Accurate personal tax preparation with CPA oversight, clear communication, and planning support when you need it.
Personal returns are priced simply — one starting rate, no confusing tiers.
Certain tax situations require additional forms, research, or CPA analysis and may increase the preparation fee.
While our pricing schedule provides a useful estimate based on the forms and schedules included in a return, we evaluate each engagement as a whole. The complexity of the tax situation, the organization and accuracy of the records provided, the timeliness of information and responses, and the overall level of professional time and expertise required are all considered when determining the final fee estimate.
Beyond your return, these services are available individually depending on your situation.
Every return is reviewed by a CPA before it's filed — not just prepared and sent.
You'll work directly with our team and have access to a CPA when needed.
Clear, upfront pricing with tax planning options available when you need them, so tax time doesn’t catch you off guard.
Additional tax planning, IRS notice assistance, and year-round support are available as your needs change.
Tell us about your situation — by phone or video call.
Your return is prepared and reviewed under direct CPA oversight before anything is filed.
We file on time, and talk through planning opportunities for next year.
Schedule a free consultation and let's talk about your personal tax situation.
Schedule a Free Consultation| Item | Estimated Add-On |
|---|---|
| Additional W-2s beyond the first 2 | $20 each |
| Interest/Dividend 1099s (1099-INT, 1099-DIV) | $35 each |
| 1099-B Broker Statement | $100 simple / $200+ complex |
| 1099-R Retirement Distributions | $25 each |
| Unemployment (1099-G) | $25 |
| 1099-MISC | $35 |
| $100 each / $200+ complex | |
| Starting at $150 | |
| $150 / $300+ if reconciliation is needed | |
| Starting at $125 | |
| $250 per property | |
| Child and Dependent Care Credit | $75 |
| $75 per student | |
| Starting at $100 | |
| Starting at $100 | |
| $100 | |
| Additional State Return | $150 per state |
| $125 | |
| Installment Agreement Assistance | $150 / $250+ complex |
| Other complex tax situations requiring additional CPA analysis | Quoted after review |
The American Opportunity Tax Credit (AOTC) is a federal tax credit worth up to $2,500 per eligible student for qualified higher education expenses during the first four years of college or postsecondary education.
Up to $2,500 per eligible student — 100% of the first $2,000 of qualified expenses, plus 25% of the next $2,000.
Partially refundable. Up to 40% of the remaining credit, with a maximum refundable amount of $1,000, may be refunded if the credit reduces your tax liability to zero.
Tuition, required enrollment fees, and course materials such as books, supplies, and equipment needed for a course of study. Room and board, transportation, and insurance do not qualify.
The student must be pursuing a degree or other recognized education credential, enrolled at least half-time for at least one academic period during the tax year, be within the first four years of higher education, and have no federal or state felony convictions for drug possession or distribution.
File IRS Form 8863 with your federal income tax return, using information from the Form 1098-T provided by the educational institution.