Pricing

Two starting points, quoted in writing before we start, and no surprise fees for "extra forms." If your return is simple, it stays at the starting price.

Individual Plan


For W-2 filers, with or without dependents, a home, or a second state.

  • Federal + one state, e-filed
  • Every credit you qualify for
  • Itemized or standard — whichever wins
  • Interest, dividends, retirement, unemployment
  • Marketplace insurance (1095-A)
  • Direct deposit and a review call
Starting from
$375

Self-Employed Plan


Everything in Individual, plus Schedule C for 1099, gig, and business income.

  • One business or gig activity
  • Expense ledger built from your statements
  • Mileage log — kept or reconstructed
  • Home office, phone, per diem, equipment
  • SE health insurance, retirement, QBI
  • Next year's quarterly estimate vouchers
Starting from
$475

Premium Plan


For complex years: multiple businesses, rental property, many states, heavy investment activity, or books that need rebuilding.

  • Everything in Self-Employed
  • Multiple Schedule Cs and Schedule E rentals
  • Multi-state returns
  • Stock and crypto activity (Schedule D)
  • Prior-year catch-up and amendments
  • Tax planning for next year
Quoted after a short consult
Book a consult

What adds to the starting price

Each of these is quoted as a flat add-on before we start, never discovered on the invoice.

What's never extra

How payment works

Half at engagement, half when you approve the return for filing. Card, Zelle, or bank transfer. Your return is e-filed the same day final payment clears.

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It takes an email address to start. Add documents as you find them.

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