Individual tax services with unmatched accuracy and savings
Designed for those with self-employment income, rental income, high-income earners, and complex situations, our individual tax services guarantee 100% accuracy and maximum tax savings. Our individual tax preparation services include tax return compliance, tax planning, and assistance in resolving tax matters.
Rated #1 in Customer Satisfaction
Who are our individual tax services for?
Our individual tax services are perfect for those with both simple and complicated tax situations like:
- Business owners and contractors
- Professionals and executives
- Actors, musicians, producers, and entertainers
- Influencers and social media personalities
- Professional athletes
- Individuals with complex tax matters
We will work with you to develop a plan to make sure you keep as much of your hard-earned profits as is entitled by law. These strategies include:
- Making sure you get all of the deductions you deserve.
- Utilizing advanced tax strategies such as 1031 exchanges, cost segregation, and many other overlooked strategies.
- Creating a tax plan that is specific to your life and business.
Transparent Upfront Tax Preparation Pricing
Basic
For employees
looking for full coverage
$89 $69/month
*billed annually
Included:
- Federal income tax filing
- State income tax filing (1 included)
- Itemized deductions
- Up to two W-2 forms
- Up to two 1099 forms
- Up to two K-1 forms
- Unlimited telephone and email support for tax filing matters
- Audit Protection
*Additional forms and filings billed separately. See comparison table.
Plus
For self-employed &
rental property owners
$129 $99/month
*billed annually
Included:
- Includes everything in Basic, and
- Schedule C (Business Profit & Loss) or Schedule E (Rental Property/Royalty Income)
- Brokerage statement with trading activity
*Additional forms and filings billed separately. See comparison table.
Premier
For multiple businesses or rental properties
$189 $149/month
*billed annually
Included:
- Includes everything in Plus, and
- Up to two Schedule C (Business Profit & Loss) and/or Schedule E (Rental Property/Royalty Income) filings
- Up to three different brokerage accounts with trading activity
*Additional forms and filings billed separately. See comparison table.
Executive
For more complex & involved tax matters
$249 $199/month
*billed annually
Included:
- Includes everything in Premier, and
- 1031 exchange reporting
- Qualified Opportunity Fund Investments
- FinCen Form 114 (FBAR)
- Form 8938 (Statement of Foreign Financial Assets)
*Additional forms and filings billed separately. See comparison table.
Basic
For employees
looking for full coverage
$89/month
*billed monthly
Included:
- Federal income tax filing
- State income tax filing (1 included)
- Itemized deductions
- Up to two W-2 forms
- Up to two 1099 forms
- Up to two K-1 forms
- Unlimited telephone and email support for tax filing matters
- Audit Protection
*Additional forms and filings billed separately. See comparison table.
Plus
For self-employed &
rental property owners
$129/month
*billed monthly
Included:
- Includes everything in Basic, and
- Schedule C (Business Profit & Loss) or Schedule E (Rental Property/Royalty Income)
- Brokerage statement with trading activity
*Additional forms and filings billed separately. See comparison table.
Premier
For multiple businesses or rental properties
$189/month
*billed monthly
Included:
- Includes everything in Plus, and
- Up to two Schedule C (Business Profit & Loss) and/or Schedule E (Rental Property/Royalty Income) filings
- Up to three different brokerage accounts with trading activity
*Additional forms and filings billed separately. See comparison table.
Executive
For more complex & involved tax matters
$249/month
*billed monthly
Included:
- Includes everything in Premier, and
- 1031 exchange reporting
- Qualified Opportunity Fund Investments
- FinCen Form 114 (FBAR)
- Form 8938 (Statement of Foreign Financial Assets)
*Additional forms and filings billed separately. See comparison table.
Compare plans & features
Basic
$69/month
billed annually
Included items
Federal income tax filing (Form 1040)
State income tax filing
Itemized Deductions (Schedule A)
W-2 forms
Up to 2
1099 forms
Up to 2
K-1 schedules
Up to 2
Brokerage accounts with trading acitivty
1 included
Unlimited email & phone support for tax filing matters
Schedule C
(Business Profit & Loss)
Schedule E
(Rental Property/Royalty Income)
1031 exchange filing
Qualified Opportunity Fund filing
Foreign Acitivty Reporting
FinCen Form 114 (FBAR)
Form 8938 (Statement of Foreign Financial Assets)
Additional Filings
Additional jurisdiction tax filing
$100 / jurisdiction
Form 5471 (Foreign owned entities)
$2,000 / entity
Additional W-2s & 1099s
$25 / form
Additional K-1s
$50 / form
Additional Schedule C filings
$250 each
Additional Schedule E filings
$200 each
Additional Brokerage account reporting
$100 each
Additional FinCen 114 forms
$300 + $50 / account
Additional 8938 forms
$300 + $25 / account
Additional 1031 exchange
$200 / exchange
Addiitional Qualified Opportunity Fund filings
$200 / transaction
Plus
$99/month
billed annually
Included items
Federal income tax filing (Form 1040)
State income tax filing
Itemized Deductions (Schedule A)
W-2 forms
Up to 4
1099 forms
Up to 4
K-1 schedules
Up to 4
Brokerage accounts with trading acitivty
1 included
Unlimited email & phone support for tax filing matters
Schedule C
(Business Profit & Loss)
1 included
Schedule E
(Rental Property/Royalty Income)
1 included
1031 exchange filing
Qualified Opportunity Fund filing
Foreign Acitivty Reporting
FinCen Form 114 (FBAR)
Form 8938 (Statement of Foreign Financial Assets)
Additional Filings
Additional jurisdiction tax filing
$100 / jurisdiction
Form 5471 (Foreign owned entities)
$2,000 / entity
Additional W-2s & 1099s
$25 / form
Additional K-1s
$50 / form
Additional Schedule C filings
$250 each
Additional Schedule E filings
$200 each
Additional Brokerage account reporting
$100 each
Additional FinCen 114 forms
$300 + $50 / account
Additional 8938 forms
$300 + $25 / account
Additional 1031 exchange
$200 / exchange
Addiitional Qualified Opportunity Fund filings
$200 / transaction
Premier
$149/month
billed annually
Included items
Federal income tax filing (Form 1040)
State income tax filing
Itemized Deductions (Schedule A)
W-2 forms
Up to 4
1099 forms
Up to 4
K-1 schedules
Up to 4
Brokerage accounts with trading acitivty
3 included
Unlimited email & phone support for tax filing matters
Schedule C
(Business Profit & Loss)
2 included
Schedule E
(Rental Property/Royalty Income)
2 included
1031 exchange filing
Qualified Opportunity Fund filing
Foreign Acitivty Reporting
FinCen Form 114 (FBAR)
Form 8938 (Statement of Foreign Financial Assets)
Additional Filings
Additional jurisdiction tax filing
$100 / jurisdiction
Form 5471 (Foreign owned entities)
$2,000 / entity
Additional W-2s & 1099s
$25 / form
Additional K-1s
$50 / form
Additional Schedule C filings
$250 each
Additional Schedule E filings
$200 each
Additional Brokerage account reporting
$100 each
Additional FinCen 114 forms
$300 + $50 / account
Additional 8938 forms
$300 + $25 / account
Additional 1031 exchange
$200 / exchange
Addiitional Qualified Opportunity Fund filings
$200 / transaction
Executive
$199/month
billed annually
Included items
Federal income tax filing (Form 1040)
State income tax filing
Itemized Deductions (Schedule A)
W-2 forms
Up to 5
1099 forms
Up to 5
K-1 schedules
Up to 5
Brokerage accounts with trading acitivty
4 included
Unlimited email & phone support for tax filing matters
Schedule C
(Business Profit & Loss)
2 included
Schedule E
(Rental Property/Royalty Income)
2 included
1031 exchange filing
1 exchange included
Qualified Opportunity Fund filing
1 transaction included
Foreign Acitivty Reporting
FinCen Form 114 (FBAR)
2 accounts included
Form 8938 (Statement of Foreign Financial Assets)
2 accounts included
Additional Filings
Additional jurisdiction tax filing
$150 / jurisdiction
Form 5471 (Foreign owned entities)
$2,000 / entity
Additional W-2s & 1099s
$25 / form
Additional K-1s
$50 / form
Additional Schedule C filings
$250 each
Additional Schedule E filings
$200 each
Additional Brokerage account reporting
$100 each
Additional FinCen 114 forms
$50 / account
Additional 8938 forms
$25 / account
Additional 1031 exchange
$200 / exchange
Addiitional Qualified Opportunity Fund filings
$200 / transaction
Get started today
Signing up with Mehdiani is easy. Leave stress and uncertainty behind and start enjoying our pleasant process.
Locations
Beverly Hills Office:
9025 Wilshire Blvd, Suite 301
Beverly Hills, CA 90211
Encino Office:
16030 Ventura Blvd, Suite 490
Encino, CA 91436
Phone: (310) 800-1472
eFax: (310) 496-2565