Your tax return preparation fee includes the preparation and review of your tax return via a Zoom meeting as well as
the e-filing of the return. A PDF of your filed tax return will be available in your client portal. An additional
convenience fee of $20 will be applied if you would like to have a physical print out of your tax return mailed to you.
Form 1040 EZ (no dependents)* $174.99
Form 1040 (incl. dependents)* $199.99
Additional Schedule A (Itemized Deductions) $50.00
Additional Schedule C (Self-employment Income) $50.00
Additional Schedule E (Rental Property Income) $50.00
Additional Schedule D (Investment Income $50.00
Filing of Form 8938 $50.00
Filing of Form 2555 and/or 1116 $50.00
Sale of Property $25.00
State Tax Return (per state) $25.00
State Tax return only $149.99
Amended Tax Return starting at $174.99
Dependent Tax Return $75.00
Gift tax return $149.99
Estate/Trust Return $999.99
*additional fee of $25 if more than 15 tax forms will be included in the tax return
Each prepared and filed tax return includes a complimentary tax audit protection
Additional Services
Issuing of 1099 forms (due Jan 31st) $25/each, or $20/ each for 5 or more
Business Tax Return (990/1120/1120S/1065) starting at $399.99
Beneficial Ownership Information (BOI) Initial filing $149.99
Filing of Periodic Business Reports with the Secretary of State $20.00*each
Sales Tax filing $50.00 per return
Additional Services
FBAR filing $85.00
Change of Address filing (IRS & Secretary of State) $20.00*
Processing of IRS and State payments (as well as Estimated Tax payment) $20.00
