Tax Services Built Around Your Situation

Professional tax preparation, planning, and IRS support for individuals and small businesses. Get clear guidance, transparent starting prices, and a streamlined online experience from an Enrolled Agent.

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Services & Starting Prices

Every tax situation is different. Explore our core services and starting prices below. Final pricing is based on complexity, filing requirements, tax years, jurisdictions, and the scope of work. You’ll know and approve your pricing before work begins.

  • Professional federal and state tax preparation for individuals, families, professionals, retirees, investors, and taxpayers with more complex filing situations.

    Standard Individual Tax Return — Form 1040

    Starting at $350

    Common situations include:

    • W-2 wages

    • Retirement and pension income

    • Forms 1099-R

    • Social Security income

    • Interest and dividends

    • Dependents

    • Common deductions and credits

    State return: starting at $75 additional

    Investments & Equity Compensation Return

    Starting at $500

    For returns involving:

    • Brokerage accounts

    • Capital gains and losses

    • RSUs / restricted stock units

    • Equity compensation

    • Additional investment reporting

    Amended Individual Return — Form 1040-X

    Starting at $500

    Review and correction of previously filed federal and applicable state tax returns.

    Nonresident U.S. Tax Return — Form 1040-NR

    Starting at $650

    Nonresident, treaty, dual-status, multistate, and additional international matters are reviewed individually before engagement.

  • Tax preparation for qualifying owner-operated businesses with reasonably organized and complete financial records.

    S Corporation — Form 1120-S

    Starting at $1,000

    May include:

    • Federal Form 1120-S

    • Shareholder Schedule K-1s

    • Basic balance-sheet review

    • Shareholder tax coordination

    • Officer compensation considerations

    Partnership — Form 1065

    Starting at $1,000

    May include:

    • Federal Form 1065

    • Partner Schedule K-1s

    • Capital-account review

    • Allocation considerations

    C Corporation — Form 1120

    Starting at $1,000

    For qualifying small and owner-operated corporations.

    Business + Owner Tax Package

    Custom Quote

    Coordinated preparation of your business tax return and personal individual income tax return.

    Important note:

    Business-return pricing assumes reasonably organized records. Bookkeeping cleanup, unreconciled accounts, missing financial statements, multistate filings, complex ownership, or unusual transactions may require additional fees.

  • Taxes should not only be considered when it’s time to file. Planning can help you understand your expected tax position and make more informed decisions throughout the year.

    Tax Projection & Estimated Tax Review

    Starting at $300

    Review of projected income, withholding, estimated payments, and other relevant tax factors.

    Complex business-owner projections:

    Starting at $500

    Paycheck & Withholding Checkup

    Starting at $175

    Review current paystubs and federal/state withholding to evaluate whether you appear reasonably on track for the year.

    Retirement & RMD Tax Planning

    Starting at $250

    Tax-focused planning involving:

    • Required Minimum Distributions

    • IRA distributions

    • Pension income

    • Retirement withdrawals

    • Tax withholding

    • Estimated payments

    RSU Tax Planning

    Starting at $300

    Tax-focused analysis of:

    • Restricted stock units

    • Payroll reporting

    • Withholding

    • Estimated taxes

    • Capital-gain considerations

    529 Education Tax Planning

    Starting at $225

    Tax guidance related to contributions, distributions, qualified education expenses, and related education-tax considerations.

  • Received a tax notice, dealing with an unresolved issue, or need specialized tax reporting? We’ll review your situation and help determine the appropriate next step.

    IRS or State Notice Review

    Starting at $250

    Review of:

    • Tax notice

    • Relevant tax return

    • Available supporting information

    • Recommended next steps

    IRS Account Review & Representation

    Starting at $500

    May include:

    • IRS transcript analysis

    • Tax-account research

    • Practitioner communication

    • IRS correspondence

    • Form 2848 Power of Attorney when appropriate

    Penalty Abatement & Refund Claims

    Starting at $500

    May include:

    • Penalty analysis

    • Reasonable-cause review

    • Supporting documentation

    • Form 843 where applicable

    • IRS follow-up

    FBAR / FinCEN Form 114

    Starting at $250

    Includes up to five reportable foreign accounts.

    Form 3520

    Starting at $500

    Form 3520-A

    Starting at $500

    Selected international matters are accepted only after individual review.

    IRS Address Change Assistance

    Starting at $150

Starting prices shown are for typical engagements and are not binding quotes. Final fees depend on complexity, number of forms and jurisdictions, tax years involved, condition of records, filing deadlines, and scope of work. Additional states, specialized reporting, bookkeeping cleanup, expedited work, representation, and other services may result in additional fees. Final scope and pricing will be confirmed before work begins.

Our Process

Tell Us What You Need

Complete our short online questionnaire so we can understand your tax situation, services needed, and any important deadlines.

Confirm Scope & Pricing

We review your information and confirm the appropriate services, requested documents, and pricing before work begins.

Upload Documents Securely

Once your engagement is accepted, you’ll receive instructions to securely submit the documents needed to complete your work.

Review, Approve & File

We prepare and review your return, explain the results and next steps, obtain required approvals or signatures, and complete filing when applicable.

Ready to Get Started?

Tell us a little about your tax situation. We’ll review your request and determine the appropriate services, pricing, and next steps.