Tax Consulting Services Tailored to Your Needs

L&D Tax Prep & Consulting is your trusted advisor for comprehensive tax strategy and financial guidance. We proudly serve freelancers, real estate professionals, and varied business entities with an unwavering commitment to excellence.

Maximize Your Financial Opportunities

Our expertise extends beyond simple tax preparation; we offer specialized tax consulting services that encompass:
  • Strategic Retirement and Estate Planning: Craft a tax-efficient legacy.
  • Freelancer, Gig Worker, and Self-Employed Support: Navigate the complexities of independent income.
  • Real-Estate-Focused Advice: Optimize the financials of your investment property.
  • Business Tax Nuances: Tackle sales and use tax with confidence.
  • Nonprofit Compliance Mastery: Ensure your organization meets tax obligations effectively.

Transparent Pricing Policy

At L&D Tax Prep & Consulting, transparency is paramount. We demystify costs with a clear, upfront pricing structure—no unexpected fees, just honest, straightforward financial counsel.

Service Tiers Designed for Your Needs

The L&D Tax Prep & Consulting tiered pricing system offers the freedom to select services that align with your financial landscape: If our packages don't perfectly fit your needs, we’re ready to design a custom service bundle for you. Contact us now.
Basic Tier
For uncomplicated financial situations:
  • Single-state or one-federal individual tax preparation starts at $250.
  • Additional W-2 forms, tax documents of any kind, and state returns are available for $35 per form and $75 per state, respectively.
Standard Tier
Robust support for intricate finance:
  • Individual or business tax preparation, including multi-state or itemized deductions, starts at $500.
  • Bookkeeping for up to 150 transactions/month, starting at $400/month/per account.
  • Tax planning sessions to identify potential deductions and credits.
  • IRS/state representation for audits or inquiries.
Premium Tier
Unrestricted bookkeeping and advanced tax planning:
  • Business tax preparation for corporates, partnerships, and self-employed individuals starts at $895.
  • Bookkeeping with unlimited transactions for up to three accounts, starting at $800/month. A monthly statement will be provided.
  • Catch-up bookkeeping for up to seven years of backlogged records only if bank statements are available.
  • Advanced tax planning strategies.
  • IRS/state resolution services, including back taxes and payment plans.
VIP Tier
An exclusive suite of benefits:
  • Access all premium tier services.
  • Expedited support and year-round access to our team for calls to taxing agencies.
  • Priority scheduling for appointments and consultations.
  • Dedicated account manager for personalized support.
  • This tier starts at $5,500/year, including all tax preparation and bookkeeping services.

Tailor-Made Solutions Just for You

If our packages don't perfectly fit your needs, we’re ready to design a custom service bundle for you. You only commit to our service tiers when we have a signed engagement contract—otherwise, if you decide not to file with us after this engagement a minimum consultation fee applies.
Discover the ideal tier for your financial journey—reach out to L&D Tax Prep & Consulting today, where your financial clarity is our utmost priority.