Taxes made simple
for individuals & families.
Work directly with Eli Jump, CPA — not a big firm, not rotating staff. Clear communication, accurate returns, and no surprises at tax time.
Built for real people, real lives.
Whether it's your first home, a major life change, or a return with a few more moving parts than usual — Strategy & Tax is here to make it manageable.
W-2 Employees
Single job or multiple employers, stock options, or mid-year changes — we'll handle the details accurately.
Homeowners
Mortgage interest, property taxes, and home office deductions — we find every dollar you're entitled to.
Families
Kids, childcare credits, education deductions, and more — your return should reflect your full picture.
Investors
Stocks, mutual funds, crypto, or rental property — capital gains and losses handled with precision.
Life Change Years
New job, new baby, new state, marriage, or divorce — these moments affect your taxes more than you'd think.
Remote Workers
Multi-state taxes, home office, and equipment deductions — remote work has unique tax needs we know well.
Simple from start to finish.
Three straightforward steps — no jargon, no runaround, no surprises.
Quick Fit Check
A free 15-minute call to understand your situation and confirm we're the right match.
Secure Document Upload
Share your documents through a secure client portal — then we review and send a clear proposal.
Filed & Done
We prepare your return, review it together, answer every question, and file on your behalf.
Transparent, fixed-fee pricing.
No hourly billing, no hidden add-ons discovered at filing. You'll know the exact cost before any work begins.
| Service Tier | Best For | Fee Range | Key Inclusions |
|---|---|---|---|
| Basic Filing Straightforward return with standard income and deductions. | W-2 employees, standard deduction, basic interest or dividend income (1099-INT / 1099-DIV), simple credits such as the Child Tax Credit. | From $300 Federal + one state | Federal Form 1040, one state return, secure e-filing, document portal. | Standard Filing Homeowners, investors, and families with a few more moving parts. | Homeowners, clients with moderate investment activity, or anyone with more complex situations requiring itemized deductions (Sch. A) — mortgage interest, property taxes, charitable giving. | $400 – $650 Based on complexity | Everything in Basic + Itemized Deductions (Sch. A), Capital Gains / Losses (Sch. D) |
| Comprehensive Filing Complex situations requiring additional schedules or multi-state filing. | Self-employed individuals, freelancers, gig workers, landlords, remote workers in multiple states, retirement income with complex distributions, partnership or trust K-1 recipients. | $650+ Varies by complexity | Everything in Standard + Self-Employment Income (Sch. C), Rental Income (Sch. E), Multi-State Returns, K-1 reporting |
| Service / Situation | Avg Fee Range |
|---|---|
| Self-Employment Income (Schedule C) | $300 – $600+ |
| Rental Property Income (Schedule E) | $150 – $300 per property |
| Additional State Return | $100 – $150 per state |
| Partnership / Trust K-1 Reporting | $75 – $150 per K-1 |
| Amended Tax Return (Form 1040-X) | $300 minimum |
| IRS or State Notice Response | $200 minimum |
| Tax Planning Session (mid-year or year-end) | Quoted individually |
A CPA you can actually reach.
Former PwC · Fortune 200 · Missouri CPA #2014042035
Eli is a St. Louis–based CPA who helps individuals and families navigate taxes with clarity and confidence. He lives in the area with his wife and two kids and understands that tax decisions are often tied to real life, not just numbers.
With more than 12 years of experience, including PwC and a Fortune 200 company, he brings big-firm expertise with a personal approach.
When you work with Strategy & Tax, you work directly with Eli — every time. His goal is simple: make taxes easier to understand and far less stressful.
Book a Free Intro CallLet's make this tax season easy.
Start with a free 15-minute intro call. No pressure, no commitment — just an honest conversation about your situation and whether we're a good fit.