2024 Tax Preparation Fee Schedule Guide

Prices subject to change without notice. Please not that this is only an estimate. Prices may vary depending on your situation, complexity, and/if you are missing any documents or information.

Base Fee Includes the following:

•Up to 3 W2s

•Up to 4 Interest & Dividend Income (1099-INT and 1099-DIV)

•Up to 2 Social Security Statements (1099-SSA)

•Up to 4 Retirements/Pensions (1099-R) and 1 Rollover

•Student Loan Interest

•Itemize Deductions (Medical Expenses, Mortgage Interest, Property Taxes, VLT Taxes, and up to 6 Charitable Contributions)

•Educator Credit (for teachers)

•Child & Day Care Expenses

•1 College & Tuition (1098-T and 1099-Q)

•HSA Contributions/Distributions

•1 State Income Tax Return

•30 Minute Zoom Review Meeting

1040 Base Rate  
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    1040 Base Rate

$100 each additional

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$25 each additional

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$50-$100 each additional depending on complexity

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$25- each additional ($50 if non-cash items over $500)

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$50+ additional depending on complexity

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$25+ each additional depending on complexity

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$65+ each depending on complexity

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$100+ each

Please choose the number of rental properties and/or 1099Misc received. Please note that there may additional fees for your Sch E return depending on the complexity of the return.

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$100+ additional depending on complexity

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$150 for expenses under $5k

$300 for expenses over $5k

Additional fees for complexity (depreciable items, etc)

Please choose the number of self-employment incomes you received. Please note that there may additional fees for your Sch C return depending on the complexity of the return.

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  • 1 - under $5 expenses
  • 2 - under $5k expenses
  • 3- under $5k expenses
  • 1 - Over $5k expenses
  • 2 - Over $5k expenses
  • 3 - Over $5k expenses

$1250+

Please note that there may additional fees for your business return depending on the complexity of the return.

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$1250+

Please note that there may additional fees for your business return depending on the complexity of the return.

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$2950+

Please note that there may additional fees for your business return depending on the complexity of the return.

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$850.00

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$1850+

Please note that there may additional fees for your return depending on the complexity of the return.

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Please not that this is only an estimate. Prices may vary depending on your situation, complexity, and/if you are missing any documents or information.

Extended Tax Review Meetings = $240 per hr

Tax Research necessary for complex situations = $240 per hr

Additional fees will also apply at our hourly rate for any extensive email correspondence, changing tax return after completion, repetitive requests for information, etc.

Entity + Personal Combo (S-Corps and Partnerships) = Starting at $1500+ depending on complexity

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