2025 Fee Schedule (Returns Filed in 2026)

Our fees are based on the time, complexity, and responsibility involved in preparing your return. Digital delivery is included at no charge.

Individual Returns

Form 1040 (Basic)
Wages, Social Security, or simple income
$165

Form 1040+
Includes itemized deductions, interest/dividends, and capital gains (Schedules A, B, and D)
$250

State Returns (Individuals)
• One state return included
• $50 per additional state

Business & Investment Returns (Starting At)

Schedule C – Sole Proprietor
Includes one business
$250
+$100 per additional business

Schedule E – Rental Income or K-1s
Includes first rental property or K-1
$200
+$75 per additional property or K-1

Partnership Return (Form 1065)
$850

S Corporation Return (Form 1120-S)
$850

C Corporation Return (Form 1120)
$850

Non-Profit Return (Form 990)
$750

State Returns (Entities)
• One state return included
• $150 per additional state

Other Services

1099 Preparation
$10 per form + $50 setup fee

W-2 Preparation
$15 per form + $50 setup fee

Amended Returns
$250 minimum (may increase with complexity)

Consultation & Tax Planning
$150 per hour

Rush Processing (48 hours)
+25% of preparation fee

Physical Copy & Mailing (Optional)
Printed return, folder, and USPS mailing
$20 per return

Minimum Engagement Fee
$165

Extension Filing

Returning Clients
Included at no charge

New Clients
$75 (credited toward final invoice if return is completed)

Extensions extend the time to file, not the time to pay.