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Services

Choose how you want to work with Wealth Path and how you prefer to pay. We offer flexible options to ensure our tax preparation services fit your specific financial needs and lifestyle.

Two Ways to Pay

Pay Now.

Add the services you want to your cart, and pay online at checkout. Your payment is processed immediately, and we will get started.

Pay Later.

No payment due today. Contact us directly and let us know which package you'd like, and we'll get started right away. We'll follow up with secure payment options once your return is complete, including card, Venmo or Zelle.

Want Your Documents Picked Up? Try Tax Dash!

Add Concierge Pick Up and Delivery ($25) to your cart along with your Digital Tax Preparation plan, then call 1-888-780-1040 to schedule your pickup.

 

Available within 15 miles of Yreka, CA.

Start With a Free Consultation

Book a free 30-minute session to discuss your goals and see how financial coaching can help you eliminate debt and build lasting prosperity.

Book Now

Tax Preparation Services & Financial Coaching Plans

Find one that works for you

  • 4 Session Financial Coaching Package

    300$
    First 30 Minute Session is Free, $100 for Sessions 2 through 4
    Valid for 3 months
    • Financial Coaching

  • Concierge Pick Up and Delivery

    25$
    We will pick up your documents and deliver a prepared tax return within 15 miles of Yreka, CA. Please call 1-888-780-1040 to schedule pick up.
    Valid for one month
    • Concierge Pick Up and Delivery

  • Basic

    199$
    Basic 1040 Federal + 1 State Return, Up to 3 W-2s, retirement or unemployment income, Minimal stock and dividend transactions, Standard deduction
    Valid for one month
    • Digital Tax Preparation

  • Standard

    450$
    Income sources included in "Basic" package Schedule C with <$5K income or expenses, Schedule E with single property, Significant credits (excluding EIC)
    Valid for one month
    • Digital Tax Preparation

  • Advanced

    650$
    Income sources included in "Standard" package, Substantial stock, option and dividend transactions, Schedule C with >$5K income/expenses or multiple Schedule C, Schedule E with multiple properties
    Valid for one month
    • Digital Tax Preparation

  • Corporate

    1,075$
    1120/1120S with <$250K revenue/assets or $0 income compliance filing, 1065 with <$250K revenue/$1M in assets or $0 income compliance filing
    Valid for one month
    • Digital Tax Preparation

  • Corporate Plus

    1,600$
    Corporations with larger revenues/assets than in "Corporate" package, 8825 filing Rental Real Estate Income/Expenses, Pricing is customized to clients
    Valid for one month
    • Digital Tax Preparation

  • Add Ons

    80$
    Additional States, paper filing, quarterly tax projections and estimated tax payments, K-1/K-2/K-3 and basis tracking for corporations, 2553 S-Corp status elections, Prices vary upon need
    Valid for one month
    • Digital Tax Preparation

  • Nonprofit Filing 990-N

    300$
    Filing the 990 e-postcard and the associated state filing
    Valid for one month
    • Digital Tax Preparation
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