Tax Preparation & Planning
For tax preparation and tax planning, projects are quoted for an approximate price after review of your tax situation. Below are some estimates to give you a range of what to expect.
If your tax return is complicated, we will discuss the scope and pricing based on time. If it looks like it will be beyond the scope of the initial quote, you will be informed prior to final invoicing.
Estimated Fees listed below are valid through December 31st, 2025.
Basic Tax Return
$495
Review of your prior year tax returns
Federal 1040 One State Tax Return
W-2s
Standard Deduction
Federal & State E-Filing
$250/hour
Basic Plus Tax Return
$625+, upon review & consultation
Review of prior year tax returns
Federal 1040
One State Tax Return
W-2s
Itemized Deductions (Schedule A)
Interest & Dividend Reporting (Schedule B)
Federal & State E-Filing
Advanced Tax Return
$750+, upon review & consultation
Review of prior year tax returns
Federal 1040
Multi-State Returns
W-2s
Itemized Deductions (Schedule A)
Interest & Dividend Reporting (Schedule B)
Self-Employed Filers (Schedule C)
Stock Sales & Reporting (Schedule D)
Stock Options & Reporting (Schedule D)
Rental Properties (Schedule E)
Royalties (Schedule E)
K-1s
Federal & State E-Filing
Child’s Tax Return
$115+
Federal 1040
One State Return
W-2s
Standard Deduction
Federal & State E-File Fees
Taxes…A Year Round Event
However, tackling tax questions throughout the year (instead of waiting for tax season) can result in more tax savings and less stress!
» If you have a tax issue that needs to be addressed use the form below for a no obligation initial consultation. This includes reducing your overall taxes, selling your home, starting a small business, 401(k)/IRA distributions, gains/losses on stock sales, etc.