Tax Preparation Pricing Guide
How it works: Pricing Widget (when you receive a price with our pricing widget, you can multiply that by the percentage below based on when you file. That will be your discount amount). - Add federal price with state(s) price.
- Determine your discount amount.
- Determine your estimated price.
|
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
Document
Fee (pre-season advance)
Tax
Advice (outside of full service)
Virtual
Signature Fee
|
Each
$40
$13.95
$19.95
$99
$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.
Related Articles
Tax Formula for Individuals
To learn more about a corresponding topic, click on the article link in the references. Income $ xx,xxx Less: Exclusions (x,xxx) = Gross Income $ xx,xxx Less: Deductions for adjusted gross income (x,xxx) = Adjusted Gross Income $ xx,xxx Less: the ...
Tax Preparation Referral Bonus Terms & Conditions
Eligibility To be eligible for the tax preparation referral bonus the referrer must: Be an active client, with an active account number. Must have had their current year tax return prepared by us or have an appointment for their return to be prepared ...
How do I apply for the Tax Preparation Referral Program?
DETERMINE ELIGIBILITY Please see this article to determine eligibility. SUBMIT AN APPLICATION Fill out the following application. Be sure to make sure to use the same information we have on file. If we are unable to locate an account with the ...
How do I access or download my tax return?
There are two ways to download your tax return. (tax returns require a password to open them. SSN + city + zip code) Example 123456789middletown45042 Once your tax expert has completed your tax returns, and they were accepted by the IRS and/or state ...
What is the password to open my tax return?
To protect your privacy, and to prevent unauthorized access to your sensitive tax return information, we encrypt every tax return with a password that is required to open it. The password format is your full social security number + the city you ...