Serving San Antonio, Schertz and the surrounding area
Individual & Family Tax Preparation in San Antonio & Schertz
Accurate 1040 returns for families and individuals, from simple W-2 returns to rentals and investments.
Whether your return is a straightforward W-2 filing or includes rental property, freelance income and investments, our team prepares it accurately and looks for every credit and deduction you qualify for. You will work with real people in our San Antonio or Schertz office, in person or virtually.
What to expect
- A consultation and review with every return, so we understand your family’s situation.
- Transparent pricing based on the forms and complexity your situation requires.
- A secure client portal for uploading documents and signing, in line with IRS security guidelines.
- Electronic filing directly with the IRS as an authorized e-file provider.
- Year-round support after filing season, for IRS letters, planning and questions.
Pricing at a glance
- Standard returns, starting at $235: W-2 income from one or two employers, the standard deduction or basic itemized deductions, basic investment income and common credits.
- Comprehensive filings, starting at $425: multiple income sources, one rental property, one small business schedule and multiple investment accounts.
- Complex filings, starting at $850: a tax strategy review and multiple business schedules or rental properties.
See full pricing details or try our tax prep cost calculator.
Setting things up for success
The fastest way to a finished return is to provide all of your documents at once, either by uploading them together to the client portal or by bringing them to your appointment.
Common questions
How much does individual tax preparation cost?
We use transparent, standardized pricing based on the forms and complexity your return requires. Standard returns start at $235, comprehensive filings at $425 and complex filings at $850. See our pricing page for what each level includes.
When is payment due?
For current tax year filings, payment is due when your return is complete. Payment can also be made from your refund, if applicable, in accordance with our terms and conditions.
Do you file electronically?
Yes. We are an authorized IRS e-file provider and file returns electronically and directly to the IRS. In the rare cases where a return must be mailed, we work with you to make sure it is sent.
How do I send you my documents?
Through our secure client portal. To protect your information we cannot accept sensitive tax documents by email, text or any other digital channel outside the portal. You can also bring everything to your in-office appointment.
Helpful reading from our blog
How to Choose a Tax Professional & Why You Need One
Online software, a national chain or a local tax professional? Compare costs and trade-offs, plus red flags to avoid when choosing a preparer.
The Difference Between Tax Credits and Tax Deductions
Tax credits cut your tax bill dollar for dollar; deductions lower your taxable income. The difference, and which ones you may qualify for.
Understanding the Standard Deduction
Standard deduction amounts for 2025 and 2026, how the deduction works, and how to decide between the standard deduction and itemizing.
Maximizing Tax Benefits for Child Care: A Guide for Families
Child care tax benefits: the Child and Dependent Care Credit, dependent care FSAs, the child tax credit, and what changes in 2026.
Ready to join our Tax Family?
Book a discovery call, a tax preparation appointment or a planning consultation. We’re here year round.