Flat fee. No surprises.

You upload your tax documents. I’ll take it from there.

No one likes surprises when it comes the cost of services. We quote you a fixed fee before any work is performed.

Service tiers are provided to give you a glimpse of what you’ll pay. If you have specific questions on return pricing or would like the fee agreed upon before starting, contact me!

Base Rate - $300

Ideal for:

  • Single source of income (i.e. W-2 income and 1099 interest)

  • Student loans (form 1098-E)

Not for:

  • Stock sales, business or rental income, itemized deductions

Includes: Federal & state tax returns filed for you electronically

 

Fairly Simple - $450

Ideal For:

  • Newly married, first time home buyer, received unemployment, or contributing to 401k or HSA

  • Had a child during year, or received child tax credit

  • One or less brokerage account (Sch D)

Not For:

  • Sch C business, multiple brokerage accounts, charitable contributions greater than $300

Includes: Federal & State tax returns filed for you electronically

 

Tricky - $600+

Ideal For:

  • Side gigs/ small businesses /schedule C

  • Made or lost money in crypto

  • Multiple sources of income &/or Brokerage accounts

Includes: Federal & state tax returns filed for you electronically

 

Fine Print:

  • Payment will be required prior to release of return on IRS e-File