Pricing

Transparent packages. Price tied to complexity.

File Only is our core offer. Final quotes land inside the published range after we see your forms. All prepared returns are reviewed and signed by a licensed CPA.

File + Notes

$425 – $850

Everything in File Only, plus written guidance—mid-tier for filers who want context without a live call.

  • Everything in File Only
  • Written notes on key return items
  • Estimated payment guidance (when applicable)
  • Next-year planning bullets
  • Priority email turnaround
Request File + Notes

Consult

$250 · $400

Off-season only. Consults are not available February through mid-April (spring filing season). Available May–January and after April 15. File Only remains year-round.

Standalone advisory time outside spring filing season. Book alone or add to a File Only / File + Notes engagement when consults are open.

  • 30 minutes — $250 — one or two focused questions
  • 60 minutes — $400 — multi-issue or year-end planning
  • Video or phone
  • Summary notes by email after the call
Request a consult
Typical File Only price drivers
Typical situation Usually lands near
W-2 only, standard deduction, one state $275 – $350
W-2 + interest/dividends, simple Schedule 1 items $350 – $450
Side 1099 income, rental Schedule E (simple), or equity compensation $450 – $550
Multiple schedules, K-1, or multi-state complexity within File Only scope $550 – $650

Ranges are guidance, not a quote. Out-of-scope work (complex partnerships, audits, amended multi-year filings) may need a consult first.

Not sure which package?

Start the short eligibility flow—we’ll recommend File Only, File + Notes, or a consult based on your answers.

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