Up-front pricing - 2020

Personal Tax Return

Simple - W-2 or Social Security

$75

Basic tax return with only W-2 or Social Security income. Includes 1 state filing.

Family - Dependents or Itemized deductions

$145

Return for those with dependents to claim and/or itemized deductions. Includes 1 state filing.

Self employed - Schedule C

$200*

Return for those with 1099-Misc income or other Schedule C business as well as dependent and itemized deductions (if qualified). Includes 1 state filing.

S-Corp/C-Corp

$250*

For those who own a business taxed separately. This is the minimum charge.

Add-Ons

Stimulus Payment Reconciliation

$10

If you did not receive your stimulus payments (or did not receive all of all of the total you were due) it can be claimed on your 2020 return.

8949 - Stock Sales - 1099-B

Per transaction charge as each one must be listed on the tax return.

Dividends/Interest

1099-DIV or 1099-INT. Charge is per form.

Additional States

$39

If you have income in multiple states, your home state is included in the return price. This charge is for each additional state. Includes credit for taxes paid to other states.

Additional Schedule C

$70

If you need more than one Schedule C. Typically similar businesses can be lumped into one, such as Grubhub, Postmates, and Uber eats. However we would typically not combine those with say Uber or Lyft since they are different types of businesses (delivery vs taxi).

Notice Protection Service

$50

Ever received a notice from the IRS or State? With our Notice Protection Service we will handle them all. *MUST BE PURCHASED WITH YOUR RETURN. Without NPS we will still handle your notices, but you will be billed for each one. NPS gives you unlimited handling of notices for 1 year.

Protection Plus

$54.95*

You can get letters from the IRS for many things. Maybe a tax credit got denied or you were selected for a random audit. With Protection Plus you are covered. Protection Plus also provides a $2,500 tax prep guarantee as well as identity theft restoration. *This service is offered by a 3rd party and the fee is set by them. There is no mark-up on this service, meaning we do not make any money on it. We offer it solely for your peace of mind.

Disclaimer

The price list above is not an all-inclusive list. It only includes some of the most common forms and schedules. There are forms and schedules not listed that may be required to complete your return and will have an additional cost. There may also be a additional charges for excess forms (example: more than two W2 forms).

*Prices with the asterisk are minimum prices.