Pricing

Fee Schedule

All fees posted transparently. No surprise charges. Discounts and protective fees applied per written policy.

2027 Filing Season

Tax Return Preparation

Service Standard Fee With Discount* Select
Standard Return (Form 1040) Up to 5 income statements (W-2, 1099s, SS income). Standard deduction. One state. Does not include brokerage statements. $200 $180
Advanced Return Standard return plus: up to 2 brokerage statements, education credits, HSAs, itemized deductions, foreign tax credit (1 source). $350 $315

Add-On Schedules & Forms

Service Standard Fee With Discount* Qty
Child return (per child, basic return) $100 $90
0
Schedule C: sole proprietor / self-employed With reasonably organized records $200 $180
0
Schedule D: capital gains (each additional brokerage account) $50 $45
0
Schedule E: rental property (each) $150 $135
0
Complex foreign tax credit (multiple income sources) $150 $135
Additional state return (resident or non-resident) $75 $68
0
ITIN application assistance (W-7) $100 $90
0
Estimated tax calculation & vouchers (Form 1040-ES) $50 $45
Total estimate: $0.00 Select a return type above, then add any applicable schedules. Estimate reflects preparation fees only.

Discount Policy

* Returning client discount (10%) and Veteran / Teacher discount (10%) each apply individually. Both discounts can stack for a combined 20% off preparation fees.

Discounts apply to preparation fees only and do not apply to administrative or protective fees listed below.

Prior-Year & Amended Returns

Service Fee
Prior-year return (one year back) Full upfront payment required at engagement. Current-year rate + $75
Prior-year return (two or more years back) Current-year rate + $125/yr
Amended return (Form 1040-X, minimum) * Applies to amendments necessitated by incomplete, incorrect, or omitted client-provided information. Amendments required due to preparer error are completed at no charge. $175

Administrative & Protective Fees

These fees are posted publicly and applied consistently per written policy. Discounts do not apply.

Fee Amount
Engagement retainer $75
Disorganized records surcharge For Schedule C / Schedule E returns $100
Incomplete submission / re-open fee For unreasonable or repeated omissions $50
Late-season surcharge (after April 1) $50
Extension preparation (Form 4868) $60
Rush processing (72-hour turnaround) $100
No-show / cancellation (less than 24 hrs notice) $50

Services Not Offered (Referred Out)

  • IRS audit representation (available upon EA enrollment, coming soon)
  • S-corporation returns (Form 1120-S)
  • C-corporation returns (Form 1120)
  • Partnership returns (Form 1065), more than 2 partners or complex allocations
  • Estate and trust returns (Form 1041)
  • FBAR / FinCEN 114 filings
  • Foreign earned income exclusion (Form 2555)
  • Payroll tax returns (Forms 941, 940)