Tax Preparation Pricing Guide

Tax Preparation Pricing Guide

How it works: 
  1. Add federal price with state(s) price.
  2. Determine your discount amount.
  3. Determine your estimated price.
***FOR A SIMPLE 1040 RETURN THAT ONLY INCLUDE A SINGLE FILER, W-2's AND/OR SSI THE PRICE IS $30 FLAT***

Federal Tax Preparation (1040)

January – February

March – April 15

After April 15

$109.00

30% OFF

15% OFF

No Discount

State Tax Preparation (per return)

 January – February

March – April 15

After April 15

$38.00

30% OFF

15% OFF

No Discount

Income Forms (per worksheet, not form)

W-2 (we do not charge)

1099-R (we do not charge)

1099-SSA (we do not charge)

W-2G

1098-C

1099-B

1099-DIV

1099-INT    

1099-K

1099-A

1099-C

1099-MISC

1099-NEC

Form 2555

Schedule K-1

Schedule K-3                 

EACH

$0

$0

$0

$5

$20

$20

$10

$10

$10

$20

$20

$10

$10

$100

$50

$50

Deductions & Credits (per worksheet, not form)

1095-A

1098 Mortgage

1098-E

1098-T

Schedule EIC

Schedule 8812

Form 2441

Each

$5

$5

$5

$5

$10

$10

$10

Schedules/Forms   

Schedule A

Schedule C

Schedule D

Schedule E 

Schedule F

Schedule J

Form 8949

Form 4562

Form 4797

Each

$20

$10

$10

$10

$10

$100

$20

$10 per asset

$30

Other Fees (we do not profit from these fees)

Refund Transfer Fees

Subsequent Transfer Fees

Technology Fee

Refund Advance Loan Fee

Tax Advice (outside of full service)

Virtual Signature Fee

Each

$40

$14

$19.95

$75

$25

$5


This does not constitute the entire list. Additional forms, and other services may be extra. 

Our company believes in full transparency. We do not profit from, or benefit from any bank product service fees. This includes Refund Transfer fees, NOW Advance Fees or any service fees we charge to use these services. We offer these services as a convenience to our clients, who all have unique needs and face different circumstances. 


Service Exclusions - 


We do not currently file returns for the following states, IOWA, MARYLAND, OREGON, NEW YORK and CONNECTICUT. 

We do not currently file returns for BUSINESSES. This includes 1065, 1120, 1120S, 1041, 990, 706 and 709. 

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