Tax Preparation Pricing & Fees
We believe clients should understand how tax preparation fees are determined.
Because every tax situation is different, the cost of preparing a tax return can vary depending on the type and complexity of the return, number of tax forms, business activity, rental properties, prior-year filings, and other applicable circumstances.
Contact us or schedule an appointment to discuss the tax preparation services you need.
How Much Does Tax Preparation Cost?
There is no single price that accurately applies to every tax return.
A straightforward individual return may require considerably less preparation than a return involving:
- Multiple income sources
- 1099 income
- Self-employment
- Business activity
- Rental properties
- Investments
- Multiple prior years
- Amended returns
- Additional schedules or forms
- Extensive record review
Your fee will depend on the services required for your particular tax situation.
Tax Preparation Pricing
Individual Tax Preparation
Individual tax preparation may include applicable:
- W-2 income
- Multiple W-2s
- Dependents
- 1099 income
- Retirement income
- Investment-related tax documents
- Homeownership information
- Other individual tax matters
Pricing: Contact us for pricing based on your return.
Book Individual Tax Appointment
Self-Employed & 1099 Tax Preparation
Self-employed returns can require additional preparation because business income and applicable expenses must be properly organized and reported.
We assist qualifying:
- Independent contractors
- Freelancers
- Consultants
- Gig workers
- Rideshare drivers
- Delivery drivers
- Real estate professionals
- Insurance professionals
- Home-service providers
- Other self-employed taxpayers
Pricing: Depends on the complexity of the return and business activity.
Book 1099 / Self-Employed Appointment
Business Tax Preparation
Business-return pricing depends on factors such as the entity type, complexity, condition of the financial records, and required tax filings.
We prepare qualifying returns for:
- Sole proprietorships
- LLCs
- Partnerships
- S corporations
- Corporations
- Small businesses
Remember that LLC is a legal structure and does not by itself determine the federal income tax return required.
Pricing: Contact us for business tax preparation pricing.
Book Business Tax Appointment
Rental Property Tax Preparation
Rental-property tax preparation may involve:
- Rental income
- Property expenses
- Depreciation information
- Improvements
- Property purchases or sales
- Multiple properties
- Other applicable rental activity
Fees can vary depending on the number of properties and complexity of the tax information.
Pricing: Contact us for pricing.
Prior-Year / Back Tax Preparation
If you haven't filed one or more previous tax years, each year's return generally requires separate preparation.
Pricing may depend on:
- Number of years
- Type of returns
- Available records
- Income sources
- Self-employment
- Business activity
- Rental properties
- Complexity of each year
Pricing: Determined after reviewing the years and services involved.
Book Prior-Year Tax Appointment
Amended Tax Return Preparation
An amended-return engagement can require reviewing both:
- The return originally filed
- The information that may need to be corrected
Pricing can depend on the complexity of the original return and the correction required.
Pricing: Contact us for an amended-return review.
Book Tax Amendment Appointment
What Affects Your Tax Preparation Fee?
Several factors can affect the amount of work required to prepare a tax return.
Type of Return
An individual return and a separate business entity return involve different preparation requirements.
Number of Tax Forms
A return involving one W-2 can require less preparation than a return containing numerous W-2s, 1099s, investment documents, and other forms.
Self-Employment
Self-employed taxpayers may require additional business-income and expense reporting.
Business Complexity
Business returns can vary substantially depending on:
- Entity structure
- Revenue
- Expenses
- Assets
- Payroll
- Contractors
- Ownership
- Financial records
- Other business activity
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Rental Properties
Additional rental properties can increase the amount of information that must be reviewed and reported.
Investment Activity
Certain investment transactions can require additional tax forms and supporting information.
Multiple Income Sources
A taxpayer may simultaneously have:
- W-2 income
- 1099 income
- Business income
- Rental income
- Retirement income
- Investment income
More complex combinations may require additional preparation.
Prior-Year Returns
Preparing several missing years generally requires separate work for each applicable tax year.
Amended Returns
An amended return may require reviewing the originally filed return before determining and preparing the applicable correction.
Condition of Your Records
Organized records can make the preparation process more efficient.
Incomplete, inconsistent, or unorganized business and rental records may require additional work before the return can be prepared.
Simple Return vs. Complex Return
Tax returns are not priced solely according to how many pages the finished return contains.
A return that appears simple can sometimes involve issues requiring additional review.
Likewise, two taxpayers with similar incomes can have very different tax situations.
Pricing should therefore be based on the actual preparation work required rather than assumptions based solely on income.
Are Business Tax Returns More Expensive?
Business returns can require additional work because they may involve:
- Business financial statements
- Income and expenses
- Assets
- Depreciation
- Payroll information
- Contractor information
- Ownership
- Entity-specific tax forms
- Other business reporting
The exact fee depends on the business and services required.
Does Having a 1099 Increase the Price?
Not necessarily in every situation.
The effect on the preparation fee depends on what the 1099 represents and whether additional forms, schedules, or business reporting are necessary.
For example, independent contractor income can involve different preparation requirements from certain interest or retirement income reported on another type of 1099.
Are There Additional Fees for Multiple W-2s?
The pricing impact, if any, depends on your complete return and our applicable fee structure.
If you worked for several employers, bring all applicable W-2 forms to your appointment.
How Much Does an LLC Tax Return Cost?
There is no universal LLC tax-return price because LLCs can have different federal tax classifications.
Depending on ownership and applicable elections, an LLC may potentially be treated for federal tax purposes as a:
- Disregarded entity
- Partnership
- S corporation
- Corporation
The required return and complexity must be determined before an appropriate preparation fee can be established.
How Much Does an S Corporation Tax Return Cost?
S corporation pricing depends on the company's records and tax situation.
Factors may include:
- Revenue
- Expenses
- Payroll
- Shareholder information
- Assets
- Distributions
- Bookkeeping quality
- Other tax matters
Contact us to discuss your business.
Do You Charge for Each Prior Tax Year?
Each prior tax year generally involves preparing a separate tax return.
The total fee therefore depends on the number and complexity of the returns that need to be prepared.
Is an Amended Return Included in the Original
Preparation Fee?
Amended-return services may involve additional work and may be priced separately depending on why the amendment is required and the circumstances.
Any applicable fee should be discussed before the additional service is performed.
Organize Your Documents Before Your Appointment
Good organization can help us understand your tax situation more efficiently.
Before your appointment:
- Gather all tax forms
- Separate records by tax year
- Organize business income and expenses
- Separate rental records by property
- Gather applicable prior returns
- Bring complete IRS notices
- Prepare requested supporting documentation
Securely Submit Sensitive Tax Documents
Tax records can contain Social Security numbers, financial information, and other confidential information.
Use our designated secure client portal when submitting sensitive tax documents electronically.
Do not send W-2s, complete tax returns, Social Security numbers, banking information, or identity documents through an ordinary website contact form.
Get a Better Idea of Your Tax Preparation Cost
To help us understand the services you need, be prepared to tell us generally:
- Individual or business return
- Number of tax years
- Whether you have W-2 income
- Whether you have 1099/self-employment income
- Whether you own a business
- Business entity type, if applicable
- Whether you own rental properties
- Whether you're amending a previously filed return
- Other major factors affecting the return
Do not send Social Security numbers, banking information, or sensitive tax documents through a general pricing inquiry form.
Frequently Asked Questions About Tax
Preparation Fees
How much will my tax return cost?
Pricing depends on the type and complexity of the return and services required. Contact us or schedule an appointment to discuss your situation.
Do you have a flat fee for every tax return?
Tax situations vary considerably, so one price may not accurately reflect every return.
Is business tax preparation more expensive than individual tax
preparation?
Business returns frequently require additional forms and financial information, but the actual fee depends on the return and services required.
Does self-employment affect the preparation fee?
It can. Self-employment may require additional income and expense reporting depending on the circumstances.
Does owning rental property affect my fee?
It may. Rental-property reporting can require additional schedules, records, and depreciation information.
Can you give me a price before I file?
We may be able to provide pricing information after obtaining enough information to understand the type and complexity of the tax preparation services required.
Does my refund determine your tax preparation fee?
Our tax preparation fee should reflect the services provided rather than a promise that you will receive a particular refund.
Is a larger refund more expensive?
The amount of a refund does not by itself determine how difficult a return is to prepare.
Are prior-year returns priced separately?
Because each tax year generally requires its own return, pricing depends on the number and complexity of the years involved.
Do amended returns have a separate fee?
They may. Amended-return preparation can involve reviewing the original return and preparing applicable corrections.
Ready to Get Started?
Tell us what type of tax preparation you need and schedule an appointment.
We'll determine the applicable services based on your tax situation.
Ready to Get Your Taxes Prepared?
Don't wait until the last minute to organize your tax documents.