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TEL: 509.684.4647

Pricing

Tax Return Preparation Packages

Choose the level of support that fits your needs.​​

Lowest Cost

Compliance

Paperwork done for you. Incomes, deductions, and tax credits explained.

Starting at $258*

What's Included

  • Form 1040 tax return preparation, efile, and IRS acknowledgement receipt

  • Secure portal for document upload and file storage

  • Convenient ACH financial transactions

  • Return Review appointment to speak directly with your preparer via phone or video

Recommended!

Collaboration

Set a strategy for your future return and get regular check-ins all year.

Starting at $497*

What's Included

  • Everything in the Compliance Package, plus:50% 

  • Spring Tax Projection to see what your next return looks like

  • Withholding adjustment and mid-year paystub review

  • Fall check-in with updated tax projection

  • 50% off IRS Notice Assistance

Best for Small Business

Concierge

Aggressively pursue your best tax advantages with quarterly strategy meetings.

Starting at $995*

What's Included

  • Everything in the Compliance Package, plus:

  • Spring Tax projection and custom quarterly ES vouchers

  • Summer Strategy call to adjust your plan mid-year

  • Fall Strategy call with ES voucher adjustments

  • Year-End Strategy call for last-minute tax savings

  • IRS Notice Assistance included

  • Unlimited Quick Questions

*All package prices start at the lowest cost for Form 1040 preparation only.

Any additional forms required to complete your tax return will be billed at additional rates.

See below for our average form fees.

Tax Return Preparation Fees

Your return preparation cost depends on the complexity of your situation. Here’s how we figure it out:

  • Fixed fees for each tax form and worksheet.

  • Some items, like stock sales or depreciation, may have a per-item charge.

Our base fee of $258 includes up to 2 income documents (W-2s, 1099s, Social Security statements, etc.) additional at $5 each

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Here’s what we typically see our clients pay:

  • Simple returns: $258–$375 (low: w-2, no dependents. High: Multiple jobs, dependents, bank interest)

  • Average returns: $400–$600 (low: dependents, education credits, investments. High: Side gig, K-1 income)

  • Complex returns: $750–$1,500+ (low: rental income. High: Small business with depreciable assets)

  • Advanced situations: $2,000+ (multiple rentals, businesses, investment packages)

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Tax Planning Services

Services are only available to current clients.

We cannot offer services to anyone for whom we have not prepared their most recent tax return.

We designed our packages, above, to bundle some our most commonly utilized services at a discount.

Here are costs of our services ala carte:

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​Tax Strategy appointment $250

IRS Notice Assistance $300

W-4 withholding adjustment and mid-year paystub review $125

Qtr ES vouchers (safe harbor amounts) and reminders $125

Custom ES vouchers and digital payment assistance $375

Tax projection $100​

Quick Question email response $60

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