Flat prices. Federal + 1 state included.
Choose the tier that matches the most complex part of your return. You’ll see your final price before we start — if we find something that changes it, we ask first.
Basic
$59 total
Chain offices often start at $89+
W-2 income, standard deduction, no dependents
- Federal + 1 state return
- W-2 wages, unemployment (1099-G)
- Bank interest (1099-INT)
- Standard deduction
- E-file + direct deposit setup
Family
$99 total
Chain offices often start at $150+
Dependents, credits, students, HSA, retirement
- Everything in Basic
- Child Tax Credit, EITC, dependent care
- Education credits (1098-T), student loan interest
- HSA (Form 8889), IRA/401(k) distributions (1099-R)
- Dividends (1099-DIV), Social Security (SSA-1099)
Homeowner / Itemized
$149 total
Chain offices often start at $220+
Mortgage, property tax, big donations
- Everything in Family
- Itemized deductions (Schedule A)
- Mortgage interest (1098), property & state taxes
- Charitable contributions
- Energy and EV credits
Self-Employed / Gig
$199 total
Chain offices often start at $300+
1099-NEC/K, freelance, rideshare, small business
- Everything in Homeowner
- Schedule C business income and expenses
- Self-employment tax (Schedule SE)
- Vehicle, home office, QBI deduction
- Estimated payment plan for next year
Investor / Rental
$249+ total
Chain offices often start at $350+
Stock sales, crypto, rentals, K-1s
- Everything in Self-Employed
- Capital gains (1099-B, Schedule D), crypto
- Rental property (Schedule E) and depreciation
- K-1s from partnerships, S-corps, trusts
- Multi-state and part-year returns
Add-ons
| Each additional state return | $29 |
| Amended return (1040-X) | $79 |
| Prior-year return (per year) | $79 |
| Extension (Form 4868) (free for clients) | Free |
| IRS letter review | $49 |
What’s always included
- Preparation by a paid preparer registered with the IRS
- E-file of your federal return and one state return, with direct-deposit refund setup
- A review call or message thread before filing, so you can ask questions
- Copies of everything we file, kept in your portal
- Help with IRS acceptance or rejection notices for the return we filed
Chain-office prices shown are typical advertised starting prices, for context only — their final prices depend on forms used.