A Higher Standard of Tax Preparation for Busy Professionals
GMD TAX SERVICES, LLC
Services
Individual Tax Preparation and Compliance
Included in Every Engagement:
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Federal and state individual tax returns
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Structured review for accuracy, consistency and risk
Complex Individual Tax Situations As Needed
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Schedule C (self-employed)
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Schedule E (rental or pass-through income)
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Multi-State filing requirements
Fully Virtual, Secure Experience
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Encrypted document uploads
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Structured organizer
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Electronic review and signatures
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No in-person meeting required
Pricing
1
Essential Compliance
$695
Includes federal and state returns, secure online organizer, accuracy-focused review, virtual review and electronic filing
2
Advanced Compliance
$1,095+
Includes everything in Essential, plus additional schedules (Schedule C/E), more complex income structures and multi-state considerations
3
Comprehensive Compliance
$1,495+
Includes everything in Advanced, plus highly complex income or reporting, priority communication and enhanced support
Fee confirmed with engagement letter before work begins. Final pricing depends on complexity and scope.
Referral Courtesy Program
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Receive $100 off your engagement fee for each qualified referral
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The referred individual must engage GMD Tax Services and complete a paid engagement
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Credits apply up to the amount of your selected service tier and may only be applied to the current tax year
Terms & Conditions:
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Referral credits apply only to new clients who complete a paid engagement
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Credits have no cash value, are non-transferrable, and may not be redeemed for cash
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Credits cannot exceed your selected service tier
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GMD Tax Services reserves the right to determine qualifying referrals
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Program may be modified or discontinued at any time
About
Experience That Informs the Process
Executive-level discipline to individual tax preparation:
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12+ Years in Investment Banking: Experience handling complex financial information with accuracy and attention to detail
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CFO with 15+ Years of Experience: A compliance-first mindset shaped by executive accountability and risk management
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Wharton MBA: Advanced financial training applied to every individual tax return
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Tax Experience: Worked on 100+ individual tax returns, including itemized deductions, investment income, self-employment income, capital transactions, rental activity and K-1s
