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  • Individual Tax Prep Quote

    This form helps us understand your tax situation so we can recommend the appropriate level of service.

  • Our Approach

    We believe financial peace comes from clarity, proactive planning, and informed decision-making - not guesswork. Our work is designed to help you reduce unnecessary tax exposure and move forward with confidence.
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    Personal
    Business Related
    Investment Related
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                                  Filing Status - CHOOSE A STATUS & NUMBER OF YEARSChoose your filing status and how many years of tax returns. Select 2 from the drop-down for married filing separately.
                                  $300.00
                                  Quantity Price
                                  Single $300.00
                                  Head of Household $375.00
                                  Married Filing Jointly $400.00
                                  Married Filing Separately $325.00
                                  Widower $400.00
                                    
                                  Personal
                                  Multiple StatesOur Filing Status price includes 1 State return. If you have multiple states, it will cost $40-$75 extra. Enter only the additional States here, select 1 option from the list.
                                  $60.00
                                  Quantity Price
                                  Work in 1 State, Live in Another $60.00
                                  Remote Working/Moved to Another State $100.00
                                    
                                  Schedule A (Itemizing)You may be able to reduce your tax by itemizing deductions. Itemized deductions include amounts you paid for state income taxes, medical expenses, real estate taxes, charitable contributions, and mortgage interest. Only 1 Schedule A per tax year
                                  $50.00
                                    
                                  1095-ADid you have Obamacare or received insurance from the marketplace? How may 1095-As do you have?
                                  $50.00
                                    
                                  Business Related
                                  Schedule C (Businesses or Contractor 1099-NEC)Do you have a business or businesses? If yes, how many? - Independent Contractors- Sole Proprietors- Single Member LLC.... FYI: If your records are not organized, it may cost more.
                                  $350.00
                                    
                                  Schedule E (Rental Properties)Do you have any properties that you rent to other people? If yes, how many?
                                  $100.00
                                    
                                  Schedule H (Household Employee)If you need to file taxes for a household employee, select this schedule.
                                  $50.00
                                    
                                  Investment Related
                                  Schedule B (Dividends & Interest)If you have dividends and interest to report, you will need to complete a Schedule B. Only 1 Schedule B per tax year
                                  $50.00
                                    
                                  Schedule D (1099-B forms)Capital Gains Transaction Tax Documents. Choose how many 1099-Bs you have.
                                  $30.00
                                    
                                  Schedule D (Home Sale)Capital Gains Transaction Tax Documents. Have you sold your primary home?
                                  $75.00
                                    
                                  Schedule K-1Did you receive a K-1 from a Partnership, S-Corp, or Trust? If yes, how many?
                                  $35.00
                                    
                                  1099-R DistributionIf you had pension, 401k, IRA or other retirement distribution. How many 1099-Rs do you have?
                                  $20.00
                                    
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                                  Total
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                                • Our individual tax services are designed for clients who value accuracy, strategy, and proactive planning. Minimum individual engagements typically begin at $300, depending on complexity.

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