Start Engagement- W-2 income from one or more employers
- Standard deduction or basic itemized deductions
- Interest and dividend income (1099 INT, 1099 DIV)
- Basic investment activity with a small number of 1099-B transactions
- Retirement income (1099-R)
- Child tax credit, dependent credits, or education credits
- Health insurance reporting (1095-A / 1095-B / 1095-C)
best for clients with straightforward tax situations
Simple Individual Returns
Fees shown are estimates for federal returns. State returns are priced separately based on complexity.
Estimated fee structure
- Freelancers, contractors, and gig workers (1099 NEC / 1099 K)
- Small service businesses with one primary activity
- Basic business expense tracking
- Home office deduction
- Vehicle mileage deductions
- Simple inventory or cost of goods sold
- Estimated tax planning for the following year
best for individuals who operate a small business or independent practice
Self-Employed Individuals (Schedule C)
Start Engagementschedule consult- Partnerships filing Form 1065
- S-Corporations filing Form 1120-S
- Businesses with multiple owners or partners
- K-1 preparation for partners or shareholders
- Businesses with payroll, contractors, or employees
- Entities with significant expenses, assets, or depreciation schedules
- Businesses requiring coordination between the business return and owner returns
best for established businesses or multi-entity structures
Complex Business Returns
Final pricing depends on number of forms, schedules, and complexity
Final pricing depends on number of forms, schedules, and complexity
Final pricing depends on number of forms, schedules, and complexity