Accurate tax preparation backed by proactive planning.
We provide professional tax preparation and filing services for both individuals and businesses, backed by proactive tax planning and personalized guidance. Our team has experience working with S Corporations, Partnerships, Sole Proprietorships, LLCs, rental property owners, real estate transactions, medical practitioners, fitness centers, beauty salons, and clients with equity compensation, including stock options, restricted stock units (RSUs), employee stock purchase plans (ESPPs), and stock awards. We also assist clients with cryptocurrency transactions and multi-state tax filings. Whether you're filing an individual or business tax return, our goal is to help you stay compliant, identify planning opportunities, and make informed financial decisions throughout the year—not just during tax season.
Annual Essentials Track
HOW TO BECOME A TAX CLIENT AND WHAT TO EXPECT
Take a traditional client journey with us on our "Annual Essentials Track" which offers annual filing of tax returns.
Step 1
Get Started
Complete our brief Client Inquiry Form so we can learn more about your tax situation and service needs. Once submitted, we'll contact you with the next steps and begin the onboarding process.
Step 2
Hire Us & Provide Docs
Once you've decided to work with Wright CPA's, we'll provide an engagement letter for your review and signature. After your engagement is confirmed, you'll complete our tax organizer and securely upload your tax documents through our client portal. Our team will review your information and contact you if any additional documentation or clarification is needed.
Step 3
Tax Return Review & Filing
Year-round guidance when you need it most.
After your tax return has been prepared, we'll review the results with you, answer any questions, and address any outstanding items. Once you've approved your return and signed the required e-file authorization forms, we'll electronically file your return with the appropriate taxing authorities and provide you with a copy for your records.
Are We the Right Fit?
At Wright CPA's, we believe the best client relationships are built on trust, collaboration, and shared goals. We work with individuals and business owners who value proactive planning and are looking for a trusted advisor—not just someone to prepare a tax return.
Our areas of expertise include:
Tax planning and advisory services, closely held businesses, S Corporations, Partnerships, LLCs, new business formation, medical practitioners, fitness centers, beauty salons, rental and investment real estate, estate and trust taxation, equity compensation (ISOs, NSOs, RSUs, ESPPs, and stock awards), cryptocurrency, and high-income individuals seeking proactive tax strategies.
Areas we do not provide services:
To ensure we provide the highest level of service, we do not currently provide tax preparation or advisory services for nonprofit organizations, entities owned by non-U.S. residents, or U.S. expatriate (expat) tax filings.
Wright CPA's is a fully virtual accounting firm. We securely collaborate with clients through our online client portal and conduct meetings via Zoom, allowing us to serve clients efficiently regardless of their location.
Tax Preparation Pricing
We believe in transparent pricing, exceptional service, and delivering value through proactive guidance.
Because every tax situation is unique, our pricing is customized based on the complexity of your return and the services required. While the pricing below provides general guidelines, we're happy to review your prior year's tax return and provide a personalized quote.
How We Price Tax Returns
Our pricing begins with a minimum fee and increases based on the time, complexity, and scope of the engagement. If you're unsure where your situation falls, contact our office and we'll be happy to discuss your needs.
Individual Tax Returns
Starting at $500
Our individual tax return pricing is based on the complexity of your unique tax situation. A straightforward return with W-2 income and standard deductions will typically fall near our minimum fee. However, returns involving rental properties, self-employment income, real estate transactions, equity compensation such as ISOs, NSOs, RSUs, ESPPs, or stock awards, cryptocurrency transactions, multiple brokerage accounts, Schedule K-1s, trust or estate income, foreign reporting requirements, or multi-state tax filings generally require additional time and expertise. Before beginning any work, we'll review your situation and provide a personalized quote so you know exactly what to expect.
Partnership & S Corporation Tax Returns
Business tax return pricing is based on the complexity of your business and annual gross revenue.
Our Partnership and S Corporation tax return pricing is based primarily on the size and complexity of your business. As businesses grow, tax reporting requirements and the time involved in preparing the return typically increase. For this reason, we use a tiered pricing structure based on annual gross revenue. As a general guideline, tax returns for businesses with annual revenue of
up to $1 million start at $1,500,
$1 million to $2 million start at $2,000,
$2 million to $5 million start at $3,000,
$5 million to $10 million start at $4,000,
and $10 million to $15 million start at $5,000.
Businesses with annual revenue exceeding $15 million or those with more complex tax matters are quoted individually based on the scope of work required.
Comprehensive Tax Strategy Consultation
Starting at $1,250
Our comprehensive strategy session is designed for clients seeking proactive tax planning and financial guidance. During this consultation, we'll evaluate your current tax position, identify planning opportunities, and develop strategies to help reduce taxes and support your long-term financial goals.
Ready to Get Started?
Complete our New Client Questionnaire to help us better understand your situation. We'll review your information and recommend the services that best fit your needs.
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