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.

Consultations

• 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