Pricing
Clear pricing, before any work begins
Published starting prices, and a confirmed fee before any work begins. Every individual fee includes up to one state return, one local return, and audit protection from Protection Plus.
Starting prices
Starting prices reflect a typical return in each category. Your actual fee depends on your documents and situation, and we confirm it with you after our introductory call, before any work begins.
| Service | Starts at |
|---|---|
| Individual returnW-2, retirement and Social Security income, common deductions and credits. | $500 |
| InvestorsStock, fund and crypto sales, equity compensation, K-1s. | $800 |
| Rental, sole proprietor or foreignRental property, Schedule C, foreign income, accounts or assets. | $1,500 |
| PartnershipsForm 1065 and partner K-1s. | $2,000 |
| Trusts & estatesForms 1041, 706, 709 and final returns. | Custom |
| Tax advisoryYear-round, proactive planning with a written plan. | $3,500 |
Every individual fee includes up to one state return, one local return, and audit protection from Protection Plus.
Pricing questions
Why “starting at” prices?
Returns vary. Starting prices cover the typical return in each category. If yours involves more — additional states, many properties, prior-year catch-up — we’ll tell you the fee before any work begins. No surprise invoices.
What does audit protection from Protection Plus cover?
Every return we prepare includes audit protection from Protection Plus, which provides assistance if you receive IRS or state correspondence about that return. Coverage details and terms are provided with your return.
What about additional states?
One state and one local return are included. Additional states are quoted up front based on your situation.
Let’s make this year’s taxes the calm part.
Book a short introductory call. We’ll learn about your situation, tell you plainly how we can help, and give you a clear fee before any work begins.