Individual tax return and preparation (1040 and related forms)

  • Standard Level 1 $350-700
    • Level 1 includes filing in one state, including all dependents, deductions, and schedules. Also includes one tax estimate tune-up for returning clients.
  • Standard Level 2 $250
    • Includes filing in one state, but does not include business or rental income or Schedule D dispositions
  • Simple $150
    • Includes filing in one state. Does not include dependents, itemized deductions, or additional schedules
  • Additional State Returns $45 each
  • Business Tax Return Preparation
    • Priced per company. Discount available for multiple companies.
    • Form 1120S, 1120, 1065 are $500-1,200
    • Form 1099-NEC/MISC and Partner Basis Calculations are additional charges.
  • 10% Referral Discount
    • Referral must be a paying client. Discount applicable on one upcoming income tax preparation fee for an individual or business
  • Please note that disorganized or misleading financial records as well as exceptionally complex returns may exceed the quoted rates.


  • Introductory consultation $0
  • Consulting/Research
    • $75 for 45 minutes
    • This is credited towards engagement services for new clients
  • QuickBooks Hands-On/Troubleshooting/Brainstorming
    • $165 for up to 90 minutes of one-on-one time
    • Group rate options are also available at request

Have a referral?

Or maybe you want to learn more about our QuickBooks consultations? Send us an email to let us know!