Individual Tax Return Preparation and Filings
Individual Tax Return Preparation and Filings
Click “Get Started” below, Upload your Document, and receive a customized quote. Your final quote will be confirmed after a 50% deposit. If your needs fall outside the packages listed, check the add-ons to calculate your price.
Tax Extension Assistance – Important Notice
If you need help filing a six-month tax extension, we charge a $200 upfront fee, which will be credited toward your tax preparation fee if you engage our services. If you choose not to proceed with us, the $200 will NOT be refunded.
Important: Filing an extension only extends the time to file your return, not the time to pay taxes owed. Any outstanding tax liabilities must still be paid by the original deadline to avoid potential interest and penalties.
Service Deposit & Expedited Processing Fees
All services require a 50% deposit before work begins. Expedited Processing Fees: If documents are submitted less than 15 days before the deadline, an additional $300 base + $25 additional fee per day will apply to cover the necessary overtime for our team.
⚠ Expedited processing will not be available within the final 2 days before the deadline. This policy helps us maintain high-quality service and prevents misuse of our time and resources.
Tax Extension Assistance – Important Notice
If you need help filing a six-month tax extension, we charge a $200 upfront fee, which will be credited toward your tax preparation fee if you engage our services. If you choose not to proceed with us, the $200 will NOT be refunded.
Important: Filing an extension only extends the time to file your return, not the time to pay taxes owed. Any outstanding tax liabilities must still be paid by the original deadline to avoid potential interest and penalties.
Service Deposit & Expedited Processing Fees
- All services require a 50% deposit before work begins. Expedited Processing Fees: If documents are submitted less than 15 days before the deadline, an additional $300 base + $25 additional fee per day will apply to cover the necessary overtime for our team.
⚠ Expedited processing will not be available within the final 2 days before the deadline. This policy helps us maintain high-quality service and prevents misuse of our time and resources.
Basic
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1040 with up to 3 W2’s & 1099’s
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Schedule B ($10 per Transaction or Maximum of $150)
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$99 for 1 State Return
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Claim 1 Tax Credit
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Free Audit Protection ($99 Value)
The final price of the Base Plan depends on the add-ons you select. Click here to view the pricing details for individual items.
Advance
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1040 with up to 3 W2’s & 1099’s
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Schedule B (Up to 10 Interest & Dividend Entries)
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1 Free State Return
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Profit or Loss from Business (Schedule C-EZ)
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Pass-through Income (LLC, S-Corp and Trust K-1 - Up to 2)
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Free Audit Protection ($99 Value)
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Free 30-Min Online Review Section ($175 Value)
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Up to 2 of the following:
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Itemized Deductions (Schedule A)
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Sales of Stocks, Bonds, Mutual Funds or Investment Real Estate (Schedule D – Up to 10 Transactions) – No RSU, ESPP
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Claim Tax Credits
Premium
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1040 with up to 3 W2’s & 1099’s
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Schedule B (Up to 10 Interest & Dividend Entries)
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1 Free State Return
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Free Audit Protection ($99 Value)
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Free 30-Min Online Review Section ($175 Value)
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Up to 2 of the following:
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Profit or Loss from Business (Schedule C)
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Pass-through Income (LLC, S-Corp and Trust K-1 – Up to 2)
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Rental Property (Schedule E – 1 real estate)
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Crypto Currency – 1 Exchange & Up to 20 transactions
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Up to 1 of the following:
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Itemized Deductions – (Schedule A)
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Sales of Stocks, Bonds, Mutual Funds or Investment Real Estate (Schedule D – Up to 20 Transactions) with RSU, ESPP and ISO
Add-Ons to any Package
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Each Additional State Return $99
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Each Additional W2 or 1099 $40
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Itemized Either Federal or State - Schedule A 250
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Each Additional Schedule B Item (Form 1099-DIV / INT) $15
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Each Additional Schedule C $175
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Each Additional Schedule D Item $20
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Each Additional Schedule E Rental Property with Depreciation $150
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Each Additional Schedule E K1 for PTP $45
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Non-Resident Tax Status $100
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Annual State Filing (eg. Delaware | Nevada Annual Report) $300
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Tax Return Paper Copy $40
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Overnight Check Fee for ERC Check $60
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Qualified Business Income Deduction $219
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Home Office Deduction - Form 8829 $175
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Sale of Home (Primary or Investment) $200
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FBAR and Form 8938 or Form 3520— up to 5 accounts $175
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Audit Assistance Insurance* $99
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International Tax Treaty and Foreign Tax Credit $200
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Preliminary Tax Planning (Add-On) $600
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Single Member Limitied Liability Company (SMLLC) $600
1040 return and related statements, including the cost of e-filing or mailing. Amended 1040 return and related statements, including cost of mailing. Audit Assistance will be included with the purchase of Audit Assistance Insurance.
*Audit Assistance Insurance is an add-on service provided by Protection Plus guarantees that a certified tax professional will help you understand communication from the IRS. They will also help you draft response letters, so you can deal with the audit efficiently without extra charge.
Filing Married Jointly for Federal and Married Separately for State will be treated as three separate tax returns. Additionally, an income allocation fee of $200 or more will apply if you live in a community state.
Trust and Estate Tax Return
Disclaimer:
We provide trust tax return preparation services only. We do not offer legal advice regarding the title, ownership, or legal structure of any accounts or assets. Our filings are based solely on the legal documents provided to us. Please consult an attorney for any legal questions related to the formation, validity, or administration of the trust.
SECOND LOOK REVIEW AND TAX CONSULTING
$350 & Up for one hour in-person or online review with our Tax Manager or Managing Partner (Self-Prepared Tax Return from Turbo Tax, H&R Block, etc.)
They say double-checking is never a bad idea, especially for reviewing an old tax return. You could be entitled to a bigger refund than you received last year – and even up to two years before that.
There is a significant chance we’ll find a different result on your prior-year return if several tax situations apply to you, which might mean overlooked credits or deductions. However, there’s no guarantee. We won’t know for sure until we complete your Second-Look Review.
Last Updated: 03/24/2025
