Base Filing Tier
For straightforward W-2 income.
This tier includes W-2/SSA income, standard deduction, basic interest/dividends, and one state filing (if applicable)
Essential Tier
Designed for individuals with moderate reporting complexity.
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Includes Base Tier plus capital gains reporting, dependents & education credits, and Marketplace Insurance Reconciliation
Premium Package
For individuals with business, rental, or pass-through income.
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Includes Essential Tier plus one Schedule C (no inventory or cost accounting), one Schedule E (single rental property), one K-1 income source, one additional state return, and itemized deductions (Schedule A)
Business Tax Preparation
Business Base Package
Starting at $500
For single-member LLCs or sole proprietors filing as Schedule C.
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Includes standard income and expense reporting and enhanced deduction review.
Business Essential
Package
Starting at $750
For S-Corporations and C-Corporations with moderate activity.
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Includes Form 1120 or 1120-S, basic depreciation schedules, officer compensation reporting, and K-1 issuance (if applicable), and one state filing.
Business Plus
Package
Starting $975
For multi-member LLCs and corporations with increased reporting complexity.​
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​Includes form 1065 or 1120/1120-S, multiple owner allocations, expanded depreciation schedules, asset additions & disposals, moderate multi-state considerations.
Business Premium
Package
Starting at $1,350+
For complex entities requiring advanced oversight..
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Includes multi-state filings, controlled group considerations, consolidated or related entity structures, significant asset structures
Extension of Time to file (Federal + One State)- Starting at $100
Individual Add-Ons
Filing & Adjustments
Additional State Return Filing $150 per State
Preparation and filing of an additional state return when income, residency, or business activity applies to more than one state.
Amended Return (Form 1040-X)
Starting $350
Review of prior filings and preparation of amended returns to correct or update previously filed tax information.
Tax Extension Filing (Federal + One State)
$100
This is advance service retainer is required to prepare and submit a federal tax extension.
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*The retainer will be credited toward your final tax preparation invoice, provided your return is prepared and filed through our firm. If you choose not to engage our firm for full tax preparation, the retainer remains earned and is not refundable.
Income & Investments
IRS Transcript Retrieval
$100
Secure retrieval and review of IRS tax records when documents are unavailable or incomplete.
Dependents, Education & Family Credits
$75
Evaluation of dependency status and eligibility for family, child, and education-related tax credits.
Health Insurance Marketplace (Form 8962)
$125
Reconciliation of Marketplace health insurance coverage and advance premium tax credits.
Investment & Capital Gains (Schedule D)
$125
Reporting and reconciliation of investment transactions, including capital gains and losses.
Itemized Deductions (Schedule A)
$100
Detailed review and reporting of deductible expenses exceeding the standard deduction.
Individual Tax Preparation
Quality filing services for W-2 income, dependents, credits, and deductions
K-1 Income (Partnerships, S-Corps, Trusts)
$150
Review and reporting of income from pass-through entities, integrated into the individual return.
Self-Employed Income (Schedule C)
$175 per Schedule
Reporting of business income and expenses, including applicable deductions and self-employment taxes.
Rental Real Estate (Schedule E)
$175 per Schedule
Reporting of rental income, expenses, depreciation, and applicable tax considerations per property.
Pricing for add-ons reflects additional time, forms, and complexity beyond standard filing.