Tax Return Preparation Rates and Fees 

Our tax return preparation fees are based on the complexity of your return.  This is usually measured by the number and types of forms, schedules, and worksheets that must be prepared to complete your return.  We strive to set our fees somewhere between the low priced "tax return factories"  operated primarily by the large national franchises and the higher fees typically charged by CPA firms.  The low priced national franchises can't offer the personalized service we provide and most tax situations simply aren't complex enough to justify the higher fees that CPA firms need to charge to support their office overhead.  

While it is impossible to provide an exact fee until we assess your specific individual tax situation, the following example scenarios should help you determine which fee range might apply to your situation.  The estimates include electronic filing for both federal and state returns.  Please see our Discounts and Promotions listed below for some money saving offers!

  • Basic tax return with standard deduction --- $150-$175
  • Tax return with itemized deductions --- $175-$225
  • Tax retrun with standard deduction and a part time sole proprietorship or contract worker income --- $225-$325
  • Tax return with itemized deductions and self-employment/small business     income --- $275-$375
  • Tax return with itemized deductions and income from several residential rental properties ---  $325-$425
  • Business tax return (Form 1120 and Form 1065) --- $450-$750

Future Fee Guarantee

With our "Future Fee Guarantee", we promise not to raise your tax preparation fees for at least two tax seasons after the first tax return that we prepare for you is filed unless your tax situation materially changes. This means that if you are required to file the same forms and schedules in subsequent years your total fee will not increase. If your subsequent returns require additional forms and schedules that were not required for your first return we prepared for you, the rates and fees are subject to increase due to the additional complexity and time required to complete your return.

Current Discounts and Promotions ...

  • $25.00 discount off standard fees for all new customers

  • $15.00 discount (free preparation of Schedule R - Tax Credit for the Elderly or Disabled) for senior citizens age 62 and older (in addition to $25.00 discount for new customers if applicable)

  • $25.00 for each referral you provide who becomes a tax preparation client with no limit on the number of referrals!

  • Complimentary initial tax planning consultation for all tax preparation customers

Just mention these offers when making your appointment!