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Pricing
Every price, in one place
Base prices include your federal return and one state return. If your situation needs more, the add-ons below are the only extra charges, and I'll confirm your total before I start.
Tax returns
| Return | Price |
|---|---|
| Individual return (Form 1040)W-2 income, standard deduction, federal + one state | $200 |
| Self-employed return (1040 + Schedule C)One business with organized records, federal + one state | $449 |
Tax return add-ons
| Add-on | Price |
|---|---|
| Additional business (Schedule C)Each business after the first | +$150 |
| Itemized deductions (Schedule A)Mortgage interest, property tax, charitable giving, medical expenses | +$99 |
| Investment sales (Schedule D / Form 8949)Stock, fund or crypto sales | +$99 |
| K-1 incomeEach K-1 from a partnership, S corporation or trust | +$99 |
| Rental property (Schedule E)Each property | +$150 |
| Additional state returnMoved during the year or earned income in another state | +$75 |
Other forms are quoted after I review your documents, before any work starts.
Bookkeeping
| Service | Price |
|---|---|
| Cleanup and catch-upFree consultation required to confirm your fixed price | $150 / month of cleanup |
| Monthly bookkeepingUp to 2 bank or card accounts and about 100 transactions a month | $250 / mo |
QuickBooks subscription not included.
$25 off your first return, and $25 for every referral
New clients take $25 off their first return. When someone you refer files with me, you get $25 off your next return for each one.
Good to know
- I prepare federal and state returns for clients anywhere in the U.S. I'm registered with CTEC to prepare returns in California. Oregon, Maryland, New York and Connecticut require their own preparer registration, so I'll confirm I can file in those states before we start.
- Single-member LLCs file as the $449 self-employed return. I'm not taking partnership, S corporation or C corporation returns this season.
- My fees are never based on the size of your refund.
Know what you'll pay? Let's get started.
Reach out and I'll confirm your total before any work begins.