Tax Services

When Was the Last Time Your Tax Bill Didn’t Surprise You?

At Reconcile Point LLC, we prepare returns from clean records and plan with you during the year, so April isn’t a scramble. We work with individuals, self-employed professionals, and business owners in Summerville, Charleston, and across South Carolina, Georgia, and North Carolina — with service available in most other U.S. states.
(Not available in CA, NY, MD, OR, CT, NV, or IL.)

Every return includes federal and one state filing, three years of audit defense, one year of identity theft restoration, and the option to pay directly from your refund. No upfront payments: you pay only when your return is ready to file. Your fee is fixed and quoted in writing before we begin, so there are no hidden fees and no surprises.

Pay From Your Refund

Most 1040 filers choose to pay their preparation fee from their federal refund. With this option, the IRS deposits your refund into a temporary account at Green Dot Bank, Member FDIC. Your preparation fee is deducted, and the balance is sent to you by direct deposit or check. Refund Transfer is an optional deposit product offered by Green Dot Bank through Santa Barbara Tax Products Group. It is not a loan and is not offered or endorsed by the IRS. Fees apply and are disclosed before you choose this option. Tax refund and e-filing are required. The IRS determines the amount and timing of your refund, and neither Reconcile Point nor the IRS can guarantee when it will be issued. You can track your refund with the IRS Where’s My Refund? tool at IRS.gov. Prefer not to use this option? You can pay by card when you file.

Audit Defense & Identity Theft Restoration

Every tax return prepared through Reconcile Point includes Protection Plus audit defense and identity theft restoration at no additional cost — no enrollment, no extra fees, no upsells.

Included with every return:

• $1 Million Tax Audit Defense™ for three years from the filing deadline. If the IRS or a state agency contacts you, Protection Plus specialists (Enrolled Agents, CPAs, or tax attorneys) handle notice review, responses, and resolution.

• One year of Identity Theft Restoration after your return is filed, covering you, your spouse, and the dependents listed on your return.

Protection activates automatically as soon as your return is accepted by the IRS.

Individual 1040 Tax Returns

We prepare complete federal and state filings for:

• W-2 employees

• Students, retirees, and first responders

• Families with dependents, deductions, or education credits

Every return includes:

• Federal and one state filing

• Secure e-signature and encrypted document upload

• Built-in audit and ID protection

Crypto & Investment Tax Filing

We accurately prepare and report investment and cryptocurrency activity based on 1099 and brokerage-provided statements, including:

• Stock and ETF transactions (Form 8949 & Schedule D)

• Cryptocurrency sales and disposals reported on 1099 forms

• Capital gains reporting aligned with available IRS documentation

Small-Business Tax Preparation

For sole proprietors, LLCs, and S-Corps, we provide complete, compliance-ready filings:

• Schedule C and E returns

• Multi-state or rental-income reporting

• Business returns (Forms 1120-S and 1065)

• K-1 preparation with linked owner 1040 filing

How Pricing Works

Every return is a fixed fee based on the forms your situation requires and how complex it is. Federal and one state return are included. You’ll receive a written quote before any work begins, and nothing is filed until you approve it.
(We do not file in states requiring special tax-preparer licensing.)

Ready to File?

Start your return securely online. Here's what happens next:

1. Complete your intake form and upload your documents.

2. Receive your written fixed-fee quote, along with the details of your included audit defense and ID protection.

3. Choose to pay directly from your refund or by card.

4. Review your completed return with a Tax Professional — a 15-minute call before anything is e-filed.

What would it change if you knew your tax number before April, instead of finding out when you file? Start your return securely online today.

Refer a friend: for every person you refer who files with us, you get $50 off your filing fee, down to $0. Already paid? We’ll refund $50 for each qualifying referral, up to the amount you paid.