ONE TAX EXPERIENCE.
TWO WAYS TO WORK WITH US.
Filed right. Explained clearly. Finished fast.
Tax preparation shouldn't leave you wondering whether everything was handled correctly—or what you're supposed to do next.
Stewardship Tax combines professional tax preparation with responsive communication, a clear explanation of your return, and practical next steps so you finish tax season knowing where you stand.
Start with a simple 5–10 minute intake, securely upload your documents, and we'll take it from there.
5–10 MINUTE INTAKE
A simple, secure start.
3-DAY TARGET TURNAROUND
Once everything needed is received.
24-HOUR RESPONSE STANDARD
Questions don't sit unanswered.
STEWARDSHIP CLARITY GUARANTEE
If you don't understand where you stand, we keep working until you do.
OPTION ONE
INDIVIDUAL TAX EXPERIENCE
Starting at $400
For individuals and families who want more than a completed tax return—they want to understand it.
WHAT'S INCLUDED:
- PROFESSIONAL TAX PREPARATION + REVIEW
One federal Form 1040 and one state return professionally prepared and reviewed.*
- 3-DAY TARGET TURNAROUND
Once we've received everything needed to prepare your return, we target completion within three days or less.
- PERSONALIZED RETURN WALKTHROUGH
We'll explain your results so you understand what happened, why it happened, and anything that deserves your attention.
- PRIOR-YEAR RETURN SECOND LOOK
We'll review your prior-year return for potential issues or commonly missed opportunities.
- STEWARDSHIP TAX SUMMARY
Receive a simple, personalized summary of your tax situation and the important things to know going forward.
- NEXT-STEP TAX CHECKLIST
Clear action items so you aren't left wondering what to do after filing.
- IRS NOTICE FIRST LOOK
If you receive an IRS notice, send it to us. We'll provide an initial review and explain what it means and what your next step may be.*
- 24-HOUR RESPONSE STANDARD
Messages are acknowledged within one business day, with responses within 24 business hours and typically the same day.
THE OUTCOME:
File with confidence, understand your results, and leave knowing what deserves your attention next.
OPTION TWO
OWNER-LED BUSINESS TAX EXPERIENCE
Starting at $650
For self-employed individuals and owner-led service businesses filing Schedule C.
EVERYTHING IN THE INDIVIDUAL TAX EXPERIENCE, PLUS:
- SCHEDULE C PREPARATION
Preparation of one Schedule C included.*
- BUSINESS INCOME + DEDUCTION REVIEW
We'll review your reported business income and expenses for proper tax treatment and potential deductions.
- P&L REVIEW
We'll review the profit and loss statement you provide as part of preparing your return.
- SELF-EMPLOYMENT TAX SNAPSHOT
Understand how your business income affects your self-employment taxes and overall personal tax picture.
- ESTIMATED-TAX CHECK
We'll review whether estimated tax payments may deserve attention for the year ahead.
- OWNER-LED TAX SUMMARY
Receive a clear summary of how your business affected your personal tax return and what deserves attention before the next filing season.
- QUARTERLY STEWARDSHIP CHECK-INS
We don't disappear after filing season. We'll proactively check in three times after filing to ask what's changed and identify whether something may deserve tax attention before your next return.
THE OUTCOME:
Understand how your business affects your personal tax picture, stay ahead of potential surprises, and know what deserves attention before the next filing season.
Clear Numbers. Wise Choices.
THE STEWARDSHIP CLARITY GUARANTEE
You shouldn't leave tax season more confused than when you entered it.
If you don't feel clear about your tax situation after we complete your return, we'll continue working with you at no additional cost until you do.
And if an error on your filed return resulted from something we missed, we'll promptly correct and refile the return at no additional preparation charge—and your following year's tax preparation with Stewardship Tax is on us.*
HOW IT WORKS
01
— START
Complete your secure 5–10 minute intake.
02
— UPLOAD
Send us your tax documents securely online.
03
— WE PREPARE
We organize, prepare, review, and follow up if anything else is needed.
04
— GET CLARITY
Review your completed return, understand your results, and leave with clear next steps.
*Starting prices apply to standard returns within the scope described. Individual Tax Experience includes one federal Form 1040 and one state return. Owner-Led Business Tax Experience includes one federal Form 1040, one state return, and one Schedule C. Additional states, Schedule Cs, rental properties, investment or cryptocurrency complexity, and other additional forms or complexity may increase the fee. Final pricing is confirmed based on the return's scope.
IRS Notice First Look includes initial review and recommended next steps. Representation, response preparation, amended returns, or additional resolution work may require a separate engagement.
The Stewardship Clarity Guarantee and preparation-error guarantee apply according to the terms of the client's engagement agreement.