Services & Fees

Flat, per-form pricing. You pay a fixed fee for each form and schedule your return requires. There is no hourly billing for return preparation and no retainer. Every engagement begins with a signed engagement letter that confirms scope and fees before any work starts.

Individual Tax Returns

Federal return with one state return: $315 base fee

Common additions:

  • Itemized deductions (Schedule A): $50

  • Capital gains and losses (Schedule D / Form 8949): $50

  • Business income (Schedule C): $180 per business

  • Rental real estate (Schedule E): $180 per property

  • K-1 reporting from partnerships and S corporations: $50 per K-1

  • Sale of real estate: $100 per property

  • Additional state return: $50 per state

  • Extension (Form 4868): $50

  • Amended return (Form 1040-X plus one state): $350

Other forms are priced on our full fee schedule, provided with your engagement letter.

Business & Fiduciary Returns

  • Partnership return (Form 1065): $1,050

  • S corporation return (Form 1120-S): $1,050

  • C corporation return (Form 1120): $1,050

  • Estate and trust return (Form 1041): $1,200

  • S corporation election (Form 2553): $500

State returns, additional schedules, and information returns are quoted with your engagement letter.

Business Accounting Services

Bookkeeping, year-end accounting cleanup, and financial reporting support for small businesses, so your books are tax-ready and your decisions are based on accurate numbers. Business accounting is engaged separately from tax preparation and quoted based on transaction volume and scope.

Tax Planning & Advisory

$250 per hour, with a written estimate before work begins.

  • Tax planning and projections

  • Entity selection and S corporation analysis

  • Responses to IRS and state notices

  • Representation in examinations, appeals, and collections matters

Quarterly estimated tax payment calculations: $100.

Information Deadlines

  • February 15: partnership and S corporation information (returns due March 15)

  • March 15: individual, C corporation, and trust information (returns due April 15)

Information received after these dates is welcome but may be placed on extension. Expedited processing after the cutoff is $150, and returns started in April carry a $50 peak-season surcharge.

Ready to get started?

Tell us about your situation and we will follow up with an engagement letter and a secure document folder. Request an engagement