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Current Fees

Updated 4-21-26

Each tax situation is unique, so we've priced our services to make sure you are getting the best price for your needs. We have Easy Filing Pricing for our more simple returns, and then By Form Pricing for all other files.

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Easy Filing Specials

$165 – Single Filer, 1x W2*

$180 – MFJ Filing, 1-2x W2s*

 

 

SENIOR RATES

$155 – Single Filer*

1x 1099R & 1x 1099-SSA

 

 

$170 – MFJ Filing*

1-2x 1099-R, 1-2x 1099-SSA

 

 

REQUIREMENTS FOR EASY FILING:

-No Dependents

-No additional income or deduction forms

-Not on Covered CA

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*This is cash/check price. A 3.5% service charge will be added to your bill if paying with card.

To get Easy Filing Special pricing, your tax return must be completed by Tax Preparer Kinsie Henrich.

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By Form Pricing

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For returns that don't meet the above criteria, we charge a base price plus fees for any additional forms that are needed to complete your filing.

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Base Price before Additional Forms by Filing Status

Single  -  $170

Single + Dependent - $225

Married Filing Joint - $175

Married Filing Joint + Dependent - $230

Head of Household - $230

Married Filing Separately - $185

Married Filing Separately + Dependent - $240

Dependent of Another Client - $85

 

Senior Rates

Senior - Single - $150

Senior - Married Filing Joint - $155

Senior – Head of Household - $210

Senior – Married Filing Separately - $165

 

Additional forms/items the get charged by input*:

  • W2s, 1099s - $5/each

  • Itemizing on State- $25

  • Itemizing on Federal- $50

  • Earned Income Credit – starts at $40, changes based on documentation required to claim credit

  • Schedule 1, 2, 3, 1-A - $20/each

  • Schedule B, D, SE, EIC - $25/each

  • Form 8949 (Stock Sales) – starts at $60

  • Form 8863 Education Credits - $30/student

  • Form 8962 Covered CA Premium Tax Credit - $25

  • Form 2441 Child Care Credit - $10

  • Schedule C (self-employment) – starts at $175

  • Schedule E (rental income) – starts at $150

  • HSA, 8880, Educator’s Expenses $5/each

  • Business Use of Home - $15 Simplified, $30 Full

  • Business Use of Automobile - $10/ Vehicle

  • Non-Reimbursed Employee Expenses (CA Itemizing only) $25

  • Residential Energy Credits - $40 (expire in tax year 2025)

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*This is not our entire list of forms that we charge for, but is a quick list intended to give you a rough idea of where you might be pricing wise.

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Additional forms can include anything from itemizing or additional deductions, self-employment, rentals, claiming credits, claiming dependents and more. The more complex your tax situation is, or the more credits you claim (Earned Income, Child Tax Credit, etc.), typically your price goes up because of the additional work/forms needed and due diligence required on our end to verify & document that you are eligible for those credits.

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Most of our customers have had fairly steady pricing over the years, as we only raise our base filing fee 3-5% each year to help cover increasing costs of doing business.

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As your needs change, your pricing changes. For example, if you have stock sales we need to report one year, and none the next, you may see a decrease on your final bill if less forms are being filed. We want you to know that you're paying for real work and forms provided...not an inflated flat rate that doesn't change when your situation changes.

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Please note that we do occasionally adjust the pricing of forms based on their complexity with the current tax laws.

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Additional Fees & Discounts

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PDF Discount: If you choose to sign online & get a PDF version of your return instead of a printed copy, we will discount your return $10.

 

Hometown Hero Discount: We offer a 10% discount, up to $40, for our active military & veterans, teachers, first responders, and healthcare workers.

 

Referral Discount: If you refer a new customer who completes their taxes with us, we will give you $10 off the your next tax return.

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Additional Service Fees: Consultations, help filling out forms, responding to IRS letters, accounting & bookkeeping services, and other miscellaneous communications and tasks are billed at a rate of $50 per 30 minutes. 

 

Late Fees: For clients submitting information after September 15 of the current tax season, there will be a 10% late fee included on your return.

 

Extension Fees: If you have not dropped off your documents, and need an extension, we charge a $25 fee. Once your taxes are completed, we credit the $25 back onto your final bill. 

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