My Services
AFS offers a wide range of financial services to keep your business running smoothly. Whether you’re here for your annual taxes or year-round maintenance of your financial picture, I’ve got you!
Note: Enrollment for on-time filing for 2025 tax services has now closed. Consultation slots remain open for extended filing, bookkeeping, education, payroll setup, and consulting. Email consultation is also still available.
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This service is for folks who are working as employees (no limit on W2s) who will file state taxes in one state. Price includes federal and state filing, a 30-minute education meeting, and quarterly estimates for the current year, if applicable.
Note: The current price is good for clients who sign up for tax services through 1/30/2027. Clients who sign engagement letters after this date will be subject to the new price of $250 per return.
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This service is for those who are self-employed (e.g., owning a sole proprietorship and/or earning most of your money through a 1099 form) who will file state taxes in one state. Price includes federal and state filing, a 30-minute education meeting, and quarterly estimates for the current year, if applicable.
Note: The current price is good for clients who sign up for tax services through 1/30/2027. Clients who sign engagement letters after this date will be subject to the new price of $500 per return.
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Choose this for tax help needed beyond a quick question or 10-minute call. This is also a suitable option for people who prefer to file their own taxes, but would like to vet their return with me as a second pair of eyes.
Click here to book this service for 30 minutes.
Click here [coming soon] to book this service for 50 minutes.
Note: The current price is good through 1/30/2027. After this time, the price for consultations will increase to $100/30 mins or $200/50 mins.
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This service is for folks who have tax questions that don’t necessarily require a full consultation or tax prep process. Pricing is based on the number of questions/email exchanges we have as well as the amount of research I have to do for each question. Payment for this service is remitted after sending questions over, but prior to me answering them.
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Additional charges for returns will be incurred with the following factors:
Extended filing
More than 3 W-2s being entered
More than 3 1099s being entered
Complicated 1099-B/investments
Filing with a spouse
Higher income level (above $200,000)
Split allocation
Rental property
Sold cryptocurrency
Real estate transactions
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This is designed to be a “pick my brain” meeting to discuss the ins and outs of starting a private therapy practice, from picking a physical office to how to price your services.
The Tax Process
Initial Contact and Engagement Letter
You will meet briefly with Haley over Google Meet to determine your needs and the scope of work needed. Once confirmed, you will sign an engagement letter via the ProConnect portal.
Onboarding and Document Provision
You will be invited to the ProConnect portal to provide information and documents pertinent to your request, thus allowing Haley to work diligently on your returns in the background.
Educational Summary Meeting
Your package will include a 30 minute educational meeting to discuss your taxes and any questions you have about the process. Payment will be requested after the return is finished, but before it is officially filed.
Enjoy Year-Round Support
Answers to quick questions throughout the year are included with your package. For more detailed support, you can book longer calls with Haley any time throughout the year or purchase an email consultation package (see above for prices).