1. Our Federal Base Price
If you fit into two or more situations, the higher base price applies.
$75
Simple Form
Social Security, unemployment, and/or up to three W-2s.
$125
Complex Income
More than three W-2s or additional income sources.
$150
Student / Retired
Paid tuition/loans or received retirement income.
$170
Family
Includes dependents.
$175
Itemizer
Itemized deductions & state returns (e.g., Schedule A).
2. Add State Returns
$65 / per
state
3. Additional Items
If it's not listed, there's no additional charge.
Refundable & Dependent Credits
Child Tax Credit
(Schedule 8812)
$25
Additional Child Tax Credit
(Schedule 8812)
$25
Earned Income Credit (EIC)
$25
Investment & Personal Income
Interest Income
First
$10
Each add’l: $10
Dividends (1099-DIV)
First
$20
Each add’l: $10
Sold Stock / Crypto (1099-B)
First
$25
Each add’l: $10
Misc. Income (1099-MISC/NEC/K)
First
$20
Each add’l: $10
Consolidated 1099: fees apply per
transaction*
Unique Tax Situations
HSA / ROTH / Education Savings Distributions
$20
Marketplace Health Insurance (1095-A)
$20
Foreign / Nonresident Income, Credits, Assets
$45
Sale of Home or Business Asset
$45
Foreclosure or Cancelled Debt (1099-C)
$45
Energy / Adoption / EV Credits
$20
Net Investment Income Tax / Additional Medicare Tax
$10
Miscellaneous Items
Federal Amended Return
$99
Small Business Taxes
Schedule C — Expenses ≤ $2,000
No employees or depreciation
First
$65
Each add’l: $35
Schedule C — $2,000–$5,000
No employees or depreciation
First
$115
Each add’l: $80
Schedule C — Over $5,000 / or Employees / or Depreciation
First
$180
Each add’l: $145
Rental Property (Schedule E)
Expenses > $10,000
First
$125
Each add’l: $85
Farm (Schedule F or Form 4835)
First
$175
Each add’l: $110
Business Investment (Form K-1)
First
$55
Each add’l: $35
Home Office / Clergy / Household Employee
First
$45
Each add’l: $30
4. Small Business Products
Business Formation Services
Starting at
$135
5. Entity Returns
With Expenses < $10k
$281
With Expenses $10k–$50k
$375
With Expenses > $50k and/or Schedule L/M
$499
No Activity Business
$135
Annual Return or Employee Benefits
—
Gift & Estate Tax
Exempt / Not-for-Profit Organizations
Form 990-PF (Private Foundations)
$250
6. Entity Returns — Additional
Business Income
Business (Schedule C)
$60
Rental Property (Schedule E)
$35
Rental Income (Form 8825)
$60
Depreciation & Amortization (4562)
$45
General Business Credit (3800)
$45
Asset Acquisition & Sales
Installment Sale Income (6252)
$35
Like-Kind Exchange (8824)
$35
Capital Gains & Losses (Schedule D)
$30
Asset Acquisition (8594)
$30
Miscellaneous
Foreign Bank Account Report (FBAR)
$25
Extension — New Clients
$75
Extension — Existing Clients
FREE
Business Tax Audit Support
$125
Unique Tax Situations
Change in Accounting Method (3115)
—
Casualty & Theft (4684)
$35
Low-Income Housing Credit (8609)
$35
Underpayment of Estimated Tax by Corporation
$25
States / Local
All Other State Returns
$120
Estate Gift Tax Returns or Franchise Tax
$150
*This is an estimate based on your current assessment of your tax situation and information
provided. Final pricing may vary depending on your actual tax situation, credits, or deductions claimed. This
also applies
to entity returns for tax year 2025*
View Pricing Sheet