Pricing

We price our services based on the form(s) required to file your tax return. Some tax returns are very simple while others can be quite complex. We believe charging per form is the most fair and transparent pricing model. We do not charge to enter any of your tax forms such as a W-2, 1099, etc. We do not charge to e-file your tax return as well. These are included in our base price.

Base Price $99

What's Included?

-Basic Federal and 1 State Tax Return
-Free e-file
-Professional prepared tax returns
-Access to your tax professional for a year
-Peace of mind

Additional Charges:

Married Filing Jointly

$25

Claiming Dependents

$25

Additional State Tax Return

$39

County/Local Tax Return

$25

K-1 Form Entry (1 Free)

$20

Special Handling (Paper Return)

$25

Additional Common Forms:

Name	Description	Amount
Schedule A	Itemized Deductions	$49
Schedule C	Busines Income	$69
Schedule D	Capital Gains	$25
Schedule E	Supplemental Income	$30 (each property)
Schedule EIC	Earned Income Credit	$45
Form 4562	Depreciation	$30
Form 8949	Sale of Stock	$25
Form 1116	Foreign Tax Credit	$30
Form 2441	Child and Dependent Care	$20
Form 6251	AMT Tax	$45
Form 8283	Non-Cash Charitable Deductions	$10 per organization
Form 8582	Passive Activity Loss Limitations	$30
Form 8863	Education Credits	$20
Form 8867	Paid Preparer's Due Diligence	$25
Form 8889	Health Savings Account	$10
Form 8917	Tuition and Fees	$20

Other Tax Returns

1040NR - Non Resident

$129

1040X - Amended Federal Return

$129

Amended State Return

$59

FBAR - FinCen 114

$75

FBAR Assets

$15 each

Common Tax Return Packages

Tax Situation	Charge	Amount	Total Fees
Single, W-2 income	Base Fee	$99	$99
Single with dependents, W-2 income	Base Fee	$99	$119
Single with dependents, W-2 income	Dependents	$20	$119
Married, W-2 income	Base Fee	$99	$119
Married, W-2 income	Married Filing Jointly	$20	$119
Single, 1099 income	Base Fee	$99	$168
Single, 1099 income	Schedule C	$69	$168
Married with dependents, W-2 income, Itemize Deductions	Base Fee	$99	$188
	Married Filing Jointly	$20
	Dependents	$20
	Schedule A	$49
Married, W-2 income, Itemize Deductions, Rental Property	Base Fee	$99	$208
	Married Filing Jointly	$20
	Schedule A	$49
	Schedule E	$30
	Form 4562	$30

Pricing

Base Price

$99

What's Included?

Basic Federal and 1 State Tax Return
Free e-file
Professional prepared tax returns
Access to your tax professional for a year
Peace of mind

Additional Charges:

Married Filing Jointly
Claiming Dependents
Additional State Tax Return
Local Tax Return
K-1 Form Entry (1 Free)
Special Handling (Paper Return)

Other Tax Returns:

1040NR - Non-Resident
1040X - Amended Federal Return
Amended State Return
FBAR - FinCen 114
FBAR Assets

$129
$129
$59
$75
$15 each

Additional Common Forms:

Schedule A
Schedule C
Schedule D
Schedule E
Schedule EIC
Form 4562
Form 8949
Form 1116
Form 2441
Form 6251
Form 8283
Form 8582
Form 8863
Form 8867
Form 8889
Form 8917

Itemized Deductions
Business Income
Capital Gains
Rental Income
Earned Income Credit
Depreciation
Sale of Stocks
Foreign Tax Credit
Child and Dependent Care
AMT Tax
Non-Cash Charitable Deductions
Passive Activity Loss Limitations
Education Credits
Paid Preparer's Due Dilligence Checklist
Health Savings Account
Tuition and Fees

$49
$69
$25
$30 per rental property
$45
$30
$25
$30
$20
$45
$10 per organization
$30
$20
$25
$10
$20

Other Tax Returns

1040NR - Non-Resident
1040X - Amended Federal Return
Amended State Return
FBAR - FinCen 114
FBAR Assets

$129
$129
$59
$75
$15 each

Common Tax Return Prices

Tax Situation	Charge	Amount	Total Fees
Single, W-2 income	Base Fee	$99	$99
Single with dependents, W-2 income	Base Fee	$99	$119
Single with dependents, W-2 income	Dependents	$20	$119
Married, W-2 income	Base Fee	$99	$119
Married, W-2 income	Married Filing Jointly	$20	$119
Single, 1099 income	Base Fee	$99	$168
Single, 1099 income	Schedule C	$69	$168
Married with dependents, W-2 income, Itemize Deductions	Base Fee	$99	$188
	Married Filing Jointly	$20
	Dependents	$20
	Schedule A	$49
Married, W-2 income	Base Fee	$99	$119
Married, W-2 income	Married Filing Jointly	$20	$119

Compare that to TurbtoTax

Tax Return Benefits

Secure Client Portal

We provide your own, personally encrypted client portal, through which you can accomplish all of your tax needs. Your secured personal portal allows you to upload and retrieve documents, and store your protected files and confidential tax documents. Access to your tax portal will be available to you for 3 years. All transmissions and files at rest on the server are secured with a 256-bit SSL encryption.

Accuracy Guarantee

We are so confident in our services; we provide a 100% accuracy and satisfaction guarantee. If an error is found on your tax return, made on our behalf, we will work with you and the IRS to rectify the issue, at no additional cost. We will also pay any interest or penalty that resulted from the error. However, we are not responsible for any actual tax liability and amount due, stemming from the error.

Free Services

Once we file your tax return, we consider you to be a client and will provide additional services at no cost. We will respond to any federal/state inquiry about your tax return at no charge. We are also available through out the year to answer any questions or provide free consultations on certain tax matters.

Payment

Payment is not due until you have reviewed the tax return(s), and are satisfied with our service. You will receive an eletronic itemized invoice where payment can be made with a click of a button. We accept debit cards and all major credit cards.

Records

We will maintain copies of all documentation you submited to help us prepare your tax return. We will also maintain copies of your complete tax return that was e-filed. These documents will be kept for 4 years. Copies will be provided for free upon request.

Free State Tax Return

We will file one state return for free. Other state returns required to be filed will be charged an additional $39 per state.

Virtual Tax Process
1
Tell Us About Yourself
We need your information to setup a private portal and ensure we file your taxes accurately.
2
Upload Tax Documents
Send us your tax documents using our secure online portal.  We'll be in touch if we have any follow-up questions.
3
Review & File
We'll send your completed tax return for review with information about the numbers.  After your review, we'll file your return(s).

Certifications & Awards

Tax Certifications

System Certifications

IRS Certification to Prepare Taxes

Quickbooks ProAdvisor

Wave Pro

Awards

2016 Thumbtack Pro

2019 Thumbtack Pro

Personal Services

We're here to help with your taxes or personal finances so you can get back to enjoying life.

We have the tools to help.

Financial Matters Are Stressful.

Here's How We Help.

Customer Service

We strive to provide the best customer service possible. You are our highest priority. We don't charge to answer your questions or help you understand the numbers.

Communication

We believe communication is key to our relationship. All of our services include free communication with your personal Accountant/Tax Preparer. We encourage questions and feedback.

Security

Your personal and financial data is private, and we want to keep it that way. We use the most up to date security methods to restrict access and protect your information.

Value

All of our services come at a great value. We provide great quality work at below market prices. This is accomplished with low overhead costs and fair prices.

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Our services include the highest quality software and technology available. It's importanat that our processes are efficient and software is easy to use but can also help deliver high quality work.

Quality

We provide high quality services and you should expect no less. We realize all clients are different so all our services are tailored to meet each client's expectations

Technology

Your personal and financial data is private, and we want to keep it that way. We use the most up to date security methods to protect your data and restrict access.

Reliable

If you can't rely on us on a daily basis then we can't build a good relationship. We ensure your questions are answered and services are delivered as expected. This is our opportunity to show you we can be trusted with your finances.