Mike Perz & Associates Tax &
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Mike Perz & Associates · Tax Preparation

Still doing your own taxes? Let a tax pro find what you’re missing.

Tax software fills in the boxes you give it. A tax pro asks the questions that find what you missed. The people you’ve trusted for insurance now have one for you, at a flat price you know before we start.

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  • Free 30-minute call
  • No obligation
  • Flat prices, quoted up front

Why people switch

What you get when a pro does your return

  • A CPA or Enrolled Agent prepares your return, not an app and not seasonal staff
  • Every credit and deduction you qualify for gets looked at, not just the ones you knew to enter
  • One flat price, quoted before any work starts. No hourly bill
  • Questions answered all year, not just in April
  • If the IRS ever writes to you, you’re not on your own: audit support is included

Prices

Personal tax returns, one flat price

  • Basic

    W-2 income, one state

    $350

    • Federal 1040 (W-2 income)
    • One state return
    • E-file and a digital copy
    • Limited audit support
    • Year-round email access to a tax pro
  • Most popular

    Premium

    You itemize or file in more than one state

    $499

    • Everything in Basic
    • Itemized deductions (Schedule A)
    • Multi-state filing
    • Credit and deduction review

  • Platinum

    Self-employed, or you own rentals

    $799

    • Everything in Premium
    • Self-employed income (Schedule C)
    • Rental properties (Schedule E)
    • Enhanced audit support

Own a business? Your business return is included in our Platinum and Diamond accounting plans. Own a rental? See what a cost segregation study did for six rental homes.

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Questions

What people ask before they book

Which plan do I need?

Tell us what you have on the call. We’ll recommend one, and you’ll know the price before any work starts.

What do I need to get started?

Last year’s return and this year’s tax forms. On the call we’ll tell you exactly what to send, and you upload it through a secure portal.

Why is Mike’s office recommending this?

Because we use All American Tax for our own taxes. We wanted our clients to have the same team we trust. You still work with us for insurance, and they handle the tax side.

Can I do this without coming into an office?

Yes. Documents go through a secure online portal, and calls happen by phone or video.

Get started

Book your free 30-minute call

Pick a time that works for you. No cost and no commitment.

  1. Talk to a tax pro30 minutes about your return, your business or your property.
  2. Get a straight answerWhether it’s worth doing, and the price before anything starts.
  3. We do the workYou still have us for insurance, and now for your taxes too.

Tax Prep or Accounting call

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