Clear pricing. Personal service. No surprises.
Tax situations vary, so some services have a fixed fee while others are priced according to the complexity and work involved. You'll know what to expect before I begin your tax preparation.
Tax preparation fees generally include federal filing, one state return, electronic filing, professional preparation and review, and applicable audit assistance and identity theft protection through a third-party program.
| Service | Fee | Best For |
|---|---|---|
| Basic 1040 | $170 | Straightforward individual return, typically including W-2 income, standard deduction, federal return, one state return and e-filing. |
| Standard 1040 | From $390 | Returns involving additional income, deductions, investments, self-employment or other schedules. Final fee depends on complexity. |
| Complex 1040 | From $650 | More involved situations such as rental properties, significant investment activity, multiple businesses, multi-state filings, foreign reporting or other advanced tax matters. |
| Service | Fee | Details |
|---|---|---|
| Business Entity Return | From $650 | S corporations, partnerships and other qualifying business entities with organized records and relatively straightforward filing requirements. Generally includes federal filing, one state return and up to two K-1s. |
| Complex Business Entity Return | From $950 | Businesses involving additional owners, more complicated transactions, bookkeeping issues, multiple states, significant fixed assets or other circumstances requiring additional work. |
Certain situations require additional preparation, documentation or research.
If additional work is required, I'll discuss the additional fee with you before proceeding whenever possible.
For clients who need more than an introductory conversation. A consultation can be used to discuss a specific tax issue, review a prior return at a high level, discuss business or self-employment questions, evaluate an IRS issue, or determine what additional work may be needed.
Consultations are available virtually or in person at my Peachtree City office.
Payment is required before the appointment.
Not sure whether you need a paid consultation? Start with a free 15-minute discovery call. We'll briefly discuss what you need and determine the appropriate next step. The discovery call does not include detailed tax analysis or a full tax-return review.
Tax planning is separate from tax-return preparation and focuses on decisions you can make before filing season.
| Service | Fee | Description |
|---|---|---|
| Tax Health Check | $190 | Focused review of your prior tax return and current situation to identify potential issues and areas that may deserve additional planning. |
| What-If Scenario Analysis | From $290 | Analyze a specific decision such as an S corporation election, major purchase, income change, investment decision or retirement contribution. |
| Personalized Tax Plan | From $495 | Comprehensive review with recommendations based on your income, business activity, entity structure, estimated payments, deductions and overall tax situation. |
| Ongoing Tax Planning | From $750/year | Year-round planning that may include projections, estimated taxes, year-end strategy, business structure considerations and adjustments as your situation changes. |
Every tax situation is different. The prices above are intended to provide a clear starting point.
Your final preparation fee depends on the forms required, complexity of your return, condition of your records and any additional research or work necessary.
If your return requires work beyond the expected scope, I'll explain the additional fee before moving forward whenever possible.
Not sure what service you need? Complete the free tax assessment and tell me a little about your situation.
Free Tax Assessment Schedule a Free 15-Minute Call