Upfront Pricing

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

All tax return services include a complimentary (15 minute) review.

Federal Form 1040 - Basic Personal Return
$380.00

This is the starting point for all tax services. Basic tax return with income sources including: W-2s, retirement, investments, interest, dividends.

Fee includes filing fee with up to one hour tax preparation. Additional time billed at $200 per hour in quarterly increments. Complimentary (15 minute) review included with every return.

Schedules
$50.00

Schedules are required to report rentals, 1099-NEC/1099-MISC (aka side business or contractor income) on the personal tax return.

Fee is per schedule added to the Basic Tax Fee of $380. Each schedule (Schedule C = side business; Schedule E = rentals) is billed at $50 each plus the basic tax return fee.

EX: one rental reported on a 1040 tax return is $430.

1120S Return
$1,280.00

Preparation of Federal Form 1120S (corporate tax return) with up to two shareholders.

Includes shareholder basis, year-end reconciliations, K-1s, depreciation schedules, and filing fees.

*Preparation of 1040 tax return is required; billed separately.

1065 Partnership Return
$900.00

Preparation of Federal Form 1065.

Includes shareholder basis, year-end reconciliations, K-1s, depreciation schedules, and filing fees.

*Preparation of 1040 tax return is required; billed separately.

IRS Communication
$100.00

IRS notices can be intimidating. While we encourage you to respond directly to the notice received, sometimes professional help is needed.

We offer IRS correspondence at $100 per hour (one hour minimum) billed in quarterly increments. Some issues are resolved with a simple letter. Others require a phone call. We’re here either way.

Personal (1040) Tax Returns

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Business (1120S) Tax Returns

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Consultations

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Partnership (1065) Tax Returns

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IRS Responses

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Personal (1040) Tax Returns ✳︎ Business (1120S) Tax Returns ✳︎ Consultations ✳︎ Partnership (1065) Tax Returns ✳︎ IRS Responses ✳︎

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