$350 - $550

Best for:

• 1-2 years of issues

• Up to $25,000 in total tax owed

• No active levy or wage garnishment

Includes:

• IRS account & wage/income transcripts

• Compliance check (what’s filed, what’s missing)

• Written summary of findings and recommended resolution path

$650 - $900

Best for:

• 3-5 years of issues or multiple notices

• Balances between $25,000 - $100,000

• Possible lien/levy risk, prior payment plans, or penalties

Includes:

• IRS account & wage/income transcripts

• Compliance check

• Written summary of findings

• Deeper review of prior returns for potential amendments

• Cash-flow / ability-to-pay analysis

• Comparison of likely options (installment agreement vs. CNC vs. Offer in Compromise, etc.)

$1,000 - $1,500+

Best for:

• 6+ years unfiled or mixed IRS & state issues

• Balances over $100,000

• Business/entity issues, audits, or multiple revenue officers

Includes:

• IRS account & wage/income transcripts

• Compliance check (what’s filed, what’s missing).

• Written summary of findings

• Cash-flow/ability-to-pay analysis

• Comparison of likely options (Installment agreement vs.CNC vs. Offer in Compromise, etc.)

• Multi-year, multi-entity analysis

• Coordinated plan for filing missing returns and staged resolutions

Price range: $450 - $900

Price Range: $1,200 - $2,000

Price range: $750 - $1,500

Price range: $3,000 - $5,000+

Price range: $300 - $700+ per return

Price range: $750 - $1,200+ per return

Price range: $300 - $400 per year

For individuals with straightforward tax situations, such as:

• W-2 income

• Basic credits (Child Tax Credit, education credits, etc.)

• One state

• No self-employment, rental properties, K-1s, or crypto

This covers one federal and one state individual income tax return.

Price range: $450 - $700+ per year.

For more involved returns, such as:

• Self-employment or independent contracting (Schedule C)

• Rental properties (Schedule E)

• K-1s from partnerships or S corps

• Multiple states or other complex items

Final pricing depends on the number of forms, states, and the condition of your records.

Price range: $750 - $1,200+

For business entities and more complex situations, such as:

• Partnerships (Form 1065)

• S Corporations (Form 1120-S)

Entity returns are quoted based on transaction volume, number of accounts, and bookkeeping condition.

Tax preparation fees are due in full before I e-file or release your finalized return. For ongoing clients enrolled in a Compliance & Filing plan, annual tax preparation fees can be built into a simple monthly autopay schedule instead of one lump sum.

Starting at $45/month

For individuals with straightforward returns who want annual filing and ongoing support instead of a single lump sum at tax time.

Includes:

• Annual individual tax return (Simple - 1040 Essentials)

• Annual IRS transcript check

• Notice and letter triage with clear guidance on next steps

• Year-round access for brief compliance questions by email or through the client portal

Billed as a 12-month plan with secure monthly autopay. Qualifying public-service clients receive a 10% discount on plan fees. New balances, levies, or audits are quoted separately under Resolution.

Starting at $65/month

For individuals with self-employment, rentals, or other complex returns who want both annual filing and ongoing support.

Includes:

• Annual individual tax return (Complex - 1040 Plus)

• Annual IRS transcript check

• Notice and letter triage

• Year-round access for brief compliance questions by email or through the client portal

Billed as a 12-month plan with secure monthly autopay. Qualifying public-service clients receive a 10% discount on plan fees. Very complex or additional returns may be billed separately and will always be quoted in advance.

Custom monthly pricing

For partnerships and S corporations who need ongoing tax compliance and annual filing.

May include:

• Annual business return (Form 1065 or 1120-S)

• Owner’s individual tax return

• Annual IRS transcript check

• Notice and letter triage

• Year-round access for brief compliance questions and planning check-ins

Pricing is quoted individually based on the complexity of the business, number of owners, and bookkeeping condition, and is billed as a 12-month plan with secure monthly autopay. Bookkeeping services, if needed, can be bundled with this plan. Qualifying public-service clients receive a 10% discount on plan fees.

Custom monthly pricing

For clients and businesses who want help keeping their books organized during the year.

Bookkeeping services may include:

• Monthly categorization and reconciliation of business bank and credit card transactions

• Financial reports (profit & loss and balance summary)

• Year-end books prepared for tax filing

Bookkeeping is offered on a custom monthly pricing basis, depending on transaction volume, number of accounts, and the condition of your records. It can be combined with any Compliance & Filing plan.