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STARTER $195
Taxpayers filing Form 1040, 1040-X, or 1040-NR with up to three W-2, 1099-R, and/or SSA-1099 and claiming the standard deduction with no schedules attached. For more complex tax returns, please see Add-ons below:
SOLE PROPRIETOR $325
Taxpayers or Single-member LLC filing Form 1040, 1040-X, or 1040-NR with self-employment income (up to three 1099-NEC, 1099-K, or 1099-Misc and $10k in expenses) and claiming the standard deduction with one schedule C, E, or F attached. For more complex tax returns, please see Add-ons below:
BUSINESS $795
Taxpayers filing Form 1065, US Return of Partnership Income or Form 1120-S, US Income Tax Return for S-Corporation (Business Returns) with less than $250k in gross income. For more complex tax returns, please see Add-ons below:
BUSINESS+ $1,295
Taxpayers filing Form 1065, US Return of Partnership Income or Form 1120-S, US Income Tax Return for S-Corporation (Business Returns w/ Sch L) with $250k - $1M in gross income. For more complex tax returns, please see Add-ons below:
$30 ADD-ONS (per form)
Sch 1 Addtl Income & Adjustments,
Sch 2 Addtl Taxes,
Sch 3 Addtl Credits & Payments,
Sch 8812 Credit for Qualifying Children,
Sch A Itemized Deduction,
Sch EIC Earned Income Credit,
Sch SE Self-Employment Tax,
Form 8867 Paid Preparer’s Due Diligence,
For business expenses over $10k.
$15 ADD-ONS (per form)
Form 2441 Child & Dependent Care Expenses
Form 2555 Foreign Earned Income
Form 4562 Depreciation & Amortization,
Form 4797 Sale of Business Property,
Form 5695 Residential Energy Credits,
Form 8379 Injured Spouse Allocation,
Form 8824 Like-Kind Exchanges,
Form 8839 Qualified Adoption Expenses,
Form 8960 Net Investment Income Tax,
Form 8863 Education Credits,
Form 8936 Clean Vehicle Credit,
Sch B Interest & Dividends,
Sch D Capital Gains & Losses,
Sch H Household Employment Taxes,
Sch K-1 Partner’s Share of Income,
Sch R Credit for the Elderly & Disabled.
Disclosures: Returns are subject to a $34.99 e-filing & Refund Transfer fee if tax prep fee is to be paid from tax refund. Prior-year or amended tax returns fees are equivalent to Starter & Business packages and, if required, State Tax Return filing fee is $75. Form 4868 Extension of Time to File fee is $100. IRS Audit and Notice Services (for individual tax returns only): Tax Notices Resolution fee is $200 ($75 if added at the time of filing). IRS Tax Audit Discovery fees are $500. Tax Audit Representation fee ranges between $1,000 - $3,500 for tax issues pertaining to Installment Agreement and/or Penalty Abatement. The final price may change depending on other forms or schedules and the tax return complexity.
To proceed with your Tax Return engagement, click on the following link: Individual Tax Organizer.