Pricing Structure Overview

Pricing is based on the forms required to prepare and electronically file your tax return. Fees reflect form complexity, completeness of records, and professional judgment. The ranges below represent typical discounted costs for common tax situations and do not constitute a quote or guarantee.

*During periods of high demand, a $50 retainer deposit may be requested before tax preparation begins. You will receive an invoice for payment. The deposit will be applied to your final balance and is non-refundable once work on your return has started.

Individual Income Tax Return - Form 1040

Pricing is per tax return, regardless of filing status (Single, Married Filing Jointly, Married Filing Separately, or Head of Household).
Pricing includes Federal, State(s), and/or applicable local city electronic filing.

W2s/1099-R, 1099-INT/DIV income only, no dependents, no deductions, no adjustments/credits/ itemized deductions.
Starts at: $70-$95

Includes Simple Level plus dependents, limited credits/adjustments/deductions, Schedule A-Itemized Deductions.
Starts at: $95-$150

Includes Standard Level plus Schedule C, Schedule E, K-1s, sale of primary residence, or other additional schedules.
Starts at: $150-$525

Business & Fiduciary Returns

Pricing is per tax return, includes Federal, State(s), and applicable local electronic filing. Fees vary based on entity type, number of schedules, and record condition. A $200 retainer deposit may be requested before tax preparation begins. You will receive an invoice for payment. The deposit will be applied to your final balance and is non-refundable once work on your return has started.

Important Disclosures

• Fees are non-contingent and not based on refund outcomes.

• All fees are due prior to filing and are non-negotiable.

• Tax planning, consulting, representation, amended returns, and reviews are not included unless separately engaged.

• Late or incomplete records may result in additional charges or service declination.

Contact me for more details and to get an estimate based on your tax situation.

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