Tax Prep Base Fee

$525

Required

Includes one 1040 for individual or married joint, up to 2 states, W-2, 1099-INT, 1099-DIV, retirement income, Standard or Itemized Deductions, and up to 3 tax planning calls.

Additional charges may apply for more complex tax situations such as Self Employment or Rental income and sales of assets. 

Add On Charges

$125 each

Capital Gains

Rental Property 

Self Employment Income

International Items 

Passthrough Income Reporting 

Other Charges

varies

Additional States

2 states are included in the base charge. Select if you have additional states.
One additional State, $25
Three Additional States, $50

Bookkeeping
Billed at $75 per hour in ½ hour increments. May not be available from March 15 to May 1.