Individual Tax Returns

Compare our two service tiers to find the right fit for you.

Essentials

Core tax preparation
$500 base price
  • Federal 1040 preparation
  • Up to one state return included
  • Secure document collection and storage
  • Year-end tax projection
  • Year-end tax planning session
  • Ability to reach out with tax questions
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Advisory

Planning and support
$950 base price
  • Everything in Essentials
  • Year-end tax projection
  • Year-end tax planning session
  • Ability to reach out with tax questions

This option focuses on year-end tax planning. Year-round tax planning is available through a separate engagement.

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Back to Pricing

Pricing Examples

See how pricing works for common tax situations.

👤

Basic Individual Return

W-2 only, standard or itemized deductions, 1 state

Essentials$500
Advisory$950
💼

Self-Employed Business

W-2 + Schedule C (moderate activity)

Essentials$750
Advisory$1,200
Base + $250 Sch C
🏠

Rental Property Owner

W-2 + 1 rental property

Essentials$625
Advisory$1,075
Base + $125 Sch E
🗂️

Multi-Income Complex

W-2 + Schedule C (moderate activity) + 1 rental property

Essentials$875
Advisory$1,325
Base + $250 Sch C + $125 Sch E
📊

Complex Portfolio

W-2 + Schedule C (moderate activity) + 2 rental properties + Schedule K-1

Essentials$1,075
Advisory$1,525
Base + $250 Sch C + $250 Sch E + $75 Sch K-1
💡 Which tier is right?
• Essentials: I just want a professionally prepared tax return
• Advisory: I want tax prep plus a tax projection, year-end tax planning, and the ability to reach out with tax questions

Ready to get started?

Questions about which tier is right for you? Happy to talk it through.

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