Clear, accurate preparation tailored to your situation. Pricing is transparent and based on the forms required and the information provided.
Last updated: 2026-02-15
Designed for employees with W-2 income and a simple, straightforward return.
Includes federal Form 1040, one state return (where applicable), and up to two W-2s. Standard deduction, common credits, e-file, and confirmation are all included.
Additional W-2s can be added for a small fee.
Typical price range: ~$150-$170+
Built for homeowners who benefit from itemizing deductions.
Includes everything in W-2 Essentials, plus Schedule A for mortgage interest (1098), property taxes, charitable contributions, and required limitation reviews.
Schedule A items are priced per form or per item as needed.
Typical price range: ~$150-$250+
Ideal for W-2 filers with investment activity such as interest, dividends, or capital gains.
Includes everything in W-2 Essentials, plus Schedule B (interest/dividends) and capital gains reporting (Form 8949 + Schedule D) for stocks, ETFs, crypto, employer stock plans, and similar activity.
Basis checks and corrections are included when required.
Typical price range: ~$150-$300+
Designed for landlords with residential or commercial rental properties.
Includes federal and state returns (as applicable), plus Schedule E for rental income/expenses, depreciation, and passive-activity review.
Pricing is per property to reflect varying complexity and documentation needs.
Typical price range: ~$270+ per property
For freelancers, independent contractors, and sole proprietors needing professional Schedule C preparation.
Includes federal and state returns (as applicable), one Schedule C (up to two businesses included at a flat rate), ordinary and necessary business expenses, and one standard vehicle or home-office method.
Additional businesses, complex bookkeeping, or extra schedules are added only when required.
Typical price range: ~$270-$320+
Common add-ons include amended returns (1040-X), household employment taxes (Schedule H), nonresident/international forms (1040-NR/1040-SS and related schedules), K-1s (1065/1120S/1041), gambling income (W-2G), and additional state returns. Exact pricing follows the firm's configured schedule.
Pricing is based on the information provided and the forms required. Additional time due to incomplete records, multiple brokerages, high transaction volume, crypto reconciliation, or other complex circumstances will increase the fee. One state is included where applicable; additional states are separate.
We begin with a concise call to understand your situation and deadlines. You'll receive a focused checklist so we collect only what's needed (W-2/1099s, brokerage 1099-B, Form 1098, business records, crypto CSVs). We map required forms, call out likely complexities, and set expectations.
We prepare your return, reconcile basis where required (RSUs/ESPPs/crypto), apply correct elections and limits, and provide clear notes about what changed and why. You review and approve before filing.
After approval, we e-file and send confirmations. If a notice arrives, we advise on next steps; extended representation, if needed, is quoted up-front.