Broker Check

Tax Preparation

2025 - Personal Tax Preparation Schedule

2025 - Personal Tax Preparation Schedule

Basic 1040 Includes: $250 Per Return

  • This includes Unlimited - W2’s, 1099R’s, 1099Int’s, Social Security, Unemployment, 1 State Return
  • Dependent Child Return: $50 per return (Non Dependent children returns will be billed at a full adult rate)

Common Additional Items:

  • Additional State: $100 per state
  • Small Business/Rental Property: $100 per each Schedule C/E/F

Common $50 per item:

  • Schedule B (Dividends)/Schedule D
  • Non-qualified Distributions of HSA, Roth IRA or Education savings.
  • Energy, Adoption or Electric Vehicle Credits.
    *Additional fee may apply to complex capital gain reporting/crypto currency specialization.

Common $25 per item:

  • Earned Income Credit, Child & Dependent Care Credit
    *Other Non-Common Items will be subject to an additional fee based on complexity of the item.

Optional Services:

  • Tax Consultation/Tax Planning – Contact us for details.
  • Amended Returns - $150 per hour with a 1 hour minimum (full pricing applies if we did not file the original Return)
  • Extension Filing - $50 per filing
  • (All returns will be put on extension if provided after: March 31st, 2026)
  • Tax Notice Response - $50 per response
  • Expedited Mail Delivery – (Overnight $25)

Is it time to start planning?

Let's Talk.

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



Thank you! Oops!