Testimonials and reviews from current clients

“I can’t recommend Justin enough. Our meeting was much more than just going over numbers-it gave me clarity and confidence about the future of my business”
— Casandra S.
“Justin is wonderful to work with! He is knowledgeable, a great communicator and very efficient. We feel so fortunate to have found him. ”
— Amy B.
“Last years tax preparation went without a hitch due to the Diligent CPA. I thought preparation price was spot on and the level of detail exceptional. I felt well served.”
— Russel R.
“Justin was incredibly helpful walking me through my questions and creating a “roadmap” for me to follow through the establishment of my business”
— Rebecca W.

Tax Prep Services

Your return, prepared by a CPA who will actually explain it to you.

Federal and Vermont. Individuals, self-employed people, and small entities. Pricing published below — no quote-after-consultation games.

The prices below are starting fees for à la carte tax preparation. I typically work with clients through a monthly retainer, with services and a monthly fee tailored to their needs.

I can prepare a personalized estimate by reviewing your prior-year tax returns and discussing any changes to your finances or business. Your fee depends on the complexity of your situation, the condition of your records, and the services included. Every engagement is quoted in writing before work begins.

Payment
À la carte tax preparation: half at engagement, half before the return is filed. Monthly retainers are billed monthly under the terms of your engagement.
Billing
À la carte fees and monthly retainers are quoted in writing, with a defined scope of services.

WHAT'S INCLUDED

The return, prepared correctly.

Federal and Vermont, e-filed, with the supporting schedules and elections your situation actually requires — not the ones the software defaulted to.

A review conversation. Before anything is filed, we walk through the return together. Not a signature page and a summary sheet — an actual explanation of what drove the number and what you're looking at.

A forward-looking note. After filing, you get a short written summary of what I saw: the items that will repeat next year, the decisions that are still open, and the estimated payments you should plan for.

Year-round access for filing questions. If you get a notice, receive an unexpected K-1, or need to know the tax consequence of something before you do it, reach out. Quick questions don't start a clock.

Tax preparation

À la carte menu

Starting fees for standalone tax preparation are listed below. Your fee reflects the complexity of your return and the condition of your records. Every engagement is quoted in writing before work begins.

Simple 1040

Individual income tax return.

Starting at $900

Schedule C

Individual return with self-employment or sole proprietor income.

Starting at $1,400

S Corporation

Form 1120-S business tax return.

Starting at $2,400

Prefer ongoing support?

I typically work with clients through a monthly retainer, with a defined scope of tax, planning, and advisory services tailored to their needs.

I can prepare a personalized estimate by reviewing your prior-year tax returns and discussing any changes to your finances or business.

Get In Touch

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.