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Available Online

Financial Checkup

Budget and Credit Counselling

1 h
60 US dollars
Virtual Session

What You Receive

Think of it like a wellness exam for your wallet. Our Financial Checkup is a one-on-one session designed to help you understand where you stand financially—and how to move forward with clarity and confidence. We’ll assess your overall financial health, identify challenges, and create actionable steps to help you budget better, manage debt, and work toward your goals. During your checkup, we will: ✅ Review your income and monthly expenses ✅ Analyze your current budgeting habits ✅ Assess debt load and credit report (if available) ✅ Identify financial leaks and missed opportunities ✅ Discuss savings strategies and financial goals ✅ Provide culturally relevant, judgment-free guidance Whether you're just getting started with money management or need to reset your financial life, this session is a great first step toward financial wellness. Languages Available: English, Hindi, Tamil, Malayalam, Ukrainian, Russian, Pashto, Dari, and more. Service Duration: 1 hour (with 15-minute buffer time)

If Plans Change

Please notify of cancellation or changes to your appointment by phone at a minimum of 24 hours before your appointment.

In case of Queries

(253)-617-4747

taxes@thetaxreturner.com

Choose your Tax Package

$100

INDIVIDUAL PACKAGE

Perfect for individuals and students with a W-2.

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Single 

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✅ Federal tax return preparation

✅Standard Deduction

✅ Personalized document review

✅ Maximize eligible deductions and credits

✅ Explanation of your tax outcome

✅ Filing confirmation and refund tracking support

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$135

FAMILY PACKAGE

Best for couples filing jointly or families with dependents.

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MFJ or HOH

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✅ Joint filing or head of household return

✅Standard Deduction

✅ Dependent credits (CTC, EITC, education, etc.)

✅ Review of childcare and education expenses

✅ Tax benefit optimization for parents

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$200

GIG-WORKER PACKAGE

For Uber, DoorDash, Lyft drivers, freelancers, and other 1099 filers.

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Any Filing Status

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✅ Full Schedule C income and expense reporting

✅W-2 and 1099 Income

✅ Guidance on mileage, deductions, and self-employment tax

✅ Quarterly estimated tax planning

✅ 1099-NEC and business expense reconciliation

$250

Small Business Package

Best for tax situations with single-member LLCs

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Any Filing Status with an LLC​

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✅ 1040 Federal return for single-member LLC

✅ Schedule C income and expense reporting

✅ Business deductions 

✅ Quarterly estimated tax guidance

✅ Personalized consultation on business tax strategy

✅ E-filing confirmation and audit preparedness tips

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