Services & Pricing
Tax services built around how complex your situation actually is.
Transparent base pricing, with add-ons only for the things that genuinely add work — no surprise invoices.
Individual Tax Services
1040 preparation for wage earners, freelancers, and investors.
Starting at $450Base price
Included in the base price
- Standard Form 1040 — filing of the primary federal return
- W-2 income — standard wage-earner reporting
- Standard deduction
- Interest & dividends — basic 1099-INT and 1099-DIV
- One state return — filing for a single resident state
- E-filing & secure portal — digital delivery
What adds complexity (add-on fees)
- Itemized deductions (Schedule A) — medical, mortgage interest, charitable
- Self-employment (Schedule C) — bookkeeping review & expense categorization
- Rental properties (Schedule E) — depreciation & property-specific tracking
- Capital gains/losses (Schedule D) — active trading, crypto, cost-basis adjustments
- K-1 processing — income from partnerships or S-Corps
- Amended returns (Form 1040-X) — correcting a previously filed return
Corporate & Partnership Tax Services
1120-S, 1065, and 1120 preparation for growing businesses.
Starting at $950Base price
Included in the base price
- Federal entity filing — Form 1120-S, 1065, or 1120
- Basic financial statement review — from a clean, balanced P&L and Balance Sheet
- K-1 distribution — up to two partners/shareholders
- One state business return — the business's home state
What adds complexity (add-on fees)
- Unorganized books — "shoe-box" cleanup accounting
- Multiple shareholders — additional K-1s beyond the first two
- Multi-state nexus — filings in multiple states of operation
- Complex assets — property sales, Section 179, complex depreciation
- Foreign assets — FBAR or Form 5471 reporting
- Amended returns — correcting a previously filed business return
Beyond Compliance
Advisory & bookkeeping
Tax prep is the floor, not the ceiling. Most clients pair it with one of these.
02.
Strategic Tax Advisory
Proactive, year-round planning focused on legally minimizing what you owe before the year closes — not just reporting it after the fact.
- Year-round tax planning
- Estimated tax payment management
- Entity selection & restructuring advice
03.
Bookkeeping & Financial Reporting
Monthly bookkeeping that keeps your financials audit-ready and gives you a clear read on where the business stands, year-round.
- Monthly categorization & reconciliation
- Financial statements (P&L, Balance Sheet)
- Rental & Schedule C-ready bookkeeping
Free Estimation
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Prompt CPA