For the 2023 tax filing season, the minimum cost of tax return preparation for Form 1040 starts at $125 and up depending on complexity and forms required for filing.

We are a fully remote tax preparation firm, which means we are no longer offering in‐person meetings in the office.  For new clients, there will be no charge for a brief telephone consultation to go over our process and pricing.  For new and existing clients, we offer consultations for a pre‐determined flat fee where we can answer specific tax or accounting questions or suggest tax planning and tax savings strategies. Preparation fees for Forms 1065, 1120 & 1120‐S start at $475 and up depending on our total time spent, company gross revenues and overall complexity of the return.  A Schedule L (Balance Sheet) is now included with every Form 1065, 1120 & 1120‐S.  Our base business tax return fee also includes shareholder/partner basis calculations when applicable.    The “charge by form” method of billing tax return preparation fees is a transparent but imperfect way for us to apply the costs for the total time to get returns completed. We typically take into consideration the time that it takes to prepare each tax form and sometimes the “charge by form” method may overstate or understate the price based on actual time spent, so we will apply a discount or add fees to the final invoice to adjust the total cost when appropriate.  Our goal is to bill our clients in a fair and transparent way, so we can do our best to eliminate surprises once the return is completed and ready to file The cost to prepare your tax return all comes down to the overall amount of time we spend working on your return.  Ideally, we prefer to receive all tax documents before starting work on the tax return to minimize the possibility of omitting a document and to eliminate our time spent getting in and out of the return during preparation.  Clients that provide tax information in a disorganized fashion or time we spend communicating to a client asking for missing information will likely be subject to additional fees added to the final invoice. It is important to understand that every tax return is different. The forms necessary to complete your tax return may vary from year to year as your situation changes. For that reason, final pricing is always subject to a client’s current situation and the complexity of their return.   Below is a breakdown to show some of the more common returns and how our pricing works