Flat rates. Zero surprises.
Every engagement is quoted before we file a single line. If your situation is more complex than the tier you picked, we tell you first — never after.
Pricing disclaimer: All prices shown are starting rates and are not final quotes. Your actual fee depends on the complexity of your tax return, forms required, state filings, and your current eligibility for credits or deductions. A firm quote is provided only after a review of your documents during consultation.
Essential
Straightforward returns for salaried individuals and simple households. Final quote confirmed before any work begins.
- Federal + one state return
- Standard deduction optimization
- Refund Transfer available — no fees up front
- E-file & direct deposit
- Audit letter response support
Eligibility checklist
- Single W-2 job with standard deduction
- No dependents or investment income
- One state return only
- Extra state returns or itemized deductions add fee
Deluxe
Itemized deductions, credits, and life-event planning for growing households. Price scales with schedule complexity.
- Everything in Essential
- Itemized deductions & credits
- Dependent, education & childcare credits
- Multi-state filing (up to 3 states)
- Prior-year return review, no charge
- Priority partner access
Eligibility checklist
- Homeowners with mortgage interest or property taxes
- Families with dependents and childcare/education credits
- Multi-state returns up to 3 states included
- Rental income, investment sales, or 4+ states add fee
Self-Employed
Full Schedule C, quarterly planning, and mileage/home-office optimization. Starting rate covers one business activity.
- Everything in Deluxe
- Schedule C preparation
- Quarterly estimated-tax plan
- Home office & mileage strategy
- Bookkeeping cleanup (up to 6 mo.)
Eligibility checklist
- 1099 contractors and freelancers
- Side hustles with one business activity
- Quarterly estimated tax planning included
- Multiple businesses, complex bookkeeping, or payroll add fee
Business
Entity-level returns, K-1 issuance, and year-round advisory for owner-operators. Custom quote after a 15-minute discovery call.
- Form 1120-S, 1065, or 1120
- K-1s for every owner
- Payroll & sales-tax compliance
- Year-round tax advisory
- Dedicated partner engagement
Eligibility checklist
- LLC, S-Corp, Partnership, or C-Corp returns
- K-1 issuance for partners or shareholders
- Year-round advisory and compliance included
- Complex ownership changes, multiple entities, or audit history add fee
What's included in each tier
Compare features side-by-side and choose the plan that matches your tax situation. Remember — every quote is finalized after document review.
| Feature | EssentialStarting at $349 | DeluxeStarting at $749 | Self-EmployedStarting at $999 | BusinessStarting at $1,549 |
|---|---|---|---|---|
| Starting price | $349 | $749 | $999 | $1,549 |
| Federal return | Included | Included | Included | Included |
| State returns | 1 state | Up to 3 states | Up to 3 states | All required states |
| Standard deduction | ||||
| Itemized deductions | — | |||
| Dependents & childcare credits | — | |||
| Homeowner deductions | Add-on | Included | Included | Included |
| Investment / rental income | Add-on | Add-on | Add-on | Included |
| Schedule C (1099 / freelance) | — | Add-on | Included | |
| Quarterly tax planning | — | — | Included | Included |
| Business entity return | — | — | — | Included |
| K-1s for partners | — | — | — | Included |
| Payroll & sales-tax compliance | — | — | Add-on | Included |
| Year-round tax advisory | — | — | — | Included |
| Dedicated partner | — | — | — | Included |
| Refund Transfer available (not a loan) | ||||
| Audit letter response support |
Request a quote
Tell us a little about your tax situation and the tier you're considering. We'll reply within one business day with a firm, no-surprise quote.
What happens next?
- 1We review your details and selected tier.
- 2We send a short checklist of documents to upload.
- 3You receive a firm written quote before any work begins.
Prefer to talk?
Book a free 15-minute discovery call and we'll size your return in real time.
Book a callEstimate your starting tier
Answer a few quick questions and we'll suggest the likely tier and starting price. Final quotes depend on complexity and eligibility.
What best describes your income?
Do you own a home or have major deductions?
Do you have dependents or education/childcare expenses?
Do you have investment, rental, or multi-state income?
Do you own an LLC, S-Corp, or Partnership?
Likely tier
Select answers on the left to see your likely tier, starting price, and the factors that shape your final quote.
Final pricing depends on three things
The estimator gives you a starting tier. Here is how the actual fee is finalized after document review.
Return complexity
More forms and schedules mean more preparation time. Each additional layer is reviewed before we quote.
- W-2 only → usually stays at base rate
- Homeowner with itemized deductions → may move to Deluxe
- 1099 + Schedule C → Self-Employed tier
- LLC / S-Corp / Partnership → Business tier
Documents needed
Missing or incomplete documents can add time. Organized records keep your quote at the starting rate.
- All W-2s, 1099s, and ID documents ready
- Rental income requiring Schedule E
- Investment sales requiring Schedule D
- Multiple years of bookkeeping to reconcile
IRS eligibility
Credits, deductions, and certain filings must meet current IRS rules. Eligibility is confirmed during review.
- Earned Income Credit qualification
- Education or childcare credit limits
- Offer in Compromise eligibility
- Penalty abatement or currently-not-collectible status
Example: A client with one W-2 and standard deduction typically pays the Essential starting rate. The same client who also owns a rental property and has stock sales will likely need Deluxe or Self-Employed because of the extra schedules and state filings.
No hidden fees
Your quote is your price. Additional schedules or states are always disclosed in advance.
Pay from your refund
Elect refund-transfer billing and pay $0 out of pocket at the appointment.
Price-match promise
Bring a written quote from another licensed preparer and we'll match it.
Common questions about pricing
Are the prices shown final quotes?
No. The amounts listed are starting rates for each tier. Your final quote is determined only after we review your tax documents and understand the complexity of your return.
What does 'starting at' mean?
'Starting at' is the base fee for the simplest returns in that tier. Additional forms, multiple states, business activity, or special circumstances may increase the price — but we always disclose this before any work begins.
What determines my final quote?
Your final quote is based on the documents you provide and the work required to file accurately. Key drivers include income types and forms, filing status, number of states, business or rental activity, investment transactions, and any special schedules or elections needed.
How does tax complexity affect cost?
Complexity increases when we move beyond a standard W-2 return. Each additional layer — self-employment, rental property, stock sales, partnership income, multi-state filings, or business bookkeeping — adds time and expertise. We group these into clear tiers so you can see where your situation likely lands.
What are the eligibility differences between tiers?
Essential covers straightforward W-2 and simple interest income. Deluxe fits homeowners, families with dependents, and moderate itemized deductions. Self-Employed is designed for 1099 contractors, freelancers, and single-owner businesses. Business handles partnerships, corporations, and more complex entity returns.
Will I be moved to a higher tier automatically?
Only if your documents require it. We review everything during your discovery call or document upload, then tell you exactly which tier applies and why before any preparation begins. You approve the quote before we start.
How is eligibility determined?
Eligibility for credits, deductions, and certain pricing tiers is based on your current tax year information, filing status, dependents, income level, and whether you meet IRS requirements for each benefit.
Will I know the exact cost before filing?
Yes. We provide a firm, written quote after your document review and before we prepare or file your return. There are no surprise charges.
Can I pay from my refund?
Yes. With refund-transfer billing, your preparation fee is deducted from your refund, so you pay nothing out of pocket at the appointment.
Backed by our Satisfaction Guarantee
Every return is prepared with the care we would use on our own family's taxes. If you are not completely satisfied with the service or the quote we provide, we will make it right — including a no-fee correction if we miss something within our control.
Maximum Refund
We review every credit and deduction you qualify for. If another preparer finds a larger refund, we'll refund your fee.
100% Accuracy
Every return is double-checked by a second set of eyes before it is filed.
Audit Support
If the IRS or state asks questions, we stand with you with prepared responses and guidance.
Price-Match Promise
Show us a written quote from a licensed preparer for the same scope and we'll match it.
Schedule your private consultation
Speak with a licensed tax advisor about your situation. We will size your return, answer your questions, and send you a firm quote before any work begins.
What happens next
- 1Book a 15-minute call or upload your documents securely.
- 2We review your tax situation and identify every savings opportunity.
- 3You receive a firm, written quote with no obligation.
- 4We prepare and file your return with white-glove support.