Tax Preparation Services - Individual Tax Preparation

Basic W-2 Return $75

  • For Individuals with 1-2 W-2s

  • Standard deduction

  • No dependents

  • No additional income or credit schedules

  • Includes e-file, direct deposit, and refund/balance summary

Standard W-2 Return $120

  • For Individuals with 1-3 W-2s

  • Dependents

  • Common credits where applicable (child tax credit, Earned Income Credit, education credits)

  • Simple 1099-INT / 1099-DIV

  • No self-employment or advanced tax situations

  • Includes e-file, and refund/balance summary

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Bookkeeping Services

Starter Plan $125/mo

Basic Bookkeeping -

  • Up to 2 accounts,

  • Income & expense recording

  • Monthly reconciliation

  • Monthly P&L Report

Standard Plan $225/mo

Standard Bookkeeping -

  • Up to 4 accounts,

  • All Starter services

  • Balance Sheet

  • Quarterly advisory call

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Additional services such as premium bookkeeping, payroll, and tax preparation for businesses and self-employed will be added as Verixi expands. Current clients may request early access to these services as they become available.