Tax preparation for people with complex financial lives.

Accurate returns. Ongoing responsibility. One annual membership.

Talley Tax provides tax preparation and year-round tax stewardship for individuals and families whose finances don’t fit neatly into a once-a-year filing process.

How Talley Tax is different

Most tax preparation is reactive and seasonal.

You gather documents, file a return, and reconnect the following year.

Talley Tax works differently.

Our tax memberships are designed around ongoing responsibility, not one-time filing. That means staying involved as questions come up, decisions are being considered, or something unexpected happens — not just showing up in the spring to prepare a return.

Filing is one moment in the relationship, not the entirety of it.

• When a question comes up mid-year
• When a financial decision has tax implications
• When income, investments, or property change
• When an IRS notice arrives and context matters

Who We Serve

Talley Tax is designed for clients whose tax situation requires ongoing coordination and judgment throughout the year.

How the tax membership works

Talley Tax operates on an annual membership model rather than per-return or per-form pricing.

The goal is simple: clarity, continuity, and shared accountability throughout the year.

Rather than pricing based on how many forms are filed, membership level is determined by overall complexity and the level of responsibility involved. This allows us to stay engaged as situations evolve without the friction of scope discussions or surprise invoices.

The Keystone Method establishes the planning foundation through Talley Wealth. Talley Tax then focuses on accurate execution, coordination, and stewardship across the tax side of your financial life.

Capacity is intentionally limited each year to ensure a high level of attention and responsiveness.

Tax Membership Options

Membership level is determined by overall complexity and the level of responsibility involved.

Typically $1,200–$1,500 annually

Designed for clients with relatively straightforward structures who still want ongoing oversight and access throughout the year.

Common characteristics:

• Employment or retirement income
• Investment activity
• Limited additional complexity
  

Typically $2,000–$3,000 annually

Designed for clients with meaningful complexity that benefits from coordination and judgment throughout the year.

Common characteristics:

• Business ownership or K-1 income
• Rental real estate
• Equity compensation
• Light multi-state considerations

Typically $3,500+ annually

Designed for clients with layered structures and higher coordination needs.

Common characteristics:

• Multiple entities or ownership interests
• Multiple properties
• Multi-state filings
• Higher exposure or reporting complexity

Final pricing is confirmed after the initial strategy work, once full scope and complexity are understood.

Talley Tax is offered to clients who have completed the Keystone Method and maintain an ongoing advisory relationship with Talley Wealth.

This structure ensures a shared planning foundation and allows tax preparation to stay aligned with broader financial decisions.

If you're new to Talley, you can learn more about the Keystone Method here.

Capacity is intentionally limited each year to maintain a high level of attention and responsiveness.

Eligibility and next steps

Let's make your tax life simpler and more coordinated.

If you’re an existing Talley Wealth client or exploring whether the Keystone Method is the right starting point, begin with a short conversation.