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Starter: $150 for taxpayers filing simple tax returns (up to five W-2, 1099-G, or 1099-R) and claiming the standard deduction with no schedules attached. For more complex returns, please see Add-ons:
Itemizer: $200 for taxpayers filing simple tax returns (up to five W-2, 1099-G, or 1099-R) and claiming itemized deductions with no other schedules attached. For more complex returns, please see Add-ons:
Premier: $250 for taxpayers with dependents filing simple tax returns (up to five W-2, 1099-G, or 1099-R) and claiming the standard or itemized deductions with no other schedules attached. For more complex returns, please see Add-ons:
Partner: $599 and $999 for Form 1065, US Return of Partnership Income with up to $25k in expenses and up to $250k and $500k in gross income respectively. For more complex business returns, please see Add-ons:
$25 Add-ons (per form)
Form 1098-E Student Loan Interest,
Form 2441 Dependent Care Credit,
Sch B Interest & Dividends
Sch D Capital Gains & Losses.
$50 Add-ons (per form)
Form 1098-T Tuition Expenses,
Form 4868 Extension of Time to File,
Form 5695 Energy-efficient Home,
Form 8936 Clean Vehicle Credit,
Sch 8812 Addt’l CTC & Child Tax Credit,
Sch EIC Earned Income Credit.
$75-$150 Add-ons (per form)
Form 4797 Sale of Business Property $75
Form 8829 Business Use of Home $75
Partnership with $25k+ in expenses $100
Tax Tips, IRS notice, & Tax Audit $100
Sch E Supplemental Income & Loss $150
Sch F Profit or Loss from Farming $150
Sch C Profit or Loss from Business $150
NB: Returns are subject to a $29.99 Refund Transfer fee if tax preparation fee is to be paid out of tax refund. Fees are the same for prior-year or amended tax returns. State tax return filing fee is $75. IRS Notice service is $150 and Tax Audit Representation fee ranges between $750-$2500. The final price may change depending on the tax return complexity.
To proceed with your Tax Return engagement, click on the following link: Individual Tax Organizer.