Navigating the complexities of tax laws can be daunting. At Next Level Tax and Accounting, we specialize in comprehensive tax preparation services that ensures accuracy and help maximize your deductions.

What This Service Covers

Our individual and family tax preparation services are ideal for anyone filing Single, Married (jointly or separately), Surviving Spouse, or Head of Household.

Each engagement includes a detailed review of your income and expenses to ensure your return is accurate, complete, and aligned with current tax regulations.

🔷 🔷 🔷 SERVICE TIERS 🔷 🔷 🔷

Tier 1: Essential

💡Best for: W-2 employees, retirees, senior, students, parents, or military with straightforward tax situations

• Federal return and one state return
• W-2 income and/or Social Security income
• Standard deduction and/or earned income credit review
• E-file and confirmation

Tier 2: Comprehensive

💡Best for: 1099 income earners, investors, homeowners

• Federal and state return(s)
• W-2 income, 1099 income, interest, dividends
• Itemized deductions
• Education, child, and retirement credits
• Capital gains review
• Tax-saving opportunities explained

Tier 3: Strategic

💡Best for: High earners, multiple properties, equity compensation (higher income earners or complex situations)

• Everything in Tier 2
• Multi-state filing (if applicable)
• Stock sales / RSUs / crypto activity
• Rental or pass-through income review
• Tax planning insights for the upcoming year
• Post-filing consultation

Optional - Add on Services:

• Additional state returns
• Prior-year returns
• IRS notices or correspondence
• Amended returns
• Tax planning sessions
• Small side-business or Schedule C review

👉🏽 Because every situation is different, pricing is confirmed after an initial review based on complexity and activity level. If new information arises after pricing is confirmed, we’ll notify you and obtain approval before additional work — no surprises.