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Securely access your client financial portals in just a click: Client Portal Tax Portal Investment Portal
Contact Us
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Do I need a consultation to begin working with you?Yes, a consultation is required to begin any service with us, except when requesting a CPA Verification Letter.
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Does the consultation fee go toward the service?Yes, all consultation fees will be applied toward the service you request—except for the "Consultation with CPA," which is a standalone service.
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Where is my consultation done?All consultations are conducted either over the phone or via Zoom. We will call you at the scheduled time or send you a Zoom link via email. If you prefer an in-person consultation, an additional fee will apply. This fee will not be credited toward the service requested.
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How much do you charge to file my tax return?Our tax preparation pricing is based on the forms required to file for your tax situation, so the total cost will vary. The base fee is $350 for a federal and state tax return, with a discounted rate of $250 for college students. The $100 consultation fee serves as the deposit to begin working on your return, with the remaining balance due at the time of filing. See below for a detailed breakdown of our fees by form: Federal & State Tax Return: $350 College Student: $250 Schedule C (Profit & Loss from Business): $200 Schedule D (Sold Stock): $125 Schedule E (Renting Out a Property): $175 Schedule A (Itemized Deductions): $180 Schedule EIC (Earned Income Credit): $75 Form 8829 (Home Office Deduction): $75 Form 8606 (IRA Deductions): $50 Form 8812 (Child Tax Credit): $50 Form 2441 (Child and Dependent Care Expenses): $75 Form 1095-A & 8962 (Tax Credit for Marketplace Insurance): $175 Form 2555 (Foreign Income Exclusion): $200 Form 4952 (Investment Intreest Expense Deduction): $50 Form 5329 (Additional Taxes on Qualified Plans): $200 Form 5695 (Resdiential Energy Credit): $100 Form 8283 (Noncash Charitable Contributions): $75 Form 8889 (Health Savings Account): $50 What are the prices for additional services or forms? Depreciation Worksheets: $50–$75 Due Diligence: $80 Extension: $75 Additional State Returns: $75 per state Additional W-2s or 1099s: $10 per form What is the price for filing S Corps, C Corps, or Non-Profit Returns? S Corps/C Corps/990s/1165s: Starting at $1,295+
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Is the consultation fee refundable?No, all consultation fees are nonrefundable. However, you may reschedule your consultation free of charge if you provide at least 24 hours' notice.
Have Final Questions?
For detailed, personalized guidance, scheduling a consultation is the best way to get the answers you need and begin working with us right away. If you have a final question that hasn’t been answered on our site or in the FAQ, feel free to reach out below.
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