Essentials
Core tax preparation
$400 base price
- Federal 1040 preparation
- Up to one state return included
- Secure document collection and storage
Individual Tax Returns
Compare our three service tiers to find the right fit for you
Support
Ongoing support
$500 base price
- Everything in Essentials
- Ability to reach out with tax questions
Advisory
Planning
$850 base price
- Everything in Support
- Year-end tax projection
- Year-end tax planning session
Pricing Examples
See how pricing works for common tax situations
Prices shown are starting examples. Final pricing is based on your specific situation and complexity.
Basic Individual Return
W-2 only, standard deduction, 1 state
Essentials$400
Support$500
Advisory$850
Self-Employed Business
W-2 + Schedule C
Essentials$530
Support$630
Advisory$980
Base + $130 Sch C
Rental Property Owner
W-2 + 1 rental property
Essentials$520
Support$620
Advisory$970
Base + $120 Sch E
Multi-Income Complex
W-2 + Schedule C + 1 rental property
Essentials$650
Support$750
Advisory$1,100
Base + $130 Sch C + $120 Sch E
Complex Portfolio
W-2 + Schedule C + 2 rental properties + Schedule K-1
Essentials$845
Support$945
Advisory$1,295
Base + $130 Sch C + $240 Sch E + $75 Sch K-1
Which tier is right?
• Essentials: I just want a professionally prepared tax return
• Support: I want tax prep and the ability to ask tax-related questions during the year
• Advisory: I want tax prep plus a tax projection, year-end tax planning, and the ability to reach out with tax-related questions
Ready to get started?
Questions about which tier is right for you? Happy to talk it through.
Contact Us