Pricing
Our tax preparation fees are based on the forms required to complete your return. Below are some general examples of the price range for common returns. Tax prep fees include preparation, filing, and your printed copy (+ PDF if requested) only, and assume complete books/records in good condition. The below figures are general ranges and will be accurate for most returns, but it’s possible for a return to be less than or more than these ranges as well.
Basic Individual/Family Returns: $225+
Price range covers most tax returns with some or all of the following: 1040 with Dependents, W-2 income, and Child Tax Credit.
Standard Individual/Family Returns: $255+
Price range covers most tax returns with some or all of the following: All forms listed in Basic, plus Schedule A Itemized Deductions, 1099-Rs, Social Security, Interest & Dividends, Education Credits, Retirement Savings Credit, and Fed/State extension.
Advanced Individual/Family Returns: $325+
Price range covers most tax returns with some or all of the following: All forms listed in Basic & Standard, plus HSA forms, Charitable Non-Cash Contributions over $500, Residential Energy Credits, Capital Gain/Loss Sch D, K-1 forms, Premium Tax Credit, Earned Income Credit, and Dependent Care Credit.
Self-Employed/Rental Returns: $350+
Price range covers most tax returns with some or all of the following: All forms listed in Basic, Standard and Advanced, plus ONE business (Schedule C – Sole Proprietor or Single Member LLC only), rental (Schedule E), SE tax calculations, Estimated Tax calculations for Federal
1099-MISC/1096: $50+
Includes preparation of forms 1099-Misc and 1096 Information return. First 1099-Misc + 1096 is $50 if we are also preparing your tax return; $100 as a stand-alone service. Additional 1099-Misc forms are $35 each.
Tax Return Review: $50 Per Year
This review will look over your previously filed tax return to make sure that all possible credits and deductions were claimed, and all required forms were filled out correctly. You will also be able to ask questions relevant to the year being reviewed. The review report will list any errors found, along with an explanation of potential consequences and advice on what to do next. Cost of review is applied towards tax prep fees should you decide to have us amend the return.
