Transparent pricing. No surprises.
Most clients don’t need the cheapest return — they need the right strategy to reduce taxes.
Tax preparation fees include federal filing, one state return, e-filing, professional review, and audit assistance / identity protection support through a third-party program for qualifying returns.
| Service | Fee | Details |
|---|---|---|
| Basic 1040 | $175 | Simple W-2 return, federal + 1 state return, standard deduction, e-filing. |
| Standard 1040 | From $395 | Federal + 1 state return, multiple income sources, Schedule A/B/C/D/E, moderate complexity. |
| Complex 1040 | From $650 | Federal + 1 state return, rentals, foreign reporting, advanced tax situations. |
| Basic Entity Return | $650 | Federal + 1 state return, clean books, 1–2 K-1s, professional review. |
| Complex Entity Return | From $950 | Federal + 1 state return, multiple owners, messy books, advanced structures. |
Peace of Mind Protection: Qualifying tax returns may include audit assistance and identity theft restoration support through a third-party program, including limited reimbursement of up to $2,500 for certain qualifying tax preparation errors. Benefits are subject to third-party terms and conditions and are not insurance.
| Service | Fee | Description |
|---|---|---|
| Tax Health Check | $195 | Quick review of your prior return to identify potential savings. |
| What-If Scenario Analysis | $295 | Evaluate decisions like S-Corp election, investments, or major changes. |
| Personalized Tax Plan | From $500 | Custom tax strategy tailored to your income, business, and goals. |
| Quarterly Tax Planning | From $1,200/year | Ongoing advisory and strategy adjustments throughout the year. |
Note: If no meaningful tax savings or actionable opportunities are identified during a Tax Health Check, no fee will be charged.
| Service | Fee |
|---|---|
| General Notarization | $50 |
| Power of Attorney | $75 |
| Loan Signing Package | $150 |
| Real Estate Closing | $175 |
| Estate Planning Documents | $125 |
| Hospital / Nursing Home Signing | $125 |
| After-Hours / Weekend | +$50 |
| Same-Day / Emergency | +$75 |
Travel: Included up to 5 miles. Additional distance may incur $25–$50 travel fee.
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