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 $40 + $35 Document Fee FLAT***

Federal Tax Preparation (1040)


January – February
March – April 15
After April 15

$149.00


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-DA
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
$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 Fee
Subsequent Transfer Fees
Transmitter Fee

Other Fees we charge

Tax Advice 
Document Fee

EACH


$40
$14
$15



$25
$35


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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