Individuals

Complex Individual Return

Minimum Fee

$1,000

Complex – Returns that include a Sch C – Sole Proprietorship,
Sch E – Rentals, or Sch K1.

Additional Costs

Sch C – Sole Proprietorships
  • 1 included in minimum fee
  • 2 or more businesses – Plus $150/business
Sch E – Rental Properties
  • 1 included in minimum fee
  • 2 or more rental properties – Plus $150/property
Sch K1’s – Pass-Through Entities
  • 1 included in minimum fee
  • 2 or more K1’s – Plus $35/K1

Filing Requirements

Foreign Filing Requirements
  • Not included in minimum fee
  • Additional $150 if any foreign filings are required – FBARs,
    8938s, etc.
States
  • 1 included in minimum fee
  • 2 or more states – Plus $150/state

Add-On Options

  • In Person or Zoom Tax Return Review – $250
  • Mid-Year Tax Planning – $500
  • Year-End Tax Planning – $500

Payment Options

Upfront


Pay the entire fee in January. This option comes with a 7% discount.

Installment


Pay 50% of the fee in January and the remainder of the fee after the
returns are filed. No discount is available with this option.

Basic Individual Return

Minimum Fee

$550

Basic – Simple returns that only include W-2s, 1099s, brokerage
statements, etc. If you have a Sch C, Sch E, or K1, see the complex
fee above.

Additional Costs

Brokerage Statements
  • 2 included in minimum fee
  • 3 or more – Plus $35/brokerage statement

Filing Requirements

Foreign Filing Requirements
  • Not included in minimum fee
  • Additional $150 if any foreign filings are required – FBARs,
    8938s, etc.
States
  • 1 included in minimum fee
  • 2 or more states – Plus $150/state

Add-On Options

  • In Person or Zoom Tax Return Review – $250
  • Mid-Year Tax Planning – $500
  • Year-End Tax Planning – $500

Payment Options

Upfront


Pay the entire fee in January. This option comes with a 5% discount.

Installment


Pay 50% of the fee in January and the remainder of the fee after the
returns are filed. No discount is available with this option.

Start With a Conversation

Request a Consultation and Discover Your Personalized Quote

Tell us a little about your situation, and our team will help you identify the right level of tax support.

Prefer to speak directly?

Call 724-944-6438 or schedule a meeting.