TAX
Nonprofit
Starting at $
Simple Return
Starting at $50
Low-activity filings; straightforward information returns, and clean books.
- 990-N (e-Postcard) — $50
- Form 990-EZ — from $600
- Trust/Estate — from $900
Complex Return
Starting at $1,000
State reporting, grant/donor schedules, unrelated business income, multiple programs, or K-1/distribution complexity.
- Form 990-EZ — from $1,000
- Trust/Estate — from $1,500
- Form 990 — from $1,800
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Businesses
Starting at $
Simple Return
Starting at $500
Limited assets, revenue less than $250K, clean books, and limited year-end adjustments.
- LLC (Schedule C) — from $500
- S-Corporation — from $750
- Partnership — from $900
- C-Corporation — from $900
Complex Return
Starting at $1,200
State filings, fixed-asset activity, large adjustments, basis tracking, multiple K-1s.
- S-Corporation — from $1,200
- Partnership — from $1,500
- C-Corporation — from $1,500
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Individual
Starting at $
Simple Return
Starting at $250
Wages, interest, retirement income, and stocks. No sole proprietor income, cryptocurrencies, rentals, or state returns.
Students & Retirees
$150
Basic Return: W-2 and retirement income only, standard deduction
Complex Return
Starting at $500
Any of: sole proprietor income (Schedule C), cryptocurrencies, rentals, K-1s, or state returns (single or multiple).
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INDIVIDUALS
BUSINESSES
NON-PROFITS, ESTATES, & TRUSTS
Scope Disclaimer: We issue a firm quote before work begins. No hidden surprises once you engage.
Included With Every Return
- CPA preparation of tax returns
- Electronic filing & confirmation
- Secure client portal for uploads & e-signature
- In-person document drop-off available
- Free extension filings for returning clients
- Basic IRS/State notice support on returns we prepare
- Maximize your outcome — we capture every legal deduction and credit available
- Accuracy you can trust — every return is double-checked for compliance and correctness
Additional Services
Compliance & Filings
- Extensions (Form 4868 / 7004) & quarterly estimate vouchers
- 1099 filing & W-9 collection workflow
- Sales & use tax filings and nexus reviews
- Payroll tax returns and after-the-fact payroll cleanup
- Business personal property / tangible returns
Catch-Up & Amended
- Prior-year return preparation and delinquent filings
- Amended returns (e.g., 1040-X, 1120-X) after review
- Bookkeeping cleanup and year-end tie-outs
- IRS transcript retrieval & account review
Advisory & Planning
- Year-round tax planning and “what-if” projections
- Entity selection & S-Corp election (Form 2553) guidance
- Reasonable compensation analysis for S-Corporations
- Investment/RSU/crypto tax strategy & basis setup
- Retirement, HSA, and education tax optimization
Resolution & Representation
- Notices & correspondence responses
- Audit/exam representation and appeals
- Payment plans, penalty abatement, and Offer-in-Compromise
FAQs
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Yes, additional states are billed per state.
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Yes—cleanup and large adjustments are part of complex business scope. We’ll review and include this in your quote.
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It depends on when we receive complete documents and the complexity. We confirm timeline during your scope review and keep you posted along the way.
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Yes. We serve clients locally and remotely via the secure portal and e-signature.