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See below for pricing and referral savings program details!
Professional Tax Preparation. Transparent Pricing. Personalized Service.
Tax preparation shouldn't be complicated or expensive. I offer straightforward, competitive pricing with personalized attention to help you file accurately, confidently, and on time.
Whether you have a simple tax return, investments, or self-employment income, you'll know what to expect before we get started.
Basic Individual Tax Return (Form 1040)
$300
Itemized Deductions (Schedule A)
+$100
Self-Employment/Small Business Income (Schedule C)
+$100
Investment & Capital Gains Reporting (Schedule D)
+$50
Additional State Tax Return
+$50 per state
Tax & Retirement Planning Session (up to 60 Minutes)
+$100
Rental Property Income (Schedule E)
Custom Quote
Farm Income (Schedule F)
Custom Quote
Other Specialized Tax Schedules
Custom Quote
Your $300 base price includes:
Preparation and electronic filing of your federal Form 1040
Preparation and electronic filing of one state income tax return
Standard deduction
Personalized attention throughout the tax preparation process
Need to file in multiple states? No problem! Your first state return is included, and each additional state return is just $50.
Additional charges apply only when your tax situation requires the services listed above. Returns involving specialized schedules or unusual complexity will be quoted individually.
Your tax return tells the story of last year. Let's use it to help plan for your future.
For an additional $100, you can schedule a personalized, one-hour Tax & Retirement Planning Session after your tax return has been completed.
During this session, we'll review your financial and tax situation, discuss your goals, and explore opportunities to make informed decisions for the years ahead.
Depending on your needs, topics may include:
Tax Planning Strategies: Identify opportunities to potentially reduce your future tax burden.
Retirement Savings: Discuss traditional and Roth IRA contributions, employer-sponsored retirement plans, and tax-efficient savings strategies.
Roth Conversions: Explore whether converting traditional retirement savings to a Roth account may make sense for your situation.
Retirement Income Planning: Discuss the tax implications of retirement withdrawals, Social Security benefits, and other retirement income sources.
Future Tax Considerations: Plan for changes in income, retirement, self-employment, or other major financial milestones.
One Hour. Personalized Guidance. Just $100.
This optional session is designed to help you get more value from your tax preparation experience and take a proactive approach to your financial future.
Planning sessions are available after completion of your tax return. Topics and recommendations will depend on your individual circumstances. Investment advisory services, if applicable, are separate from tax preparation services.
Great service is worth sharing — and I'd love to thank you for spreading the word!
For every new client you refer who completes their tax return with me, you'll receive a $50 credit toward your next year's tax preparation fee.
1 Referral: Save $50
2 Referrals: Save $100
3 or More Referrals: Save $150
You can earn up to $150 in referral credits per tax year!
There's no limit to how many friends, family members, or coworkers you can recommend, but referral credits are capped at $150 annually.
Referral credits are earned when a new referred client completes and pays for their tax preparation services. Credits apply to the following tax season, are nontransferable, have no cash value, and cannot exceed the tax preparation fee.
Whether you're filing a straightforward return or navigating a more complicated tax situation, I'm here to help make the process as smooth as possible.
From preparing your return to planning for your financial future, my goal is to provide professional, personalized service at a fair and transparent price.
Straightforward Pricing. Professional Service. Planning for Tomorrow.
Final pricing will be confirmed after reviewing your tax situation. Additional services, including local tax returns, amended returns, and specialized tax schedules, may involve additional fees. All applicable fees will be disclosed before preparation begins.