
CONVENIENT AND EASY TAX PREPARATION WITHOUT LEAVING THE COMFORT OF YOUR HOME
Brett R. Polzin, CFP®, EA, Founder
“People work hard to try to get ahead in life. Our mission is to clear the obstacles impeding their journey. ”
Welcome to Polzin Tax & Business Advisors (PTBA), where your tax preparation needs are handled with expertise, transparency, and customized care. Our tax preparation fees are straightforward, based on the time and complexity involved in accurately preparing your return.
Individual Federal & State Tax Filing
We encourage our clients to e-file their individual tax returns to expedite refunds and direct deposits. We also assist with filing tax extensions to help avoid penalties, minimize interest, and accurately project overall tax liability.
Personalized Tax Planning
Our tax professionals tailor our services to your unique circumstances and financial goals, laying the groundwork for an optimized tax return. We’ll help you gather the necessary documents and information, ensuring you capitalize on every opportunity to save money. Year-round tax planning to help you dial in your withholdings and reduce lifetime tax liabilities.
Virtual Tax Prep Experience
There’s no need to visit our office—simply upload your documents, discuss details via video calls, and track progress online. With the convenience of online meetings and secure client portals, you can handle all aspects of your tax preparation from the comfort of your home. This streamlined approach ensures effective communication and makes managing your taxes easy and hassle-free.
Get more than basic filing from your tax professional.
Understand your taxes and your financial future better than you ever have before.
A Simple, Tiered Approach to Pricing
We’re excited to introduce SIMPOLFIED 1040 Tax Preparation—a streamlined tax return preparation service tailored for clients with straightforward tax situations who still want the expertise of a trusted tax firm.
Let us handle the filing so you can check this task off your list and relax, knowing a team of professionals is behind you.
SIMPOLFIED Fast 1040
For clients with straightforward returns who desire the expertise of a tax professional at a flat price.
Pricing: $400
SIMPOLFIED Standard 1040
For clients with slightly more complex returns still at one flat price with option to add additional states.
Pricing: Starts at $525
SIMPOLFIED Advanced 1040
For clients with more advanced returns. Price will increase based on complexity.
Pricing: Starts at $650 (typically $650 - $1,000)
SIMPOLFIED Student
For students and dependents under age 24 with simpler tax situations.
Pricing: Starts at $225 (typically $225 - $400)
We Proudly Offer Discounts For: Military Veterans, First Responders, Healthcare Professionals, Educators, and U.S. Citizens Age 65+
Interested In Year-Round Tax Support?
SIMPOLFIED Priority Access
For clients desiring year-round tax support, planning and return filing in one easy subscription.
Pricing: Starts at $1050 (typically $1,050 - $1,800/yr)
Don’t anticipate your tax situation changing?
SIMPOLFIED FeeLocker can lock in this year’s price for your next two returns.
Additional terms apply.
We Value Your Referrals!
As a token of our appreciation, current members may receive a $25 gift card for each new tax client they refer to us who completes their tax filing.
Maximum 10 referrals per calendar year.
Our goal is to provide value that exceeds the price you pay!
Start making your taxes more SIMPOLFIED today!
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Our clients receive integrated tax, business and financial planning conveniently within one firm.
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Small business owners benefit from coordinated bookkeeping, payroll and advisory services.
Bookkeeping
Payroll
Business Advisory
Business Formation
Business Entity Selection