Tax Preparation & Planning
At Infinity Tax & Financial Planning, we believe tax preparation should be part of a much larger financial conversation.
Our firm is built around proactive planning, long term relationships, and helping clients make informed financial decisions throughout the year, not just during tax season.
We work with professionals, business owners, retirees, investors, and families who value expertise, accessibility, organization, and a higher level of service.
Our approach integrates tax strategy, retirement planning, investment coordination, business planning, and year round guidance under one roof. Every engagement includes access to a collaborative team focused on accuracy, communication, compliance oversight, and long term planning opportunities.
Our Pricing Philosophy
Our base annual engagement begins at $500 and includes far more than simply filing a tax return. Our annual engagement includes tax preparation, year round direct access to our team, proactive guidance, planning conversations, and a relationship built around helping clients make informed financial decisions over time.
Your engagement with our firm also includes access to mid year or year end planning appointments designed to review tax strategy, withholding, retirement considerations, business activity, major life changes, and planning opportunities before deadlines arrive.
Our pricing reflects the complexity of the work performed, the expertise involved, the level of review and compliance required, and the ongoing relationship, accessibility, and planning support provided through our firm.
As returns increase in complexity, pricing increases based on reporting requirements, business activity, investments, entities, states filed, transaction volume, and overall scope of work involved.
General Pricing Examples
Every tax situation is unique, but the examples below provide a general idea of where most engagements fall.
$500+
A straightforward individual or married filing joint return with W-2 income, dependents, retirement contributions, childcare expenses, health savings accounts, and standard year end tax reporting.
These clients are often looking for more than basic tax preparation. They value having an established relationship with a trusted team that is available year round and proactive in helping them plan ahead.
$750+
Returns with moderate complexity and additional reporting requirements.
Examples may include a married couple where one spouse has W-2 income and the other has self employment income, a client with a single rental property, moderate business expenses, retirement distributions, itemized deductions, or additional planning conversations throughout the year.
These engagements generally require more coordination, planning, compliance oversight, and strategy than a standard individual return.
$1,000+
Advanced tax situations involving multiple states, multiple income streams, entities, investments, or significant reporting requirements.
Examples may include multiple rental properties, extensive self employment activity, multiple K-1s, farm income, multi-state tax filings, extensive brokerage or crypto trading activity, complex investment reporting, large charitable contribution reporting, audit support, or higher transaction volume overall.
These clients often benefit most from a highly proactive and collaborative planning relationship due to the number of moving pieces involved in their financial picture.
Our Ideal Client Relationship
Our firm is intentionally built for clients who value professionalism, responsiveness, organization, long term planning, and strategic guidance. We focus on building lasting relationships with individuals and families who appreciate a proactive and comprehensive approach rather than a purely transactional tax experience.
We believe our clients deserve clarity, confidence, and a coordinated plan that connects every piece of their financial life.
Filing Timelines & Expectations
To ensure quality, accuracy, and appropriate review during tax season, we request that all requested tax documents be submitted by March 30th to reasonably guarantee filing by the IRS deadline.
Returns submitted after that date may require an extension or additional rush preparation fees depending on timing, complexity, and turnaround expectations.
Refunds & Tax Payments
Infinity does not issue refund advances and does not control IRS or State refund processing timelines once returns have been filed.
Clients remain responsible for submitting any tax balances due, though our team is always happy to assist with payment guidance, estimated payment planning, and electronic payment instructions when needed.
