Tax Services Tailored to Your Specific Needs

Whether you need a quick advice or ongoing support throughout the year, we are here for you. We adapt to your needs, not the other way around.

Services paid individually on an as needed basis

Tax Preparation

$699

*starting at

  • File Federal and State tax forms.

  • Review prior year tax filing

  • Identify tax savings opportunities

  • Adjust tax withholding (W-4) as needed

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Amend Prior Tax Filings

$699

*starting at

  • Adjust prior filings to capture missed opportunities

  • Correct mistakes found in earlier filing

  • Settle tax notices from the IRS if sent

  • Change filing status

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Married Filing Separately Analysis

$995

one time fee

  • Determine whether to file joint or separate

  • Compare higher cost of MFS versus lower loan payments

  • Run a multi-year projection to see what's most advantageous

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With Magni You Can Sleep Worry-free All Year Round

Get your personal, all year round, tax advisor for all tax needs.

Basic

$1149

per year

  • Year-to-date review with tax projection

  • Prior year tax review

  • Federal, state, & local filings

  • W2 wage earner

  • Itemized deduction

  • Taxable investment accounts

  • Married filing separately (Common Law States)

  • Unlimited year-round messaging

  • One video call

  • Up to 6 hours of working with the IRS or state notifications for resolutions

i want the basic plan

Standard

$1599

per year

  • All Basic services included

  • Full time freelancer or Independent Contractor

  • Full time Schedule C business owner or Single member LLC

  • Rental property owners

  • Married, filing separately (community property states)

i want the standard plan

Business

Custom

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  • All Basic and Standard services included

  • S Corp (Personal and Business)

  • Partnership (Personal and Business)

i want the business plan

Not sure which service is right for you?

Book a quick 15-min call with us to get clarity on your finantial situation without any obligations.

Call spots are limited, avoid the waitlist

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