Tax preparation pricing built around your needs
Your tax situation is personal. We review the work you need and provide a clear written quote before preparing your return.
* We will contact you to arrange a call about your situation, service scope, and pricing. Specific tax advice and ongoing planning are provided under an engagement.
Personalized tax service pricing
A clear quote before we begin.
Our fees reflect the complexity of your tax situation and the scope of services you need. We take the time to understand your income, records, and goals so your quote reflects the work involved.
You receive the details in writing before we start. That means knowing what you are paying for, with transparent pricing and no hidden fees or surprises.
Request a free initial consultation-
Tell us about your tax needs
Start with a free initial consultation. We ask about your income, prior returns, and the questions or services you need help with.
-
Review your written quote
We assess the complexity and scope of the work, then provide a detailed quote in your engagement letter before we begin.
-
Review your return before filing
We generally review your draft together. If you prefer independent review or cannot meet, we provide a draft and answer questions. We file after your approval and e-signature on the required authorization.
What goes into your quote
The details that shape your fee.
Two tax returns can look similar and require very different work. These are some of the details we review when pricing your tax preparation and advisory services.
Employment & Business Income
W-2 wages, freelance work, self-employment, and business returns involve different forms and levels of preparation.
Investments & Trading Activity
Investment sales, employee stock, cost-basis records, and the number of transactions affect the review your return needs.
Rental Properties & Other Income
Rental income, depreciation, retirement distributions, and other income sources can add schedules and reporting requirements.
Deductions & Tax Credits
We consider whether you itemize or use the standard deduction, along with education expenses, dependents, and credit eligibility.
State Filing Requirements
Living, working, or owning property in more than one state can mean additional returns and income-allocation work.
The Scope of Your Engagement
Current-year preparation, prior-year filings, tax planning, and IRS matters each call for a different scope of work.
Personal attention, included
More than a prepared tax return.
Your tax preparation engagement includes a personal review before filing and access to your advisor and documents throughout the year.
Meet your tax needs with licensed advice-
A personal return review
Review your prepared return with your tax preparer before signing and filing, with time to discuss questions. Independent draft review is available when preferred or when you cannot meet.
-
Ongoing advice under engagement terms
Planning and advice are scoped in your engagement. Quarterly planning meetings are available for a separate fee and are not included with tax return preparation.
-
Access to your tax documents
Keep access to your documents throughout the year so your information is available when you need it.
Get in Touch
Have any questions?
Let's talk.
Request a free initial consultation to discuss your situation, service scope, and pricing. We will contact you to arrange a call. Specific tax advice and ongoing planning are provided under the terms of an engagement.
Office visits are by appointment. We accept tax-document drop-offs after a signed engagement agreement and by prior arrangement. Please request an appointment before visiting.
Send Us a Quick Message
We usually respond within one to two business days.
Fields marked * are required. We ask for your phone number to follow up and arrange a call.