Welcome to Leary Tax LLC
Leary Tax LLC is a tax consulting and compliance firm, based in Justin Texas, that serves individuals and small businesses across the United States. The owner and practitioner, Zach Leary, EA, has more than 16 years of CPA firm experience, specializing in tax planning, preparation, and resolution. He has worked with clients in various industries, such as real estate, healthcare, and entertainment.
Leary Tax LLC is set up to provide a fully virtual experience, with a secure portal, smart tax organizers, and online virtual meetings.
Individual Tax Packages
EZ Prep Individual Tax Return Package
$149 Flat Fee
Our Entry-Level Package for Straightforward Tax Situations
Our Automated System on the portal will walk you through what information we will need and what documents you should provide. We will prepare the return and upload a copy for your review and signature. Easy!
Sign up for an account at portal.learytax.com and select the EZ Prep package.
This plan is for tax returns with only the less time-intensive issues, such as W-2 wages, simple interest income from bank accounts, dependents without childcare deductions, simple side hustles, health insurance through the healthcare.gov Marketplace, student loan interest, Social Security income, etc. If you have an operating business, rental properties, investments, receive Schedules K-1, or need state income tax returns, please choose the regular individual tax preparation plan for a quote.
For comparison:
H&R Block advertises a starting price of $89, but that only includes a return with one W-2. They charge the following for additional issues, which are included in our $150 flat fee:
+ $101 for Dependents
+ $71 for Student Loans/Tuition
+ $71 for Retirement Income
+ $25 for Interest Income
+ $30 for Insurance through Healthcare.gov
TurboTax preparation starts at $129 for only one W-2. Returns with only two W-2s are $189. Families with kids typically start at $299.
Regular Individual Tax Return Package
Typically $300 minimum
Actual price based on complexity
Book a time to discuss your tax situation for a fee quote
Package Includes the Following:
Fed and State Tax Return Filing
Review for Additional Deductions and Credits
User-Friendly Portal with Tax Organizer
Limited Advising before Additional Costs
Virtual Meeting to Review Tax Return
Premier Individual Tax Package
Starting at $4,000
Billed annually
Gain total peace-of-mind with our Premier Individual Tax Package
Package Includes the Following:
Fed and State Tax Return Filing
Quarterly Estimate Calculations
Unlimited Advising
Review of Tax Notices and Advice on Next Steps
Virtual Meeting to Review Tax Return
Business Tax Packages
Partnership and S Corporation Tax Preparation
Typically $800 minimum
Actual price based on complexity
Package Includes the Following:
Fed and State Tax Return Filing
Review for Additional Deductions and Credits
User-Friendly, Secure Portal
Limited Advising before Additional Costs
Virtual Meeting to Review Tax Return
Non-Profit, Estate, and Trust Tax Preparation Package
Typically $1,000 minimum
Actual price based on complexity
Package Includes the Following:
Fed and State Tax Return Filing
Review for Additional Deductions and Credits
User-Friendly, Secure Portal
Limited Advising before Additional Costs
Virtual Meeting to Review Tax Return
TaxDome Client Portal
We invested in the most user-friendly and secure client portal on the market.
TaxDome provides a secure way to send documents, automated updates on the status of your engagement, smart tax organizers, a secure way to chat, and more.
Click on the video to see the difference that TaxDome brings.
Testimonials
See what our clients had to say about us!
I am highly recommending Leary Tax LLC. We had just moved from Texas to South Carolina with a house sale so we really needed help this year. We met through his portal on web cam, their customer portal is easy to use and uploading was a breeze. They remained in contact though out the process. This was a seamless experience. Great Experience.
From using Turbo Tax to Leary, I can safely say Leary Tax is the way to go! You get quick professional help while simply using a single portal for all your communication and document gathering needs. He provides a personal touch via chat to make sure you're meeting all the federal requirements while allowing you to remain in the comfort of your home!
Great experience working with Zack. Made everything easy.
Why choose Leary Tax LLC?
If you go with one of the big CPA firms, a partner will give you an impressive, charismatic sales pitch and then have a brand-new associate do all of your work. If you go with one of the chain tax preparation places, you will sit down with an "expert" who received a whopping 3 weeks of training to enter form numbers into the software.
With me, you're getting an Enrolled Agent (EA) in practice since 2007 involved at every step, ensuring that you get the most accurate and optimized tax return possible. I know what questions to ask to get you as many deductions and credits as the law allows.
What is an Enrolled Agent?
Enrolled agents (EAs) are federally-authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government.
Only EAs, attorneys, and CPAs may represent taxpayers without limitation before the IRS. EAs advise and represent taxpayers who are being examined by IRS, taxpayers who are unable to pay, and taxpayers who wish to avoid or recover penalties. EAs prepare tax returns for individuals, partnerships, corporations, estates, trusts and any other entities with tax-reporting requirements.
Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation and are required by the federal government to maintain their professional skills with continuing professional education.
What are the benefits of using Leary Tax LLC over other solutions?
When you are a client of Leary Tax LLC, you get peace of mind knowing that your return is done right and you have someone who has been practicing tax since 2007 that you can contact year-round with questions.
You will have someone who can help with IRS or state notices, IRS or state audits, and setting up payment plans with the IRS.
We save you time! Upload your documents and answer a smart questionnaire and we take it from there.
