At California Tax Boutique, we are committed to providing transparent and fair pricing for our tax preparation services. We understand that tax preparation fees can be a significant expense for individuals, and we believe in being upfront about our pricing model.
Our pricing is based on the complexity of each client's tax situation, and we strive to provide an accurate estimate of fees before beginning any work. We value our clients' trust and believe that honesty and transparency are essential to maintaining that trust.
We welcome all individual income tax clients, whether their returns are simple or complex. Our team of experienced tax professionals is dedicated to working with each client to ensure their tax returns are filed accurately and efficiently. Clients can choose to meet with us in person or take advantage of our secure online portal for remote preparation services.
At California Tax Boutique, we believe that tax time should not be stressful. Let us help make your tax preparation easy and hassle-free.
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:
|
Deductions |
|
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. |
|
California unreimbursed employee expenses - $75 *W2 employees with work expenses such as union dues, home office, mileage, etc. |
|
Tax Credits |
|
|
Daycare Credits - $25-$75 |
Education Credits - $25-$75 |
|
Energy Credits - $75 |
Electric vehicle credit - $75 |
|
IRS adoption credit - $75 |
CA adoption credit - $75 |
|
Foreign tax credit - Starting at $75 |
COVID related credits - $25-$375 |
| Additional State Tax Credit - $75 per state | CA Real Estate Withholding Form - $75 |
|
Additional Income |
|
|
1099-B, capital gains/losses/restricted stock - $25, $100, or $275 |
Cryptocurrency - Starting at $275 |
|
Sale of business/investment property - Starting at $250 |
Sale of primary or secondary residence - $75-$250 |
|
W4 and DE4 Withholding Update Calculations - $75-$225 |
Personal Extensions - $20 |
|
Schedule E (Rental Property) - Starting at $200 per property |
​Depreciation - $25-$500 |
|
Additional Medicare Tax - $25 |
Net Investment Tax - $25 |
|
Foreign Income - Starting at $100 |
Statement of Foreign Financial Assets - Starting at $100 |
|
K1 - $25-$275 |
|
|
Schedule C/F (small business/1099-NEC/sole prop/self-employed/farming) |
|
Gross income, $0-$25k, starting at $250 |
|
Gross income, $25k-$75k, starting at $300 |
|
Gross income, $75k and up, starting at $350 |
|
Depreciation - $25-$500 |
| If the client does not provide a P&L or fill out our worksheet, there will be an additional fee. |