WHAT WE DO
Income tax preparation and planning for individuals, families, and small businesses
Tax Preparation for Individuals
$175 flat rate for Federal & State returns (until 04/01/2024).
AFTER April 1st all submitted returns $200.
Prices include all needed forms and electronic filing (E-File)
We e-file your return and get IRS approval for your refund before you leave our office.
Tax Preparation for Businesses
Sole Proprietorships (Schedule C) & Rental Property (Schedule E)
Prices vary depending on the complexity of your return AND your organization of records. Prices range from $250 - $350 for most returns with a Schedule C and/or Schedule E.
WHO WE ARE
Meet our tax preparers AND schedule your appointment
Rita has assisted our clients with their taxes for 20+ years. She understands the need to look for every possible legal deduction. Rita's specialty is individual and family income tax preparation.
Rita and her husband (David) have lived in the upstate since the mid 90's. They have been married for 30 years and have an 13 year old PLUS 3 grown children, and a Cocker Spaniel named Izzy. Her husband is a Dave Ramsey Smartvestor providing investing and financial planning. They attend and are active at Fellowship Greenville, enjoy working in their yard and family activities in their free time.
Erica had worked as an express banker, assistant bookkeeper & tax preparer. She had prepared taxes in multiple states. Her specialty is assisting families with their personal taxes and find every deduction & credit possible for them.
Erica and husband (Victor) live in the Simpsonville area. They have been married for 20 years and have 3 children ages 19, 17, 11, and a cat & dog. They enjoy traveling, the outdoors, and downtown Greenville.
Jamey background, education and experience coming soon.
David Conley, CFP®
Certified Financial Planner™
Since 1994, Dave has been helping our investment clients in their pursuit of financial peace. Part of the training in becoming a CFP® requires extensive income tax training.
He limits his tax preparation to existing investment clients and those who would like to consult with him about financial, retirement or long term investing goals.
His 25 years of financial planning experience is invaluable as we help our clients pursue financial peace.