Individual Returns:

• Simple Return - $100

  • This type of return will typically be used by Singles, Seniors, and Students​. These individuals are under 25, have a W2, or have a 1099-R.

 

• Standard Return - $500​

  • This return would apply to clients who intend to claim Head of Household, are Married, or are over 25 with W2 income only.​

 

Business Returns:

• Standard Business Return - $900

  • This return would apply to business owners with an LLC, Rental Property, Schedule C, 1099, 1065, 1120, or 1120S.​​​

  • 2022, 2023, and 2024 tax years can be electronically filed. Tax years prior to 2022 must be filed by mail. 

​​

• Addition Schedule C - $500 each

​

• 1099-NEC E-File - $25 each

  • If 10 or more e-files are needed, the price is discounted to $20 each.​

​

​

Additional Fees:

• Bank Fee - $69.95

  • This fee will only apply if tax preparation fees are taken out of your tax return. Cash clients are exempt.​

​

• Additional Time Charge - $150/hr

  • Every tax return is different. This fee will be applied situationally, and will be discussed with client after initial review.​

​

• Beneficial Ownership Information (BOI) Reporting - $75

  • Included with Business Returns​

​

• Individual Tax Identification Number (ITIN) Applications - $350

  • Renewals - $200​

​

• Group Taxes - $$ TBD

  • Cost will be based on the number of group members.​

​

​

No Charge Services:

• Audit protection included with every return.

​

• Notary services free to all clients

​

• Medicare consultation and enrollments

​

• Aflac Supplemental Insurance Quotes