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.