Plan options
All packages include: Year-Round Tax Consultation + Tax Health Report + 3-Year Audit Q&A Support + $10,000 Error Compensation.
Individual Tax Return
- Simple (Income only consists of 3 or fewer W2s, Unemployment, Social Security, and/or Interest) starting at 69+state fees.
- Complex(income other than 3 W2s, Unemployment, Social Security or Interest) Starting at 119+ state fees.
- Student/Retired(Distributions from an IRA, a pension, an annuity, paid college tuition, or Made student loan payments) Starting at 149+ state fees.
- Family(Claiming dependents) Starting at 179+ state fees.
Add-Ons:
- Form 8938 (Foreign Financial Assets): $200–$400
- Form 114 (FBAR): $150–$300
Business Tax Return
- Sole Proprietors (Schedule C attached to 1040): $300–$500
- LLC Tax Return (Single Member): $400–$600
- Partnership Tax Return (Form 1065): $600–$900
- S-Corporation Tax Return (Form 1120S): $700–$1,200
- C-Corporation Tax Return (Form 1120): $800–$1,500
- Add-On for Foreign Financial Reporting (Forms 8938 and 114): o Form 8938 (if applicable for the business): $300–$500 o Form 114 (FBAR for business accounts): $200–$400
Bundled Services
- Individual + Sole Proprietor: Starting at $500
- Partnership or S-Corporation + Partner/Shareholder Returns: Starting at $1,200
- Business Tax Return + Quarterly Consulting/Bookkeeping Services: Starting at $2,000/year
- Foreign Reporting Bundles: o Form 1040 + Form 8938 + Form 114: $600–$900 o Business Return + Foreign Reporting: $1,000–$1,500
Notes for Clients
- • Remote Services: Secure document portal, virtual consultations, and e-signatures ensure fast and hassle-free service.
- • Turnaround Time: Returns completed within 1-3 business days for basic packages.