We Do More Than “Year-End Cleanups”
At Zastenchik & Co., we work with business owners who want more from their CPA. Our team provides timely, understandable reports, structured planning meetings, and responsive answers all year long—not just at tax time. With us, you’re not hiring a bookkeeper—you’re gaining a financial partner.
Individual Tax Pricing Options
When we only provide a price quote, it essentially commoditizes the work we do, where low cost becomes the key, if not sole determining factor. However, at our firm, we put significant time and effort into providing value for our clients. Value can be in the form of quality tax advice, tax savings, better customer service, reliability, convenience, year round service and reasonable cost.
Therefore, when deciding on whom to use for your personal taxes,
we encourage you to look at all the important factors. With this in mind, we are happy to give you a range on what the cost to prepare your taxes might be, on average, the price of your tax return may fall into the following ranges depending on your circumstances:
Starting at:
$450
1040
US Individual
Starting at:
$650
1040 Plus
Schedule C
Starting at:
$650
1040 Plus
Schedule E
Starting at:
$150
Additional
States
Starting at:
$450
1040 US Tax Return for Estates and Trusts
Add-On Services
Complimentary Wealth Management Review
A no-cost, no-obligation review of your financial picture with our in-house wealth advisory team. We'll look at your investments, retirement accounts, insurance, college planning, estate considerations, and how these align with your tax strategy. This is not a sales pitch-our goal is to ensure your finances and taxes are working together efficiently to support your long-term goals, all under one roof.
Tax Notice Protection
$99 annually
Provides peace of mind by covering our professional response to routine IRS or state tax notices related to your personal tax return. These notices are increasingly common and often result from tax agency errors or missing information-not from anything you did wrong. Without this service, responding to a notice can cost more than the tax return itself and requires a $250 deposit plus hourly billing. This annual service includes correspondence-based resolution but does not cover tax court representation or amended returns. We highly recommend this add-on for stress-free support if a notice arrives.
Year-Round Access - Unlimited Quick Questions
$199 annually
Year-Round Access gives you unlimited email or phone access for simple tax and financial questions throughout the year, without hourly billing or hesitation to reach out. This annual service begins after your tax return is completed and keeps you informed, confident, and supported year-round. If you are not enrolled and request advice later, a $250 deposit is required to begin consultation and research. Any time beyond the first hour is billed at $250 per hour.
Year-End Tax Planning, Strategy & Projection Meeting
Starting at:
$349 annually
Be included on our exclusive list of clients who receive proactive tax-saving strategies before year-end. In the fourth quarter, we meet virtually or in person to review your income, deductions, withholdings, retirement planning, and project your tax liability to help avoid surprises and identify savings opportunities. Clients often save thousands through strategies like timing income and expenses, maximizing deductions and credits, and using tax-efficient investments. If not selected now and requested later, the price will be your current tax preparation fee plus $349.
Planning for Real People
Financial success looks different for everyone. We work with a wide range of clients, including military members, women in transition, and families planning for the future. Our goal is to provide clear, strategic advise that meets you where you are.
Partners Who Put You First
A Family-Owned Firm with a Client-First Approach
Founded by a father-daughter team, MVEST Wealth Partners has always been more than a financial firm—it’s a family business committed to building strong, lasting relationships with our clients. As we continue to grow, we remain dedicated to providing personalized wealth management, financial planning, and investment strategies tailored to each individual’s unique goals.
