Services and Pricing
Listed below are our basic pricing guidelines which apply to most of our client’s situations; however, in the event uniquely complex situations arise, pricing may increase. We strive to be upfront and transparent with our pricing, in the event that a pricing increase over the posted pricing is warranted, this would be communicated upfront.”
Every single return is reviewed and signed by a licensed CPA to ensure accuracy. Our mission is to prepare and review all tax returns with your unique situation and needs in mind. All of the tax returns we prepare include unlimited audit support, which means you can have peace of mind knowing, in the off chance you ever received a pesky IRS notice regarding your tax return, we will be here to help take care of it at no additional cost.
Our base price includes the following: Federal and state tax return e-filing, one state tax return, W-2s, interest & dividend income, normal IRA & pension distributions, social security income, and unemployment income. It also includes deductions for educator expenses, HSA or deductible IRA contributions, student loan interest, and all itemized deductions (medical expenses, mortgage interest, property taxes, charitable contributions). The base price also includes all child and other dependent tax credits as well as earned income credit.
| Base Price | $325 |
|---|---|
| Solar/Energy Credits | $100 |
| Health Insurance through the marketplace - healthcare.gov Form 1095A | $75 |
| Stock Sales/Employee Stock Options | $50-$200 |
| Form K-1 (waived if we prepare) | $75-$150 |
| Additional State Returns (1 state included in base price) - price per additional state | $75 |
| Rental Property (price per property) | $150 |
| Schedule C (Independent Contractor/Sole Proprietor/Single-Member LLC) - price per business/activity | $125-$325 |
| Taxable Sale of Real Estate or 1031 Exchanges | $150-$300 |