Tax Prep Fee Estimate 2025

1
Are you a business owner?
YESNO
2
What's your name?
First Name
Last Name
3
Select the option that includes the state you live in and state you work in.Select all that apply.
Alaska, Colorado, Florida, Nevada, South Dakota, Texas, Wyoming, Tennessee, Washington, New Hampshire
Georgia, Alabama, Mississippi, North Carolina, South Carolina, Louisiana, Kentucky, Virginia
California, Connecticut, Delaware, Hawaii, Iowa, Maryland, Minnesota, New Jersey, New York, Oregon, Ohio, Pennsylvania, Rhode Island, Vermont, Wisconsin
Arizona, Arkansas, Idaho, Illinois, Indiana, Kansas, Maine, Massachusetts, Michigan, Missouri, Montana, Nebraska, New Mexico, North Dakota, Oklahoma, Utah, West Virginia
4
Household Income Range
0 - $100,000
$100,000 - $400,000
$400,000 - $1,000,000
> $1,000,000
5
Sources of IncomeSlide the blue circle to select the number of sources of income from each category below. SCROLL FOR FULL LIST.
W-2's - How many W-2's will you (and spouse) receive this year?
Investment Income - Interest, Dividends, Stocks, Crypto - How many banks will you receive tax forms from?
Retirement or Alimony Income - How many accounts do you receive income from?
Foreign Income - How many sources of Foreign (Non-US) Income do you have?
Other Income - Additional Income sources that require extra tax preparation time.
0
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Row 0, Column 0Row 0, Column 1Row 0, Column 2Row 0, Column 3Row 0, Column 4Row 0, Column 5
0
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Row 1, Column 0Row 1, Column 1Row 1, Column 2Row 1, Column 3Row 1, Column 4Row 1, Column 5
0
1
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4
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Row 2, Column 0Row 2, Column 1Row 2, Column 2Row 2, Column 3Row 2, Column 4Row 2, Column 5
0
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Row 3, Column 0Row 3, Column 1Row 3, Column 2Row 3, Column 3Row 3, Column 4Row 3, Column 5
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Row 4, Column 0Row 4, Column 1Row 4, Column 2Row 4, Column 3Row 4, Column 4Row 4, Column 5
W-2's - How many W-2's will you (and spouse) receive this year?
Investment Income - Interest, Dividends, Stocks, Crypto - How many banks will you receive tax forms from?
Retirement or Alimony Income - How many accounts do you receive income from?
Foreign Income - How many sources of Foreign (Non-US) Income do you have?
Other Income - Additional Income sources that require extra tax preparation time.
0
1
2
3
4
5
Row 0, Column 0Row 0, Column 1Row 0, Column 2Row 0, Column 3Row 0, Column 4Row 0, Column 5
0
1
2
3
4
5
Row 1, Column 0Row 1, Column 1Row 1, Column 2Row 1, Column 3Row 1, Column 4Row 1, Column 5
0
1
2
3
4
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Row 2, Column 0Row 2, Column 1Row 2, Column 2Row 2, Column 3Row 2, Column 4Row 2, Column 5
0
1
2
3
4
5
Row 3, Column 0Row 3, Column 1Row 3, Column 2Row 3, Column 3Row 3, Column 4Row 3, Column 5
0
1
2
3
4
5
Row 4, Column 0Row 4, Column 1Row 4, Column 2Row 4, Column 3Row 4, Column 4Row 4, Column 5
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Sources Calculation
7
Do you personally own rental property?
YESNO
8
Is your business an S-Corporation, Partnership, or Corporation?Select NO if your business activity is filed on Schedule C of your personal tax return
YESNO
9
Do you itemize deductions on your personal return?This means you have qualifying medical expenses, property taxes, mortgage interest, and/or charitable donations.
YESNO
10
Calculated Result - Individual
11
Based on your responses, we estimate your Individual Tax Preparation service will cost
$ Individual . For clients without an engagement service agreement, we charge $250 for advisory and $500 for tax planning.
12
Based on your responses, we would like to build a more customized quote for your individual tax preparation. Someone from our firm will contact you upon submission of this form.
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State Calculation
14
Due to software state filing fee requirements, we charge a minimum of $150 per state tax return. We pay the filing fee on your behalf. Based on your responses, we estimate your State Income Tax Return Preparation service will cost $ State Individual .
15
If you own more than one business, answer the following questions based on your largest business entity or the entity's combined activity.
OK
16
Is your Gross Revenue greater than $5,000,000?
YESNO
17
Gross Revenue
0 - $10,000
$10,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $2,000,000
$2,000,000 - $5,000,000
18
Does your business own Real Estate or Land?
YESNO
19
Value of assets excluding real estate and inventoryi.e. Automobiles, Heavy Machinery, Computer Equipment, Lab Equipment, Office Furnishings, Intellectual Property
$0
$1,000 - $25,000
$25,000 - $100,000
$100,000 - $500,000
> $500,000
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Value of Assets
21
Value of Revenue
22
Based on your business revenue and assets, we estimate your Corporate Tax Preparation service will cost $ corporate , however, clients with an engagement services agreement receive a 10% discount across all services with our firm.
23
Unfortunately you have not provided enough information for us to work together. Please set a phone call appointment with a valued staff member.

Please continue to set up a phone call with our team.
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Based on your responses, we would like to build a more customized quote for you. Someone from our firm will contact you upon submission of this form. We look forward to working together!
25
EmailFor a copy of the results, provide your email below
example@example.com
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