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Personal tax return preparation starts at $300, additional fees apply for the following:


Early Filer Discount
An Early Filer Discount of $20 will be applied to fees if all personal tax documentation is received before February 28.

Referral Credit
Referrals are always greatly appreciated.  To show our gratitude a $20 credit will be applied to your account for each client you refer who completes a tax return. Credit valid for the current tax season or next season.

Only one discount applied per invoice.


Tax Return Protection covers penalties, interest, and any additional tax up to $2,500 due to an error in the preparation of your personal return.  Applies to 2021 and future tax returns.  Prior to 2021 this service could be purchased for $50 per personal return.

Fees Include

One question (if requested, up to 30 minutes of work) per year.  After which, Advisory/Planning fees will apply.

Surge Pricing

If any tax supporting documents are received on or after the dates listed below a surge fee will be added to the total return cost:


  • April 1st - $75 surge fee

  • April 8th - $100 surge fee

Business and Other Tax Returns

  • Business returns (C-Corp, S-Corp, and Partnership returns) $950+

  • Estate and Trust returns $600+

  • Non-Profit returns start at $450+

Accounting Services
Accounting services are offered as bundled packages.  Accounting services requested outside of your package are charged at a rate of $85 per hour.  Please contact us for more information.

Payments required before tax returns are electronically filed. Credit card or bank transfers accepted via Intuit Payments.

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