Often the first question people ask is, “How much would you charge to do my taxes?” Our clients are happy to pay what we charge because we are competitively priced, they trust our expertise, and we save them money. Compare education, experience, and credentials (see About section) to be confident you are getting the best overall value. That means not just getting your taxes done, but knowing they are correct, have the best possible outcome, and include any relevant tax-saving recommendations.
We always prefer to agree on the price upfront, because we believe that’s easier for everyone. You’ll never pay a hidden fee, add-on, or even sales tax. For those with a business of any kind, the cost is tax deductible too.
A basic return costs $195, which usually covers the following items:
Income – W-2 Wages, Social Security, Regular Retirement Income, Unemployment, Interest, and Dividends
Deductions – Medical, Property Taxes, Mortgage Interest, Charitable Donations, HSAs, IRAs, Educator Classroom Expenses, and Student Loan Interest
Credits – Child Tax Credits, Earned Income Credit, Retirement Savers Credit
More complex returns often end up in the $275-$600 range, but also have more opportunities for tax-saving strategies. These include items such as:
Credits – Health Insurance Credit (if you use healthcare.gov), Dependent Care Credit (childcare), Education Credits, Solar Credits
Income – 1099 Income, Early Retirement Distributions, Additional States, K-1 Income, Rental Properties, Stock Sales, Cryptocurrency
Single-member LLC – These businesses are part of your individual tax return, unless you have elected otherwise.
Businesses & Self-Employed
Corporations or LLCs filing as Partnerships or S Corps are a lot more variable. A simple business is often $300-600, but a complex small business may be significantly more. The good news is, many small business and self-employed can save much more with tax planning than what they pay for planning and preparation combined, so they come out way ahead!