Individual Tax Clients
Price and Services:
Form 1040 & Accompanying State Return
Minimum Fee $200
Form 1040 & Schedule C
Minimum Fee $650
Form 1040 & Schedule E
Minimum Fee $450
Fee increases based on hourly rate for pre-season letter, onboarding, phone and email communication, mailing or digital copies of tax return and supporting documentation. May be subject to additional charges depending on amount of communication required, amendments, organization of documents.
As of August 31, 2026 non-paper clients will now receive a video review of their tax return.
Business Tax Clients
Price Range and Coverage:
Partnership Return - Form 1065
From $900
S Corp Return - Form 1120S
From $900
Fiduciary Returns - Form 1041
From $900
Non-Profit Returns - Series 990
From $900
Fee increases based on hourly rate for pre-season letter, onboarding, phone and email communication, mailing or digital copies of tax return and supporting documentation. May be subject to additional charges depending on amount of communication required, amendments, organization of documents.
As of August 31, 2026 non-paper clients will now receive a video review of their tax return.
Important note:
I will no longer be taking business tax clients for whom I do not do the monthly or quarterly bookkeeping.