Tax Filing Services

We take the stress out of your finances. Whether you’re filing as an individual or business, we provide accurate, timely, and strategic tax preparation. We take a proactive approach to help you minimize liabilities and stay compliant. Our reasonable form-based pricing strategy remains aligned with our core values and is tailored to your individual needs.

INDIVIDUAL TAX FILING

For taxpayers filing Form 1040 or 1040-NR with up to three W-2, 1099-R, or SSA-1099 and claiming the standard deduction with no schedules attached. Individual Tax Filing fee starts at $159 for basic returns. For more in-depth tax needs, see the additional forms below:

INDIVIDUAL TAX FILING+

For taxpayers with self-employment or rental income (Up to one schedule C, E, or F attached and $15k in business expenses) and claiming the standard deduction with no other schedule attached. Individual Tax Filing+ fee starts at $289. For more in-depth tax needs, see the additional forms below:

BUSINESS TAX FILING

For Partnerships or S-Corporations filing Form 1065 or Form 1120-S. Business Tax Filing fee starts at $995 for those with less than $250k in gross income ($1,495 for those with gross income between $250k - $500k). For more in-depth tax needs, see the additional forms below:

FORMS & SCHEDULES

Each of the following forms or schedules, if required, will incur an additional charge:

$50 FORMS: 

Sch 8812 Credit for Qualifying Children, 

Sch A Itemized Deductions, 

Sch C with over $30k in business expenses, 

Sch H Household Employment Taxes,

Sch L Balance Sheets (Form 1065 or 1120-S),

Form 1116 Foreign Tax Credit,

Form 8824 Like-Kind Exchanges,

Form 8867 Paid Preparer’s Due Diligence Wks-CTC.

$25 FORMS: 

Sch 1 Additional Income & Adjustments, 

Sch 2 Additional Taxes, 

Sch 3 Additional Credits & Payments,

Sch B Interest & Dividends,

Sch C with $15k-$30k in business expenses, 

Sch D Capital Gains & Losses,

Sch EIC Earned Income Credit,

Sch K-1 Shareholder’s Share of Income.

$10 FORMS: 

Most other forms or schedules such as:

Form 2441 Child & Dependent Care Expenses, 

Form 2555 Foreign Earned Income, 

Form 4562 Depreciation & Amortization,

Form 4797 Sale of Business Property,

Form 5695 Residential Energy Credits, 

Form 8829 Expenses for Business Use of Home,

Form 8863 Education Credits, 

Form 8867 Paid Preparer’s Due Diligence,

Form 8936 Clean Vehicle Credit,

Form 8960 Net Investment Income Tax, etc.

DISCLOSURES: Returns are subject to a $29.99 Refund Transfer fee when opting to deduct the filing fee from refund. Prior-year Tax filings are billed at the current-year rates. State Tax Filing fee is $69 ($99 for CA, MA, NY, OH, or PA). A 20-minute consultation fee is $99. Form 4868 Extension of Time to File fee is $99. IRS Resolution and Audit Support fee is $200 per hour (two-hour minimum) for expert assistance and guidance with an IRS Correspondence Audit. However, if prepaid at the time of tax filing, the Audit Protection fee is $50 (for existing non-business clients only). The final cost may be determined by the scope of work.

We truly value your confidence in our ability to manage your tax needs. To proceed with your Tax Consulting Engagement, click on the following link: Tax Filing Organizer.