PRICING

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

DISCOUNTS

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.

PERSONAL TAX RETURN PROTECTION

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 advisory item/question (if requested, up to one hour 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.