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Tax return preparation & planning is our secret sauce. We love it, and every decision we make for our clients at Resilient Wealth Planning is with a lens of tax strategy. Resilient Wealth Planning specializes in tax return preparation for individuals and service-based entrepreneurs. Tax return preparation begins at $305. Fee may be higher based on level of complexity. 

Please note, our Tax Return Preparation Services are only offered to the following*:

  • Existing financial planning and investment management clients of RWP.
  • Sole Proprietors, Single Member LLCs & S-Corporation Owners

*we are not taking on individual tax return preparation only clients at this time. 

Meet Jenny

Meet Jenny

Jenny is a Head of Household filer, has an LLC and has elected S Corp Tax Status. She owns a home and does qualify to itemize her deductions. She requires quarterly estimated tax payments and two yearly tax planning meetings. 

Jenny can expect to pay $580 for her personal taxes and $750 for her business taxes. 

Meet Jack & Jill

Meet Jack & Jill

Jack & Jill are retirees. They receive Social Security, Jack has a pension, and they both are required to take annual distributions from their IRAs. They do not itemize.

Jack & Jill can expect to pay $450 for their tax return preparation. 

Meet Roy & Ann

Meet Roy & Ann

Roy & Ann both have W2 jobs and have three young children, two of which are in daycare full time and the oldest is school-age. Ann has student loan interest and they take the standard deduction. They own their home, which is a duplex, and they rent out their upper unit.

Roy & Ann can expect to pay $550 for their tax return preparation. 

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