Tax Preparation can be complicated. We strive to offer competitive fees and exemplary services. Unfortunately, the more complicated your tax situation, the more time and forms required for accuracy and compliance. Fees may increase with complexity.
Fee Estimate Schedule: Fees vary by tax complexity. All fees include e-filing.
Complete the tax preparation process and pay preparation fees by February 28, 2026 to save 10% on tax preparation and filing fees
(1) Federal 1040 (1) State. This option is for simple returns using only Form 1040, up to (2) W-2 income and/or 1099-R forms, Social Security, standard deductions, tips, overtime, and limited credits (e.g., Child Tax Credit, student loan interest).
This option is for filers who itemize deductions (Schedule A), are homeowners, have charitable donations, additional W2s/1099-Rs, or more extensive credits. Includes Bronze Tier features.
This option is for investors. It includes schedules for investments (stocks, crypto, digital assets, 1099- INT, DIV, DA). Includes Silver Tier features.
per state beyond the one State included in the Tier Options
Rental Real Estate, Professional Services, Side Gig, Sales
This option is for investors, freelancers, independent contractors (1099-K, 1099 NEC), or those with side gig income (Uber, ETSY). It includes schedules for investments (stocks, crypto, digital assets, 1099- INT, DIV, DA), business income (Schedule C, excluding rental property), and retirement income (1099-R). Includes Silver Tier features.
This tier is designed for those with rental property income. (1) Schedule E for rental property. Includes Gold Tier – Small Business features.
Add'l Schedule C required schedule for each business.
Save yourself some money by tallying all of your work expenses and income ahead of time. See our New Client Forms section for an easy to use template.
Discount for active or retired military members and first responders.
Want to meet face to face at our place of business? Firm 30 minute window.
Want to have a live, video call with your tax professional? No problem. Jump on a Zoom call. Security and Privacy cannot be guaranteed. 20 minutes. (Verifyle chatting is FREE)
Prefer to drop off and pick up your taxes in -person, receipted? No problem. Contact us to schedule a firm drop off and pick up time.
*Tax Preparation can be complicated. We strive to offer competitive fees and exemplary services. Unfortunately, the more complicated your tax situation, the more time and forms required for accuracy and compliance. Fees may increase with complexity.
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