2024 Price Schedule

Pricing:

Individual Return: Start at $220 for standard deductions and $323 for an individual return with itemized deductions. We charge $75 for each additional state return needed. (Individual return package of $220 (or $323) includes 1 federal return and 1 state return - We charge per return, not per person, so MFJ/Married Filing Jointly is considered one return, MFS/Married Filing Single is considered 2 returns.

***Please note, we reserve the right to increase the rate above depending on the complexity of the tax return up to $100 (Examples: High number of investment accounts and stock sales to enter (over 5 investment accounts), complex employee stock options received (if not reported on W2), meeting with financial adviser to decide retirement options, etc.). Clients will be notified before completion to decide if they want us to continue the work. We make sure to be as upfront as possible about all our charges.

 

Dependent's Return: Start at $50 - We charge $25 for each additional state needed. ($50 Includes federal return and 1 state return)

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FIN 114: If you want us to file for you, we charge $150.00 per person

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Business tax returns: Please note, rates below for business tax returns do NOT include bookkeeping. It includes the preparation of the tax forms and associated schedules. If you need us to turn your bank statements and receipts into financials, we charge $125/hour for bookkeeping.

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Self-employed/LLC Single Member: Start at $400 (includes owner's simple attached individual tax return - federal and one state)

 

Rental Property Owners: $200 per rental property in addition to the individual return preparation fee

Sale of Rental Property Reporting: To report sale of rental property we charge $175 per property

 

Partnership: Start at $950 (includes free owner's simple individual return)

 

S-Corp: Start at $950 (includes free owner's simple individual tax return)

 

C-Corp: Start at $1,000 (includes one free owner's simple individual tax return)

 

Estate Returns: We only prepare simple 1041 returns. Start at $650.00

 

Audit representation: FREE to clients for the tax years we prepared their taxes that are being audited.

We charge $150.00 an hour for audit representation, replies, and consulting for tax years we did not prepare the tax return.

Amended returns: We charge the normal rate for the return type or $250 per hour, whichever is less, see above, that's because we have to recreate the original return in order to amend it.

Please note:

We don't charge for initial consultations (half an hour for individuals and up to 1 hour for businesses), feel free to make an appt to get an estimate or to see if we are a good fit for each other!

We do not offer free advice to people self-preparing their tax returns, we also don't offer free reviews after tax season of self-prepared returns unless you are looking to hire a tax professional.

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