Pricing
Value is what you get. Not what you pay.
We offer bundled price discounts for clients who require multiple services. Contact us today for a free introductory call and a personalized quote.
| Service | Price |
|---|---|
| Individual Tax Return | Starting at $950 |
| Trust or Gift Tax Return | Starting at $1,500 |
| Business Tax Returns (Partnerships, C-Corps & S-Corps) | Starting at $2,500 |
| Exempt Organization Tax Returns | Starting at $2,500 |
| Estate Tax Return | Starting at $5,000 |
| Extension – Individual / Trust |
$95 – Standard Extension $200 – Last-Minute Extension (notified after April 1) |
| Extension – Business |
$125 – Standard Extension $225 – Last-Minute Extension (notified after March 1) |
| Additional State Return (Non-CA) |
$125 – Individual $150 – Business or Trust |
| 1099 Preparation |
$275 (includes up to 3 forms + Form 1096) + $25 per additional 1099 (client provides all vendor information) T/R hourly rate applies for additional work (e.g., requesting vendor info) |
| New Client Set-Up | $350 per tax return input |
| Paper Source Document Handling | $25 (for portal clients requesting physical document organization and return by mail) |
| Paper Vouchers & Labeled Envelope Package | $25 |
| Paper Tax Return Assembly | $25 |
| Tax Appointments, Tax Planning & Client Consultations | $125–$450 per hour |
| Notary Services | Clients: Free |
| Special Projects / Miscellaneous | $125–$450 per hour |