TAX PREPARATION

BASE RATES

 

Your base rate covers the filing of your federal and state return. Some situations may require extra forms, which can add to the final cost.

Take a moment to review the add-ons below and use the Service Fee Estimator to see what your total may look like before you file.

 

W-2 ONLY

For everyday workers who get a W-2 from an employer. Taxes are already withheld, so this covers a simple, straightforward return with no side-business income.

$250

Self-Employement Only

For anyone who gets paid directly or receives a 1099 for services. Cover business income, expenses, and everything needed to file a Schedule C

$550

W-2 + Self-Employment Only

For anyone who has a job with a W-2 and also run a business, or receive 1099 income. Covers both wage income and Schedule C business reporting.

$650

ADD ONs

RATE

DEPENDENTS - UP TO 2

$50

DEPENDENTS - 3 OR MORE

$30 EACH

COLLEGE STUDENT CREDIT - PART TIME STUDENT

$50 PER STUDENT

COLLEGE STUDENT CREDIT - FULL TIME STUDENT

$75 PER STUDENT

GOVERNMENT ASSISTANCE HEALH INSURANVCE CREDIT (1095-A) 

$75

RENTAL PROPERTY

$150 PER PROPERTY

ADDITIONAL BUSINESS

$550 PER BUSINESS

STOCKS SOLD/TRADED (LESS THAN 10)

$75

STOCKS SOLD/TRADED (10-100)

$150

STOCK SOLD/TRADED (100+/Crypto)

$250 - $350

ITEMIZED DEDUCTION

$100

CA STATE RETURN

$75 ADDED TO SERVICE RATE

NY STATE RETURN

$75 ADDED TO SERVICE RATE

ADDITIONAL STATE

$75 ADDED TO SERVICE RATE

VIRTUAL TAX INTERVIEW

$40

IN-PERSON RETURN (CT ONLY)

$129

DROP OFF RETURN (CT ONLY)

$149

Pay $0 Upfront*

With this option, you can pay your tax prep fees directly from your refund instead of out of pocket. It makes filing easier and more manageable. If your return qualifies, you will only pay after your refund arrives. Our team will guide you through every step and keep it simple and straightforward.
 
To qualify, your federal refund must be more than your estimated tax prepartion service fee.
Estimate your Federal Refund!

Tax Write Offs for Small Business Owners

The Tax Index is a practical tool to help you organize your receipts, track expenses, and stay prepared for tax season. It shows you how to record everything to make sure you're claiming eligible write offs on your tax return; making filing easier, faster, and more accurate.

Get the Tax Index!

File Your Business Return

If your business is structured as a Partnership or S-Corporation, you’re required to file a separate business tax return each year. This return reports the income, expenses, and activity of the business itself before anything can be placed on your individual tax return. Because these business returns feed directly into your personal taxes, they must be completed first. The IRS deadline for filing these returns is March 16, 2026.

Partnership

$800 - $1200

Partnership filings cover preparing the Form 1065 and the K-1s for each partner, making sure income and expenses are recorded correctly and flow smoothly to everyone’s personal tax return.

 

The rate increases when your business has more moving parts, such as several partners, activity in more than one state, or books that need extra attention before the return can be completed.

 

Your final rate is always confirmed before anything is filed.

S-Corporation

$900 - $2000

S-Corporation filings cover preparing the federal 1120S, one state return, and the K-1s for all shareholders, along with a full review of the information you submit.

 

The starting rate increases if your business operates in more than one state, has multiple shareholders, or needs extra cleanup so the return can be completed accurately.

 

Your final rate is always confirmed before filing, so you know exactly what to expect from start to finish.