Prices effective March 11, 2023
You may also download a price sheet for the most common tax forms
Your actual cost may vary from the estimate. While preparing your tax return, additional tax items not listed in the estimate, may be required. Quantities may change too. Additional fees may apply if transactions or classifications listed on a form exceed a set threshold. For example, Form 8949's "Sale and Disposition of Assets" fee includes up to three listed transactions. Multiple forms may be necessary when required by the IRS. Additional hourly charges could also apply if tax records are not well organized. Bank fees of 4% apply when paying with a credit or debit card or online.
We charge $1 per scanned page of supporting docs (first 30 pages free). Scanning documents is time-consuming, but necessary. On average, it takes about an hour to organize and scan 80 pages. Clients may mitigate or avoid scanning charges by uploading their documents to our portal (link provided upon request).. Brokerage statements, in particular, are generally available for download from the broker's website. You may upload good-quality pics or scans of tax documents instead of providing a paper copy. New clienst may upload pdf files of their prior year tax returns too.
All fees are subject to change without notice.
Instructions
We suggest you use your most recent tax return filing as a starting point to be sure to include tax items you may otherwise miss. This is also a good way to see how our fees compare to tax preparers you used in the past. Be sure to adjust for changes in your tax situation.
At the bottom of the form is a button that will allow you to print the estimate. Printing the estimate opens a new window with just the tax items you selected. If you need to make changes, just return to the form.