We welcome all individual income tax clients, from simple and organized returns to the most complex. Whether you have one W-2 or are self-employed with extensive investments and deductions, we are pleased to work with you to file your income tax returns. Clients can choose to meet with a tax professional in person or to take advantage of our secure online portal for remote professional preparation services.
We value our client’s trust and believe in the principle of truthful advertising. While most tax preparation firms will not post their tax preparation prices online, we want our clients to understand the model behind our pricing. We pride ourselves on having a clear method to estimate the cost of our fees. Please note, it is important to understand that each client is different and therefore, could be more complex. We believe in fair pricing which reflects the client’s individualized situation.
TAX INTAKE & ORGANIZER TRACK MY IRS REFUND TRACK MY CA REFUND
PERSONAL TAXES -- Starting at $255
The base fee includes preparation of a tax return containing the following:
| Federal Return | W2 Income |
| (1) State Return | Interest Income |
| Dependents & Child Tax Credits* | Dividend Income |
| Unemployment Income | Retirement Income |
| Disability Income | Social Security Income |
| Taxable Refunds | IRA Deduction |
| Student Loan Interest Deduction | Health Saving Account |
If you have more documents than listed above, you will incur additional fees. Please review the list below of our most common additional forms:
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Deductions |
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Itemized deductions (mortgage interest, property taxes, donations, etc.) - this applies for Federal and/or State - $80 *If you have more than 3 donation slips, or donate a vehicle, appraised items, or stocks, there will be additional fees. |
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California unreimbursed employee expenses - $75 *W2 employees with work expenses such as union dues, home office, mileage, etc. |
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Tax Credits |
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Daycare Credits - $25-$75 |
Education Credits - $25-$75 |
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Energy Credits - $75 |
Electric vehicle credit - $75 |
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IRS adoption credit - $75 |
CA adoption credit - $75 |
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Foreign tax credit - Starting at $75 |
COVID related credits - $25-$375 |
| Additional State Tax Credit - $75 per state | CA Real Estate Withholding Form - $75 |
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Additional Income |
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1099-B, capital gains/losses/restricted stock - $25, $100, or $275 |
Cryptocurrency - Starting at $275 |
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Sale of business/investment property - Starting at $250 |
Sale of primary or secondary residence - $75-$250 |
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W4 and DE4 Withholding Update Calculations - $75-$225 |
Personal Extensions - $20 |
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Schedule E (Rental Property) - Starting at $200 per property |
​Depreciation - $25-$500 |
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Additional Medicare Tax - $25 |
Net Investment Tax - $25 |
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Foreign Income - Starting at $100 |
Statement of Foreign Financial Assets - Starting at $100 |
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K1 - $25-$275 |
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Schedule C/F (small business/1099-NEC/sole prop/self-employed/farming) |
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Gross income, $0-$25k, starting at $250 |
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Gross income, $25k-$75k, starting at $300 |
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Gross income, $75k and up, starting at $350 |
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Depreciation - $25-$500 |
| If the client does not provide a P&L or fill out our worksheet, there will be an additional fee. |