Services we offer
Concierge Tax ATX offers professional, relationship-driven tax services tailored to individuals and families who value clarity and care. From start to finish, we focus on accuracy, clear communication, and a stress-free experience—so you feel confident and supported at every step.
For straightforward tax situations with W-2 income, Social Security, pensions, and basic interest or dividends. Ideal for retirees and individuals with simple filings who want a professional CPA review and secure e-filing.
For taxpayers who itemize deductions such as mortgage interest, property taxes, charitable contributions, or medical expenses. Includes careful review to ensure you receive every deduction you’re entitled to.
For individuals with brokerage accounts, stock sales, RSUs, mutual funds, or other investment activity. Pricing varies based on the number and complexity of transactions and required reconciliations.
For individuals with rental property income or passive income reported on Schedule E. Includes expense review, depreciation analysis, and guidance on passive activity rules. Pricing may vary based on the number of properties. We’ll confirm your final fee after a brief document review — no surprises.
For individuals with business or gig income. Includes Schedule C preparation, expense categorization, and self-employment tax considerations. Pricing may vary based on business activities. We’ll confirm your final fee after a brief document review — no surprises.
For individuals with partnership, S-corporation, trust, or estate income. Pricing is based on the number and complexity of ownership interests, and includes up to 3 K-1s, reporting and explanation. Excluded: preparing the entity return, correcting entity-level errors, bookkeeping / accounting.