Tax Prep Pricing

This is a fixed-fee, per-form pricing model. Our goal is to be transparent and fair, ensuring you understand exactly what you are paying for while we are compensated for the complexity and time required for your unique situation. These are all base fees and can increase with the complexity of each return.

 

I. Base Fee

• Form 1040 Preparation (Base Fee): $375

  • What It Includes: W-2 income, interest income (Form 1099-INT), and dividend income (Form 1099-DIV).

 

II. Standard Additions (Per Item)

 

• Spouse & Dependents: +$75

  • What It Includes: Adding a spouse for Married Filing Jointly and all dependents, accounting for the additional data entry and potential for credits (like the Child Tax Credit).

• State Tax Return: +$75

  • What It Includes: Preparation and filing of one state tax return.

 

III. Income & Investment Complexity

 

1. Business or 1099 Income (Schedule C)

 

    Pricing is tiered based on the complexity of your business activities:

 

• Simple: +$250

  • Example:1099-NEC income with no expenses.

 

• Standard: +$500 - $600

  • Example: Sales/Revenue + Cost of Goods Sold (COGS) + basic expenses.

 

• Complex: +$875

  • Example: Sales/Revenue + COGS + home office deduction + asset depreciation.

 

2. Rental Income (Schedule E)

 

• Fee: +$200 per property

  • What It Includes: Preparation of a Schedule E for each rental property.

 

3. Sold Stock / Cryptocurrency (Schedule D and Form 8949)

 

• Fee: +$75

  • What It Includes: Reporting gains and losses from simple stock or cryptocurrency sales. (Note: For a high volume of transactions, a small additional fee may apply.)

 

4. Complex Schedule K-1s

 

    Pricing is tiered to reflect the required analysis and calculations:

 

• Simple: +$125 per form

  • Example: Few boxes filled in, standard entries.

 

• Standard: +$200 per form

  • Example: Multiple boxes, footnotes, more complex entries.

 

• Complex: +$350+ per form

  • Example: Basis calculations, passive activity limits, multiple state filings, or specialty items.

Looking forward to hearing from you!

All other accounting services are priced based on your indiviaual needs. Book a call to discuss how I can help with your business.