Price List
Simple Saver
Starting at $130*
For taxpayers with simple returns.
- Who it’s for: Single filer or married filing jointly with W-2 income only, standard deduction, max 2 W-2s.
- Includes: Preparation & e-file of federal Form 1040 + one state return, one round of client review, electronic delivery of return.
- Typical turnaround: 4–7 business days after receipt of documents.
Value Plus
Starting at $175*
For taxpayers with moderate complexity.
- Who it’s for: Itemizers, homeowners, taxpayers with dependents/credits, multiple 1099s, educator expenses, modest investments.
- Includes: Form 1040 with Schedule A (itemized deductions) or additional credits, state return(s), one Schedule (e.g., D) if present, up to 2 rounds of review/edits, electronic delivery.
- Good for: homeowners, families claiming CTC/childcare credits, HSA/IRA reporting.
Small Business Pro
Starting at $250*
For self-employed / small business owners and complex personal returns.
- Who it’s for: Sole proprietors / gig workers (Schedule C), rental owners (Schedule E), investors with capital gains (Schedule D), or multi-1099 taxpayers.
- Includes: Form 1040 + Schedule C (or Sched E/Sched D as needed), business expense review, self-employment tax calculations, one state return, bookkeeping clean-up up to 1 hour (if needed), and free basic e-file.
*Actual prices will depend on complexity of the return. Maximum 2 State filings are included in the price. Actual price will be communicated to and agreed upon by the client prior to electronic filing of the tax return.