Service Description

Our tax preparation fees are based on the forms required to complete your return. Below are some general examples of the price range for common returns. Tax prep fees include preparation, filing, and your printed copy (+ PDF if requested) only, and assume complete books/records in good condition. Additional bookkeeping required to complete your return will be billed hourly. The below figures are general ranges and will be accurate for most returns, but it’s possible for a return to be less than or more than these ranges as well. Basic Individual/Family Returns: $200 – $350+ Price range covers most tax returns with some or all of the following: 1040, Dependents, W-2 income, and Child Tax Credit. Standard Individual/Family Returns: $275 – $525+ Price range covers most tax returns with some or all of the following: All forms listed in Basic, plus Schedule A Itemized Deductions, 1099-Rs, Social Security, Interest & Dividends, Education Credits, Retirement Savings Credit, and Fed/State extension (no calculation of balance due). Advanced Individual/Family Returns: $425 – $675+ Price range covers most tax returns with some or all of the following: All forms listed in Basic & Standard, plus HSA forms, Charitable Non-Cash Contributions over $500, Residential Energy Credits, Capital Gain/Loss Sch D, K-1 forms, Sch H Household Employer, Premium Tax Credit, Earned Income Credit, and Dependent Care Credit, and Federal extension.