Personal tax returns
Individual Tax Preparation
Clear pricing for straightforward returns, with the final price agreed before work begins.
Start with a conversation about your return, documents, and any additional schedules. Cleanup and complexity are quoted separately.
Discuss your tax return
Base return · $150
A straightforward federal individual income tax return plus one state return.
Know the price first
The schedule fees below apply to straightforward work. Your final price is agreed before preparation begins.
Additional schedules and states
| Item | Additional fee |
|---|---|
| Schedule C — per business, with organized, summarized records | $125 |
| Schedule E — per rental | $125 |
| Straightforward K-1 — each | $75 |
| Straightforward stock reporting | $75 |
| Additional state return — each | $50 |
| Schedule A | $50 |
Complex stock reconciliation, record cleanup, and other complexity are quoted based on the work required. These fees are additions to the $150 base return.
How to get started
- Contact Adam with a brief overview of your tax return and the schedules you expect.
- Discuss the records needed and any cleanup or complexity.
- Agree the final price before work begins.