Pricing
Transparent Pricing: Your Path to Financial Clarity and Value
Income Tax Returns starting $238. Additional schedules $28 each
Our services include:
- Personal Financial Plans
- Social Security / Medicare Strategies
- Retirement Plan Review:
- 401K / 403B
- Pensions
- IRA's - Traditional and Roth
- Health Insurance
- Life Insurance
- Estate Planning
- Brokerage Account Review
- Capital Gains Analysis
- Including 1031 Exchanges
Basic Package
Average price: $294
- ONE FEDERAL TAX RETURN
- ONE STATE RETURN
- ONE CITY RETURN
- ADDITIONAL FORMS $28 ea.
- ADDITIONAL STATES AND CITIES STARTING AT $56 ea.
- KIDS RETURNS START AT $98.00 (with prepared parents return)
- We can pull our fees out of your refund for an additional cost with an IRS approved bank, EPS Financial Services
Earned Income Tax Credit Package "EIC"
Average price: $400
- ONE FEDERAL TAX RETURN
- ONE STATE TAX RETURN
- ONE CITY TAX RETURN
- INCLUDES ALL EIC SCHEDULES
Sole Proprietor Package
“SELF EMPLOYED, SINGLE MEMBER LLC, SCHEDULE C”
Average price: $430
- ONE FEDERAL TAX RETURN
(INCLUDES SCH.C & DEPRECIATION) - ONE STATE TAX RETURN
- ONE CITY TAX RETURN
- FREE DIRECT DEPOSIT
- ADDITIONAL SCHEDULE C’s STARTING AT $100 ea.
Rental Property Package
“SCHEDULE E”
Average price: $430+
- ONE FEDERAL TAX RETURN
(INCLUDES ONE SCH E) - ONE STATE TAX RETURN
- ONE CITY TAX RETURN
- FREE DIRECT DEPOSIT
- ADDITIONAL RENTAL PROPERTIES STARTING AT $110 ea.
Business Owner's Package
“S-CORPS, C-CORPS, NON PROFITS, PARTNERSHIPS, TRUSTS/ESTATES”
Prices Starting at $788
- FEDERAL TAX RETURN
- COMMERCIAL ACTIVITY TAX (CAT) FILING
- CITY RETURN
Day Trader Package
(Robinhood, E-Trade, etc)
Starting at: $438
- LONG TERM AND SHORT TERM STOCK SALES
- CRYPTO
- EFT’S
- CRYPTO CONVERSIONS