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Tax Intake Registration

To begin your tax preparation, please fill out our digital intake form via the secure HubSpot link found on each specific rate section. This digital paperwork gathers the primary financial data required to review your tax file accurately.


Notice: A direct link to this mandatory form is also sent automatically within your appointment confirmation email.

Tax and Financial Services

Tax and Financial Services

Basic Tax Preparation

This service is ideal for individuals with simple tax returns, including single filers with no dependents and only W-2 income. Filing …
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$79.00 

Standard Tax Return

For individuals or families with multiple sources of income, including W-2s, self-employment, and eligibility for various tax credits, the …
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$159.00 

Premium Tax Return

Perfect for those who are self-employed, have investments, or earn retirement income, the premium tax return service handles more complex …
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$249.00 starting

Tax Planning

Proactive tax planning is essential for individuals and businesses looking to reduce tax liability and prepare for the future. This …
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$150.00 /hr

Tax Resolution

Navigating the financial landscape can be challenging, but having a reliable advisor can make all the difference. Whether you’re planning …
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$119.00 /hr

Bookkeeping

For individuals and businesses alike, maintaining organized and accurate financial records is crucial. This service ensures your …
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$75.00 /hr

Fix Unfiled Taxes

We reconstruct past records, file accurate back returns, and correct your standing with revenue agencies directly through our secure platform.

File Late Returns

Address IRS Notices

We provide a swift diagnostic review to explain the exact cause of the audit or discrepancy and outline your required written response.

Analyze Your Notice

Verified Client Feedback

Read firsthand accounts from the individuals and business owners who depend on our firm for accurate filings and total clarity.

Dee was right on top of doing my taxes. Very efficient and easy to work with. This is my second year doing my taxes with Data Mind and it has been...  Read more
Mar 23, 2026
Michelle Hines
Data Mind is an Excellent tax preparer service! Honestly I thought my tax records were a bit of a mess! No, they were. I had also fell behind a...  Read more
Mar 21, 2026
Skyler Cooper
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