Standard W-2
$175
Straightforward W-2 income and the standard deduction; one federal individual return and one California resident return.
INDIVIDUAL TAX PREPARATION
Taxes, made clearer.
Life, made simpler.
Individual returns from $175 · Federal + California included within package scope
Tax preparation by an Enrolled Agent (EA).
Individual tax preparation in English and Spanish, with a clear fee and a personal return walkthrough.
Questionnaire preview only · Client intake is not open yet.
A streamlined process, built around you
A MORE CONSIDERED
WAY TO FILE.
WAY TO FILE.
TRANSPARENT EXPECTATIONS
Clear packages, one price.
Choose the package that fits your return. Each price covers the defined scope below; we confirm eligibility before starting.
W-2 + primary residence
$225
W-2 income plus review of primary-home mortgage interest, property taxes, and potential itemized deductions.
Self-employed
$325
One straightforward Schedule C business with organized income and expense records.
Rental property
$375
One residential rental property on Schedule E with organized records and an existing, accurate depreciation schedule.
Each package includes preparation and e-filing of one federal individual return and one California resident return within its defined scope. Additional tax forms, businesses, rental properties, other state returns, or work outside the selected package require a pricing review. We confirm your final fee before preparation begins.
HOW IT WORKS
A simpler way to get it done.
Our process is designed to keep you informed without unnecessary paperwork or confusion. Secure document upload will be available when our client portal launches.
01Tell us about your taxes
Complete a short preliminary questionnaire. Do not enter Social Security numbers or upload tax documents here.
02Confirm your fee and share documents securely
We review your situation, confirm your final fee and engagement, then arrange secure document collection once our client portal is active.
03Prepare and walk through your return
We prepare your return and explain it with you before filing.
04Pay, authorize, and file
After the walkthrough, pay your invoice and sign the required e-file authorization. We then submit your return.
FEDERALLY CREDENTIALED TAX PROFESSIONAL
What is an Enrolled Agent?
An Enrolled Agent (EA) is a tax professional credentialed by the U.S. Treasury through the IRS. EAs have unlimited rights to represent taxpayers before the IRS in matters such as audits, collections, and appeals.
Enrolled Agents must meet continuing education and ethical requirements. At Sumaro Advisory, you work with an EA and receive a walkthrough of your return before you authorize filing.
LESS BACK-AND-FORTH
Clear steps, thoughtful questions, and a final walkthrough — so you know what you're filing.
OUR FOCUS
Tax services for your next chapter.
Individual tax return preparation, with clear expectations from the start.
01
Individuals & families
Federal and applicable state income tax returns for households with wages, investments, and other common tax items.
View package price02
Self-employed & freelancers
Tax preparation for independent contractors and sole proprietors, including business income and expense reporting.
View package price03
Rental property owners
Tax preparation for rental income, expenses, and applicable depreciation reporting.
View package priceTax preparation only. Bookkeeping, accounting, and ongoing advisory services are not currently offered.
ABOUT SUMARO
Built for clarity, from start to finish.
Sumaro Advisory is a tax-focused firm built around a simple idea: preparing your return should feel organized, understandable, and manageable.
Our process brings your documents, key questions, and final review into a clear sequence. We aim to reduce unnecessary back-and-forth while making space for the details that matter.
Work with an Enrolled Agent (EA) and get a walkthrough of your completed return before filing. Your questions are welcome at every step.
Explore our processWhat is an Enrolled Agent (EA)?
An Enrolled Agent (EA) is a tax professional authorized to represent taxpayers before the IRS. At Sumaro Advisory, an Enrolled Agent prepares your return and walks you through it before filing.
GOOD TO KNOW
Frequently asked questions.
How do I send my tax documents?
We plan to offer a secure client portal for document uploads. It is not active yet; please do not send Social Security numbers or tax documents through an ordinary contact email.
How is my final fee determined?
Each package has a fixed price for its stated scope. We confirm which package applies before work begins; anything outside that scope receives a separate written quote.
Will someone explain my return before it is filed?
Yes. Our intended process includes a final walkthrough to review the completed return, answer questions, and obtain your authorization before filing.
Do you provide bookkeeping?
Not at this time. Sumaro Advisory is currently focused on tax return preparation.
Do you prepare S corporation or partnership returns?
We currently focus on individual tax returns and do not offer S corporation or partnership entity return preparation.
GET STARTED
A more organized tax season starts here.
We're preparing our client onboarding experience. Once our professional mailbox and secure portal are configured, you'll be able to contact us and begin the process here.
Client inquiries and document uploads are not yet enabled. Please do not submit personal or tax information through this website.
COMING SOONClear next steps.
Clear next steps.
One secure place.
Professional email and secure document upload are being configured before client intake opens.
Preview our package questionnaire
Demo only: no answers are submitted or saved.
SUMARO ADVISORYIndividual tax preparation