Tax Return Preparation

This is an optional add-on service only available to clients enrolled in Wealth Mode Planning ongoing services.

Because tax returns are highly unique to every taxpayer, this service is quoted on a case-by-case basis.

Personal returns typically start at:

  • $225+ per Single or Married Filing Separate Return

  • $250+ per Married Filing Joint Return

  • $600+ per Business Return

Pricing quoted case-by-case.

Justin Chidester, CFP®, AFC®, EA is an Enrolled Agent and admitted to represent clients and practice before the IRS.