Early Bird Discount

Save $150!

On A Simple Personal Return*

*Discount applied when all documents are submitted to Specialty Bookkeepers by February 26, 2023.

Early Bird Discount

Simple Personal Return $550 $400*

Save $150!

We're sorry, we're now fully booked for Early Bird tax clients and can no longer offer the discount. Sign up below to join the waitlist in the event of cancellations.

Let's Do This!

We're serious about security!

Let us ask you a few questions in our secure portal.

Why a Portal? Allow me to explain:

Hi, I'm Tyler Otto, owner of Specialty Bookkeepers & Tax.

Thank you for your interest in working together. I would be happy to see if our services are a good fit for your needs!

 

To sign up, click Let's get started to create a secure client portal at our website.

 

When asked which services you'd like, please be sure to select Income Tax Preparation.

 

Once you create an account, you will immediately receive our Client Application in our secure portal that will collect some helpful information that I need to determine how I can support you and your business.

 

My team and I look forward to connecting with you!

More about me:

Simple

  • Individual Tax Return, Preparation, and E-File

  • Automated Tax Due Date Reminders

  • Email & Chat Support

  • Secure Document Management Portal

  • Tax Document Questionnaire and Organization

  • Recorded Video Walkthrough of Tax Returns

Starting at:
Personal Returns: $500
Business Returns: $850

Advisory

  • Quarterly Tax Planning Consultation

  • Tax planning Dashboard Updated Monthly

  • Reasonable Compensation Study

  • Amended Tax Return Preparation for any reason

  • Other Tax/Financial Advice

Starting at:

Personal Returns: $1,350

Business Returns: $1,650

Simple

Individual tax return, preparation, and e-file

Automated tax due date reminders

Email & Chat
Support

Secure Document Management Portal
Tax Document Questionnaire and Organization

Recorded Video Walkthrough of Tax Returns

Starting at:
Personal Returns: $500
Business Returns: $850

Advisory

Quarterly Tax Planning Consultation

Tax planning Dashboard Updated Monthly

Reasonable Compensation Study

Amended tax return preparation for any reason

Other tax/financial advice

Starting at:
Personal Returns: $500
Business Returns: $850

*All tax returns are billed based on the quantity of forms.

Personal Returns starting price includes Form 1040, Schedule A, and Schedule 1.

Business Returns starting price includes Forms 1065 and/or 1120(s), as well as K-1s.

Standard

Includes everything in
Simple plus:

  • Annual Tax Planning Consultation

    -

  • Reach out at any time

    (72-hour response time)
    -

  • 1099s for business
    -

  • Financial advisor meeting
    -

  • Amended tax return preparation for corrected forms only (K-1s, 1099s, W-2s, etc.)

Starting at:
Personal Returns: $950
Business Returns: $1,250

Advisory

Includes everything in Standard plus:

  • Quarterly Tax Planning Consultation

    -

  • Tax planning Dashboard Updated Monthly
    -

  • Reasonable Compensation Study
    -

  • Amended tax return preparation for any reason
    -

  • Other tax/financial advice



Starting at:
Personal Returns: $1,350
Business Returns: $1,650

Simple

  • Individual tax return, preparation, and e-file

    -

  • Automated tax due date reminders

    -

  • Email & Chat
    Support
    -

  • Secure Document Management Portal
    -

  • Tax Document Questionnaire and Organization
    -

  • Recorded Video Walkthrough of Tax Returns


Starting at:
Personal Returns: $500
Business Returns: $850

Standard

Includes everything in
Simple plus:

  • Annual Tax Planning Consultation

    -

  • Reach out at any time

    (72-hour response time)
    -

  • 1099s for business
    -

  • Financial advisor meeting
    -

  • Amended tax return preparation for corrected forms only (K-1s, 1099s, W-2s, etc.)

Starting at:
Personal Returns: $950
Business Returns: $1,250

Advisory

Includes everything in Standard plus:

  • Quarterly Tax Planning Consultation

    -

  • Tax planning Dashboard Updated Monthly
    -

  • Reasonable Compensation Study
    -

  • Amended tax return preparation for any reason
    -

  • Other tax/financial advice



Starting at:
Personal Returns: $1,350
Business Returns: $1,650

*All tax returns are billed based on the quantity of forms.

Personal Returns starting price includes Form 1040, Schedule A, and Schedule 1.

Business Returns starting price includes Forms 1065 and/or 1120(s), as well as K-1s.

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