Professional, personalized tax returns for total peace of mind.
We cut out the tax jargon and speak your language to make tax filing easy.
You:
are ready to say goodbye to stressful and time-consuming tax returns
want straightforward advice from a tax expert who’s on your team
want a personalized service that treats you as an individual, not a number
Taxes don’t need to be on your radar. We’ve got it all covered.
Never worry about tax filing again. Our experts complete your individual tax return as thoroughly and tax-efficiently as possible. You'll have minimum hassle, maximum time to enjoy life.
Think of us as your own personal tax team.
Our Concierge package goes beyond just tax filing.
Proactive tax planning for your unique situation. We apply advanced tax strategies to reduce your tax bill.
To-the-point, zero-BS tax advice. No more searching for answers on YouTube or TikTok.
Unlimited access to our team of tax experts. Ask as many questions as you want throughout the year; any support requests are responded to on the same day.
No extra charges, all communication is wrapped in. We’re straight-shooters with our pricing.
Our Tax Return Process
You want a team of tax experts who are big on deadlines. Here's what to expect, what to do, and when to do it.
You receive a proposal.
You’ll get a link to our Engagement Letter asking if you’d like us to prepare your tax return. This will include info on the documents we need and pricing.
We communicate.
You’ll be invited to an onboarding call. We’ll ask you some questions and make sure you’re clear on what to do next.
You upload.
You'll upload all documents to our client portal.
We complete.
We'll contact you with the results. At this stage we also invite you to a call, where we'll further discuss your return and answer any questions you have.
We review.
Your return will be reviewed by our Tax Manager. We will send over any additional questions or opportunities.
We prepare.
We’ll get your tax return ready.
You e-sign.
After you've reviewed your return you'll need to confirm and authorize its submission.
We file.
We’ll submit your tax return to the IRS and State (if applicable).
You’re done.
Two or three days after filing, you’ll receive a confirmation it's been accepted.
We provide a full tax service.
Proper file delivery, on time and without delay. Choose from two ways to work with us, outlined below.
Our Compliance Package
One-off Service
FROM
$500
We complete and submit your 1040 individual income tax return
You'll get basic tax support from our specialists
Our Concierge Package
One-time charge
FROM
$550
We complete and submit your 1040 individual income tax return for the current year
You'll receive comprehensive tax support from our specialists
Audit protection
Every Month Thereafter
FROM
$75
Preparation and submission of your 1040 each year (for as long as you're subscribed)
You'll receive comprehensive tax support from our specialists
Audit protection
Unlimited tax support
Same day response
Unlimited CPA support
The attentiveness and professionalism of [the] entire team is very much appreciated. I am somewhat of a control freak, and it is very hard for me to “let go” of certain things, but it has been amazing to be able to back off a bit and feel some confidence that things are being taken care of. Everyone we’ve engaged with at Sundack has been an absolute pleasure to work with. Vincent, Amanda, Melissa—all of them have been wonderful.
- Steve McLymont, President, Black Belt Consulting
Gain total compliance confidence today.
Schedule a chat with a member of the Sundack team to get started.