Transparent · Flat-Fee

Pricing

Our fees are based on the complexity of your situation, the condition of your records, and the level of professional judgment required. Flat-fee pricing — no surprises.

Transparent Pricing, Based on Complexity

Tax Preparation Pricing

We use tiered, flat-fee pricing so there are no surprises. Pricing starts at the rates below and is confirmed after a brief intake review based on your situation.

Individual (Form 1040)

Starting at$400
Basic

W-2 income, interest/dividends, simple investments, one state

Complex

Business income, rental properties, K-1s, multiple brokerage accounts

Advanced/Planning

High-income planning, equity compensation, multi-state or foreign reporting

S-Corporations (Form 1120-S)

Starting at$1,200
Core Compliance

Clean books, 1–2 shareholders, single-state operations

Compliance + Cleanup

Book cleanup, basis reconstruction, multiple shareholders or states

Tax & Advisory

Owner compensation planning, multi-state activity, ongoing advisory support

Partnerships (Form 1065)

Starting at$1,500
Core Partnership

Simple ownership, clean capital accounts, no special allocations

Compliance + Capital Work

Capital account reconstruction, guaranteed payments, real estate

Complex / Advisory

Special allocations, Section 754 elections, multi-state partners, planning

Common Add-Ons

Some services are priced separately due to additional scope. Always discussed and approved before work begins.

Additional state tax return
Book cleanup or reconciliation
Amended tax returns
IRS or state notice response
Payroll corrections
Foreign disclosures (FBAR / FATCA)
Rush or expedited filings

What This Means for You

Flat fees, not surprise invoices
Pricing based on actual complexity, not guesses
Clear expectations before engagement begins
No assembly-line tax preparation

Not Sure Which Tier Fits?

Initial consultations are free. We'll review your situation and recommend the right engagement level — with no obligation.

Schedule a Free Consultation