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Now offering monthly payment options through Affirm*

*Subject to eligibility. Payment options through Affirm are provided by these lending partners: affirm.com/lenders.

Important Pricing Information

Our fees are based on the time it takes to get your tax return just right and maximize all eligible deductions.

HEADS UP...
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Providing unorganized documents might mean a little extra time (and a higher fee).  All tax prep services include a tax organizer and virtual appointment to ensure you have a clear understanding of what's needed and streamline the process. 
 
Let's work together to keep the tax prep experience as smooth and efficient (and low-cost) as possible!

Starting Tax Prep Prices

All tax prep includes:

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  • One complimentary 30-minute consultation* throughout the year

    • ​Hourly consulting outside of the complimentary 30-minute consultation is $195/hour

  • A virtual tax appointment before the tax prep starts

  • A virtual review of your tax return before signing for e-filing

  • Assistance with adjusting W-2 withholdings, if recommended

  • 24/7 access to your tax documents through our secure online portal

  • Periodic tax newsletters, webinars, and federal/state tax law updates year-round​

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Starting prices are based on typical scenarios for individuals and businesses with income up to $250,000.

 

Higher income levels don’t automatically mean higher fees — but they often bring added complexity (such as phaseouts, additional schedules, or investment reporting). If your return requires additional time or has more complex elements, fees may be adjusted accordingly.

$595

Essentials Tax Return

  • W-2 Income with income up to $250,000

  • 1098 - Mortage Interest Statement

  • 1098 - Student Loan Interest

  • 1098 - INT (Interest Income)

  • 1098 - T (Tuition Statement)

  • 1099 - G (Unemployment Income)

  • 1099 - SSA (Social Security)

  • Itemized Deductions

  • Dependent Care Credits

  • IRA/529 Contributions

  • 1 State Tax Return

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**Each form listed is limited to two (2) forms for the Essentials pricing

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K–12 Educators & Staff receive the Essentials Tax Return for $175

$855

Independent Contractors

  • For those that are independent contractors and get paid with a 1099-MISC/NEC​ 

  • Includes all items under the Essentials Tax Return

  • Calculation of Estimated Quarterly Tax Payments & Reminders

$985

Single-Member LLCs

  • For those that are sole-owners of an LLC 

  • Includes all items under the Essentials Tax Return

  • Filing of 1 State Franchise/Excise Annual Reports for LLCs

  • Calculation of Estimated Quarterly Tax Payments & Reminders

  • One additional 30-minute consult

$1,750

Corporations, Partnerships, & Nonprofits

  • Includes traditional Corporations, S-Corporations, Partnerships, and Non-Profit organizations 

  • Filing of 1 State Franchise/Excise/Corporate Annual Reports for Corporations and Partnerships

  • Owners/Shareholders are eligible for discounted Essentials Tax Return prep for their individual tax returns

  • One additional 30-minute consult

Things That Increase Starting Prices or Result in Additional Fees

See examples of pricing scenarios below

  • Mutiple/Complex State & City Filings

    • All states and cities are not created equal - some are more complex than others​

    • Community-Property States

    • Part-Year Residency

  • Real Estate – Rental Properties or Sales of Real Estate

  • Multiple Businesses

  • Investments – Stock Options, RSUs, Cryptocurrency, or Complex Brokerage Accounts

  • Backdoor & Mega Backdoor ROTH transactions

  • High-Income Phaseouts or Net Investment Income Tax (NIIT) Calculations

  • Foreign Income or Accounts

  • Basis Recalculation or Depreciation Adjustments

  • Prior-Year Returns or Corrections

  • Update Registered Agent - Texas Only

  • Calculation of Estimated Taxes Outside of the Amount Provided During Tax Prep

  • Cash Tips & Overtime Pay Exclusions

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This list isn't exhaustive – every return is unique and priced according to the time & expertise required.  We'll always let you know in advance if your situation requires extra work.

IRS Advance Tax Notice Monitoring

  • Monitors the IRS system 24/7 alerting us of transcript changes to anticipate potential problems, so that we can prepare responses in advance

  • Most notifications can alert of us an impending audit up to 6 months in advance

$139/year

SCENARIO 1

$845+
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W-2 Income
1 Rental Property

SCENARIO 2

$1070+
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W-2 Income
2 State Filings
1 K-1
Low-Volume Brokerage Account

SCENARIO 3

$1120+
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W-2 Income
2 Retirement Accounts
High-Volume Brokerage Accounts

SCENARIO 4

$1335+
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​W-2 Income
Single-Member LLC
2 State Filings

SCENARIO 5

$1560+​
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W-2 Income
Single-Member LLC
High-Earner
(>$250k and <$500K)
Restricted Stock Units (RSUs)

SCENARIO 6

$1780+
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Independent Contractor
3 Rental Properties
2 State Filings

SCENARIO 7

$1935+
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Single-Member LLC
High-Earner
(>$250k and <$500K)
Foreign Income/Residence
Rental Property

SCENARIO 8

$2800+
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S-Corp (Single Owner)
Secondary Business
(non-S-Corp)
W-2 Income
2 State Filings
Low-Volume Brokerage Account
Restricted Stock Units (RSUs)

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