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Important Pricing Information

Our fees are based on the time it takes to get your tax return just right and maximize all eligible deductions.

HEADS UP...
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Providing unorganized documents might mean a little extra time (and a higher fee).  All tax prep services include a tax organizer and virtual appointment to ensure you have a clear understanding of what's needed and streamline the process. 
 
Let's work together to keep the tax prep experience as smooth and efficient (and low-cost) as possible!

Starting Tax Prep Prices

All tax prep includes:

  • One complimentary 30-minute consultation* throughout the year

  • A virtual tax appointment before the tax prep starts

  • A review of your tax return before signing for e-filing

  • 24/7 access to your tax documents through our secure online portal

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*Hourly consulting outside of the complimentary 30-minute consultation is $150/hour

$525

Essentials Tax Return

  • W-2 Income

  • 1098 - Mortage Interest Statement

  • 1098 - Student Loan Interest

  • 1098 - INT (Interest Income)

  • 1098 - T (Tuition Statement)

  • 1099 - G (Unemployment Income)

  • 1099 - SSA (Social Security)

  • Itemized Deductions

  • Dependent Care Credits

  • IRA/529 Contributions

  • 1 State Tax Return

$755

Independent Contractors

  • For those that are independent contractors and get paid with a 1099-MISC/NEC​

  • Includes all items under the Essentials Tax Return

  • Calculation of Estimated Quarterly Tax Payments & Reminders

$855

Single-Member LLCs

  • For those that are sole-owners of an LLC

  • Includes all items under the Essentials Tax Return

  • Filing of 1 State Franchise/Excise Annual Reports for LLCs

  • Calculation of Estimated Quarterly Tax Payments & Reminders

  • One additional 30-minute consult

$1,500

Corporations & Partnerships

  • Includes traditional Corporations, S-Corporations, and Partnerships

  • Filing of 1 State Franchise/Excise/Corporate Annual Reports for Corporations and Partnerships

  • Owners/Shareholders are eligible for discounted Essentials Tax Return prep for their individual tax returns

  • One additional 30-minute consult

Things That Increase Starting Prices

  • Mutiple/Complex State Filings

    • All states are not created equal - some are more complex than others​

  • High-Earners (Individuals & Businesses)​

    • Tax complexity increases based on earnings​

  • Filing of 1099-MISC/NECs

  • Multiple Small Businesses​

  • Rental Properties

  • Brokerage Accounts

  • K-1s

  • Royalties

  • Sale of Primary Residence

  • Retirement Accounts

  • Foreign Income/Residence

  • Cryptocurrency

  • Court Settlements

IRS Advance Tax Notice Monitoring

  • Monitors the IRS System 24/7 alerting us of transcript changes to anticipate potential problems, so that we can prepare responses in advance

  • Most notifications can alert us of an impending audit up to 6 months in advance

$139/year
Abstract Water

Examples of Pricing Scenarios

Scenario 1:  $825 - $1,025

W-2 income and 1 Rental Property

Scenario 2:  $850 - $1,050

W-2 income, 2 State filings, 1 K-1, and low-volume brokerage account

Scenario 3:  $955 - $1,155

Single-Member LLC with 2 State filings

Scenario 4:  $1,000 - $1,200

W-2 income, 1 State, high-volume brokerage account

Scenario 5:  $1,025 - $1,425

Single-Member LLC owner that files jointly with their spouse and they both have multiple brokerage accounts and one or both spouses receive royalties

Scenario 6:  $1,125 - $1,425

2 Rental Properties and 1 State filing

Scenario 7:  $1,200 - $1,400

Single-Member LLC, 2 State filings, 1 K-1, and low-volume brokerage account

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