Services and Pricing
We Only Offer Tax Preparation Services
(If you would like recommendations for Bookkeepers or Payroll Services please let us know and we can provide them.)
Income Tax Preparation Pricing
Flat Fee Services which include Federal, All States, and E-filing
Personal/Joint Return (No Business) $397
This is for the individual or couple that have tax items like: W2 income, Interest, Dividends, Investments, Mortgage Interest, and Dependents
This is not for Sole-Proprietors, Rental Property Owners, Farm Owners, or people with Side Hustles
Personal/Joint Return (With Business) $997
This is for the individual or couple that have tax items like: W2 income, Interest, Dividends, Investments, Mortgage Interest, and Dependents and ALSO are a Sole-Proprietor, Rental Property Owners, Farm Owners,
people with Side Hustles, are a Partner in a Partnership, or a Shareholder in an S-Corporation.
Business Return (Partnership, S-Corp, C-Corp, Estate, Trust, Tax Exempt) $1,497
This is for businesses: whether a Partnership, S-Corporation, C-Corporation, Estate, Trust or Tax Exempt Entity.
K-1s (if applicable) will be shared with the primary owner upon completion of the return to be distributed.
Additional Fees
Personal Extension Deposit $100 (Non-Refundable)
A Non-Refundable Deposit will be charged (and applied to final invoice) for any personal extension request filings.
Business Extension Deposit $250 (Non-Refundable)
A Non-Refundable Deposit will be charged (and applied to final invoice) for any Partnership, S-Corporation, C-Corporation, Estate, Trust, or Tax Exempt extension request filing.
Personal Return Rush Filing Fee $100
An additional fee of $100 will be applied to any filing where the necessary tax return documents are not provided by April 1st for an April 15th filing and/or by October 1st for an October 15th extension-filing.
Partnership or S-Corporation Return Rush Filing Fee $250
An additional fee will be applied to any filing where the necessary tax return documents are not provided by March 1st for a March 15th filing and/or by September 1st for a September 15th extension-filing.
C-Corporation Return Rush Filing Fee $250
An additional fee will be applied to any filing where the necessary tax return documents are not provided by April 1st for an April 15th filing and/or by October 1st for an October 15th extension-filing.
