Choose Your Tax Preparation Service:
Basic
Includes: SS, Pension, W2 and Unemployment
Federal & 1 State
BASIC
$125.00
Standard
Includes: Basic + (bank Interest, dividends/capital gains, sale of stock, bonds, mutual funds, etc.) 1099 INT, 1099-DIV, 1099-B, 1099-R
Federal & 1 State
STANDARD
$175.00*
*The cost may vary based on the number of forms & schedules that need to be file
Premium
Includes: Basic, Standard + Schedule C/SE/ES/E/D (Independent Contractor & Rental Properties) 1099-NEC, 1099-MISC, 1099-S
Federal & 1 State
PREMIUM
$250.00*
*The cost may vary based on the number of forms & schedules that need to be filed
Simple Estates
SIMPLE Final Return / Estate
(1040, 1041, REV1500)
Federal & 1 State
SIMPLE ESTATE
$550.00+*
*Our estate return pricing range is designed for straightforward simple administrations with organized records.
Fees may change based on the number of assets, beneficiaries, transactions, and overall preparation workload. More complex matters may require separate quoting.
Simple Business
SIMPLE Final Return for decedent
(1120, 1120-S, 1065, 990)
Federal & 1 State
SIMPLE BUSINESS
$550.00+*
*Our firm focuses on the preparation of straightforward simple small-business tax returns using financial information provided by the client.
Published pricing ranges are estimates intended for businesses with organized, complete, and reconciled records and routine filing requirements.
Final fees may vary based on many factors. If a return requires additional analysis, reconstruction, research, or extended consultation beyond a standard simple filing, those services fall outside the scope of a simple return and may require a revised quote.
While we are happy to discuss more complex situations, our practice is primarily designed to serve clients whose needs fit within a simple preparation model.
Tax Return Preparation Services
We prepare federal, state, and local tax returns using financial information and documentation provided by the client.
Our services are limited to the preparation (PTIN) and filing (EFIN) of the applicable returns and schedules. We do not audit, examine, verify, or reconcile the data supplied. We rely entirely on the accuracy and completeness of the information you provide. You remain responsible for maintaining adequate books, records, and supporting documentation for all items reported.
Our engagement does not include bookkeeping, accounting system review, fraud detection, or internal control procedures. Additional services such as accounting cleanup, amended returns, tax planning, consultations, research, or responses to tax authority notices are outside the scope of standard simple preparation and may be billed separately. Submission of a return does not constitute a guarantee of acceptance by any taxing authority, nor does it eliminate the possibility of review, inquiry, or audit.
By engaging our firm, you acknowledge and accept these terms.
