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Pricing

Transparent Pricing: Your Path to Financial Clarity and Value

Income Tax Returns starting $188. 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: $244+

  • ONE FEDERAL TAX RETURN
  • ONE STATE RETURN
  • ONE CITY RETURN
  • ADDITIONAL FORMS $28 ea.
  • ADDITIONAL STATES AND CITIES STARTING AT $48
  • 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: $356+

  • 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: $398+

  • ONE FEDERAL TAX RETURN
    (INCLUDES SCH.C & DEPRECIATION)
  • ONE STATE TAX RETURN
  • ONE CITY TAX RETURN
  • FREE DIRECT DEPOSIT
  • ADDITIONAL SCHEDULE C’s $70 ea.

Rental Property Package

“SCHEDULE E”
Average price: $398+

  • ONE FEDERAL TAX RETURN
    (INCLUDES SCH E AND DEPRECIATION)
  • ONE STATE TAX RETURN
  • ONE CITY TAX RETURN
  • FREE DIRECT DEPOSIT
  • ADDITIONAL RENTAL PROPERTIES $70 ea.

Business Owner's Package

“S-CORPS, C-CORPS, NON PROFITS, PARTNERSHIPS, TRUSTS/ESTATES”
Average price: $588+

  • FEDERAL TAX RETURN
  • COMMERCIAL ACTIVITY TAX (CAT) FILING
  • CITY RETURN

Day Trader Package

(Robinhood, E-Trade, etc)
Starting at: $398

  • LONG TERM AND SHORT TERM STOCK SALES
  • CRYPTO
  • EFT’S
  • CRYPTO CONVERSIONS

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