Pricing
Tax Return Preparation Packages
Choose the level of support that fits your needs.​​
Paperwork done for you. Incomes, deductions, and tax credits explained.
Starting at $258*
What's Included
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Form 1040 tax return preparation, efile, and IRS acknowledgement receipt
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Secure portal for document upload and file storage
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Convenient ACH financial transactions
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Return Review appointment to speak directly with your preparer via phone or video
Set a strategy for your future return and get regular check-ins all year.
Starting at $497*
What's Included
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Everything in the Compliance Package, plus:50%
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Spring Tax Projection to see what your next return looks like
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Withholding adjustment and mid-year paystub review
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Fall check-in with updated tax projection
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50% off IRS Notice Assistance
Aggressively pursue your best tax advantages with quarterly strategy meetings.
Starting at $995*
What's Included
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Everything in the Compliance Package, plus:
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Spring Tax projection and custom quarterly ES vouchers
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Summer Strategy call to adjust your plan mid-year
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Fall Strategy call with ES voucher adjustments
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Year-End Strategy call for last-minute tax savings
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IRS Notice Assistance included
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Unlimited Quick Questions
Not sure which one is right for you?
Don't worry, you don't have to decide in advance.
*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:
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Fixed fees for each tax form and worksheet.
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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:
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Simple returns: $258–$375 (low: w-2, no dependents. High: Multiple jobs, dependents, bank interest)
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Average returns: $400–$600 (low: dependents, education credits, investments. High: Side gig, K-1 income)
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Complex returns: $750–$1,500+ (low: rental income. High: Small business with depreciable assets)
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Advanced situations: $2,000+ (multiple rentals, businesses, investment packages)
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Tax Planning Services
Services are only available to current clients.
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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.
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