Pricing & Fees
We believe in transparent, fair pricing with no surprise add-ons. All fees are based on complexity, time required, and the level of review involved. Final pricing is confirmed after we review your information.
Individual Tax Returns
- Form 1040 (W-2, basic income): Starting at $275–$325
- Additional state return: Starting at $100
- Itemized deductions: May increase fee based on complexity
These returns are ideal for individuals with straightforward tax situations who want their return prepared carefully and reviewed by a dedicated professional.
Self-Employed & Small Business (Schedule C)
- Schedule C Tax Preparation: Starting at $450–$550
- Rental Property (Schedule E): Add $150–$200 per property
Important Note on Schedule C
Schedule C preparation assumes you provide categorized income and expense totals (from bookkeeping software, a spreadsheet, or an organized summary).
Reviewing bank statements, categorizing transactions, or rebuilding records is considered bookkeeping and is not included in the base Schedule C fee.
If cleanup or organization is needed, it will be quoted separately before work begins.
Business Tax Returns
- Partnership (Form 1065): Starting at $800–$1,000
- S Corporation (Form 1120-S): Starting at $900–$1,200
- C Corporation (Form 1120): Starting at $1,200+
Business return pricing depends on record quality, number of owners, states filed, payroll, and balance sheet accuracy.
Bookkeeping & Cleanup (If Needed)
- Transaction review & categorization: $75–$100 per hour
- Prior-year cleanup or catch-up work: $300–$800+
This includes reviewing bank and credit card transactions, separating business and personal expenses, and organizing records so your tax return is accurate and defensible.
Tax Planning & Advisory
- Hourly consulting: $200–$300 per hour
- Ongoing advisory packages: Monthly pricing available
Tax planning goes beyond filing your return. This may include entity selection, estimated tax planning, deduction strategy, and year-round guidance.
Is This the Right Fit?
If your situation is very simple and price is your top concern, a national tax chain may be a good fit.
If you value working directly with the same tax professional, clear communication, and thoughtful preparation — we’d be happy to help.