Our maximum fee for individual tax preparation is $600*, no matter how complex your return is within our scope of service. Simple returns are priced well below that. *Maximum fee applies to returns requested during the standard tax season (January 1 - April 15). Fees may exceed the stated maximum for filings requested after the April 15 deadline.

Yes, if you file after April 15 without an extension, a 25% rush surcharge applies through October 15. If you've already filed an extension, that surcharge does not apply and you pay the base rate. Booking between October 16 and December 31 for the upcoming season instead gets you a 10% early-bird discount.

We prepare individual returns: W-2 income, 1099 income, investment income reporting, itemized deductions, and tax credit optimization. We do not prepare business, corporate, partnership, or LLC returns, we refer those to experienced CPAs in our trusted network.

No. For business tax returns, including corporate, partnership, and LLC filings, we refer clients to experienced CPA's in our trusted professional network. We specialize in individual returns.

Yes. All of our tax preparers hold valid Preparer Tax Identification Numbers (PTIN's) issued by the IRS and comply fully with IRS Circular 230 requirements. We are not CPAs, enrolled agents, or registered investment advisers.

Simple Return is $150 (typically single W-2 income). Standard Return is $300 (multiple income sources, moderate complexity). Complex Return is $600, our maximum fee* regardless of how complex your situation is within our scope. All three prices are base rates before any seasonal adjustment.

Yes. We offer a free consultation to discuss your tax situation and determine which tier fits you. Schedule through our website using the Schedule button, or start your return directly on our Get Started page.