Our Pricing
Fair pricing, outstanding results.
Setup fees are in addition to the fees incurred on individual returns. Per return prices are outlined separately.
Discounts available for First Affirmative and Seeds Advisors.
Our Current Capacity
We onboard new clients twice per year to ensure that we do not overcommit or compromise on quality.
Capacity Commitments (updated 03/15/24)
Tax Preparation Pricing
Individual Returns
1040: Individuals
1040 NR: Non-residents
1040 SR: Seniors
1040 X: Amendments
$400 per return per tax year
Complexity will be assessed before work is done to avoid surprise charges.
Trust Tax Returns
1041: Estates & Trusts
5227: Split Interest Trusts
$750 per return per tax year
Complexity will be assessed before work is done to avoid surprise charges.
Business Tax Returns
1065: Partnerships
1120: Corporations
1120 S: S Corporations
990: Organizations Exempt from Income Tax
$1000 per return per tax year
Complexity will be assessed before work is done to avoid surprise charges.
Tax Planning Pricing
Individuals without business Activities
Tax Planning for Individuals
$250 per year
Discounts available for combined services.
Individuals with Business Activities
Tax Planning for Businesses
$2000 per year
Discounts available for combined services.
Tax Planning and Preparation Package
Comprehensive Tax for Businesses
Personalized Flat Fee
Flexible payment options
For those who prefer a standardized payment option to match current cashflow.
Our Testimonials
Tax success stories, revealed.
"They are very knowledgeable and are able to help you think through a variety of situations to come out with an outcome that makes the most sense for your given situation. Definitely someone I would trust and go to for tax consultation and support!"
"I honestly could not have have gone to a better place! They really know their stuff and if you have any questions or doubts about anything, they are on it! This is the second year I have utilized their services and I will definitely be back to do it again."