Premium Tax Preparation Pricing Menu
Professional. Accurate. Defensible.
For clients who want it done right — the first time.
- 🟢 ESSENTIAL FILING
- Starting at $350 – $450
- Best for:
- Individuals with straightforward tax situations who want accuracy and fast processing.
- Includes:
- • W-2 income
- • Dependents & common credits
- • Direct deposit setup
- • IRS & state e-file
- • Basic return review
- ⚠️ Limited availability each season
- 🔵 PROFESSIONAL INCOME SOLUTIONS
- $750 – $1,000
- Best for:
- Self-employed individuals and households with multiple income sources.
- Includes:
- • Schedule C (1099 / gig / side business)
- • Multiple income streams
- • Credit optimization review
- • Prior-year comparison
- • Filing accuracy review
- • Support if IRS questions arise
- ✔ Most popular option
- ✔ Ideal for business-minded clients
- 🔴 ADVANCED TAX & STRATEGY
- $1,250 – $2,000+
- Best for:
- Business owners, contractors, investors, and high-complexity returns.
- Includes:
- • LLC / S-Corp owners
- • Multi-state filing
- • Real estate or investment income
- • Crypto reporting
- • Income structuring review
- • Risk mitigation & compliance focus
- • Priority turnaround
- ✔ Concierge-level service
- ✔ Limited client slots
- 🧾 ADDITIONAL SERVICES (As Needed)
- • Prior-Year Amendment Review: $200 – $400
- • Amended Return Preparation: $300 – $600
- • Audit Protection & Support: $100 – $200
- • Bookkeeping Setup (QuickBooks/Wave): $300 – $600
- • Tax Strategy Consultation (Business): $500 – $1,000
- • IRS Letter Review: $150 – $300