Tax Services + Pricing

New Client Questionnaire

College or High School Student Tax Package

Ideal for: Individuals presently in school with a simple W-2, can be claimed as a dependent, and straightforward financial situations.

• Includes:

  • Federal and one state return

  • E-filing services

• Price Range: $25 - $75

Individual Essential Tax Package

Ideal for: Individuals with simple W-2 income, standard deductions, and straightforward financial situations.

• Includes:

  • Federal and one state return

  • E-filing services

• Price Range: $100 - $150

Individual Plus Tax Package

Ideal for: Clients with multiple W-2s, itemized deductions, dependents, and some simple investment income.

• Includes:

  • Federal and one state return

  • E-filing services

  • Schedule A (Itemized Deductions)

• Price Range: $200 - $250

Self-Employed & Investor Tax Package

Ideal for: Self-employed individuals, freelancers, hobby income, small business owners, or those with rental property or investment income.

• Includes:

  • Federal and one state return

  • Schedule C or Schedule E (up to two properties)

  • Schedule D (Capital Gains)

• Price Range: $300 - $550

Add-On Services

• Tax Planning Session: $75 - $125/hour

• Additional Schedules: Affordable Fixed rates for each additional Schedule C, D, or E

Business Tax Packages

Partnerships (Form 1065)

• Includes: Preparing and filing Form 1065, calculating each partner's share of income (Schedule K-1), handling multiple partners, and organizing business expenses and deductions.

• Price Range: $500 - $1,000+

• Complexity factors include the number of partners, the need for depreciation schedules, and other details like inventory or foreign transactions.

S Corporations (Form 1120S)

• Includes: Preparing Form 1120S, shareholder distributions, K-1s, payroll tax considerations, and expense tracking.

• Price Range: $600 - $1,200+

• For businesses with multiple shareholders, inventory, and more complex payroll or income, pricing moves toward the higher end.

C Corporations (Form 1120)

• Includes: Preparing Form 1120, corporate tax filings, detailed reporting of income, expenses, and deductions, potential for more detailed accounting records, and payroll.

• Price Range: $1,000 - $2,500+

• For C corporations with international dealings, large assets, or detailed financial statements, pricing will lean toward the upper end.

Add-On Services for Business Returns

• Payroll Services: Add an extra $100 - $300 if payroll filings are necessary (Forms 940/941).

• Sales Tax Filings: $100 - $250 depending on the complexity and frequency of filings.

• Bookkeeping Clean-Up: If your books need significant cleaning up before tax filing, an hourly rate ($50 - $125/hour) or a flat fee for bookkeeping services ($500+ depending on the level of detail).

As listed on the IRS Tax Pro Website