Tax Preparation Pricing

If you read one thing on this page it’s this: Tax returns we prepare have ranged from a few pages to more than a hundred pages, not including worksheets and attachments. That makes quoting our work before preparing the return impossible and unethical because we routinely uncover thousands of dollars in additional credits, deductions, and other items. Anyone who quotes prices for tax prep before fully interviewing a client is unethical or incompetent. But we’re fair and want to give you a heads-up on what to expect. Here’s three 1040 scenarios:

Scenario 1: You were a W-2 employee with no dependents, and after a tax professional spends time reviewing your case and– after expanding upon the many other potential tax items you might not know you’re entitled to receive or report– finds nothing else you’re eligible to claim or are required to file besides a basic 1040, you can sleep soundly that a pro has made sure you’re not leaving any money on the table yet still pay for our lowest priced tax prep which is about $125.

Scenario 2: You have a few forms or credits, may or may not itemize your deductions, and perhaps you have one or two bit-more-complicated things for us to include in your return. This the profile of something like half of our 1040 tax prep clients. You can expect to pay a tax professional at our firm around $175-$300.

Scenario 3: You have one or more rental properties, a Schedule C (small business), and/or some items to depreciate. You probably itemize and maybe there were some tax credits on top of that. These types of tax returns are prepared by a tax professional for around $300-$700 and rarely go past $700 unless there are a combination of items such as several rental properties, a depreciation mess to clean up, multiple state tax returns to prepare, etc.

Our tax return preparation services are priced by type, schedule, form, and degree of complexity. We reserve the right to extend discounts to our clients on a case-by-case basis, and often do such when requested information is provided to us in a timely and clean format. If you have a lot of time-consuming work such as bookkeeping right before a deadline, or IRS representation work with a deadline that’s only days away, you may be accepted as a client contingent upon a higher rate for the 11th hour work. You’re always welcome to walk away and pay nothing until after you’ve engaged us for our services.

Since every case is unique please contact us if you need additional pricing information.

Here’s how to get started:
Tax Prep: New Clients
Tax Prep: Returning Clients

Form 1040EZBase fee for Form 1040EZ$95
Form 1040ABase fee for Form 1040A$110
Form 1040Base fee for Form 1040 long form$125
Form 1040XAmended return (req'd forms/schedules are extra)$175
Form 48686-month filing extension; 1040$75
Form 70046-month filing extension; corp. & partnership 6-month e$75
Form 1116Foreign tax credit$18
Form 2106Employee Unreimbursed Expenses$32
Form 2555Foreign earned income, page 3$20
Form 2555Foreign earned income, pages 1 & 2$60
Form 3903Moving expense adjustment$35
Form 4562Depreciation schedule$40
Form 4684Casualty & theft loss$45
Form 4797Sale of business property$44
Form 5695Residential energy credits$28
Form 6198At-risk limitations$20
Form 6251Alternative minimum tax (AMT)$44
Form 8283Non-cash charitable contributions$18
Form 8379Injured spouse allocation (when filed with 1040)$42
Form 8582Passive activity loss limitation$25
Form 8615Tax for child with investment inc. >$1,900$30
Form 8824Like-kind exchanges$59
Form 8829Home office as business expense$32
Form 8857Innocent spouse relief (when filed with 1040)$42
Form 8867Earned income credit 4 pg checklist$32
Form 8889Health savings account$40
Form 8891Certain Canadian retirement accts$36
Form 8919Uncollected FICA Tax$36
Form 8959Additional Medicare tax$20
Form 8962ACA premium tax credit (healthcare)$40
Form 8965Health coverage exemptions$20
Other Worksheets, Schedules & ReportsVaries by complexity$0, seldom more
Per additionalPer additional depreciable asset$5
Per additionalPer additional asset$15
Per additionalPer additional Sch B & D item$2
Schedule AItemized deductions$60
Schedule BInterest & dividends$30
Schedule CSole proprietorship (small biz) base fee$74
Schedule DCapital gains & losses$25
Schedule E Part IRental income base fee, per property$35
Schedule E Part IPer additional rental property$35
Schedule E Part IISupplemental income/loss$25
Schedule EICEarned income credit (only for EIC w/ kids)$50
Schedule HHousehold employment taxes$63
Schedule SESelf employment tax$0
State Income TaxState tax prep for $50, seldom more
FBARForeign Bank Account Report$200, seldom more