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.
Client Intake Policy – Extension or Expedited Service Required – As of 3/24/2026, we are only accepting new engagements for clients who either agree to file a tax extension or require expedited processing and agree to the associated fees.
Tax Extension Assistance – Important Notice – If you need assistance filing a six-month tax extension without a full engagement, we charge a $206 upfront fee. This fee will be credited toward your future tax preparation fee if you choose to engage our services. If you decide not to proceed with us, the $206 fee is non-refundable. It is important to note that filing an extension extends the time to file your return, not the time to pay. Any taxes owed must still be paid by the original deadline to avoid interest and penalties.
Service Deposit & Expedited Processing Fees – All services require a 50% deposit before work begins. For clients requesting expedited processing, if documents are submitted less than 15 days before the filing deadline, an additional $309 base fee plus $26 per day will apply to cover the additional time and resources required. Please note that expedited processing is not available within the final 2 days before the filing deadline. This policy helps ensure the quality and accuracy of our work while managing capacity effectively.
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 $155)
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$102 for 1 State Return
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Standard Deduction Only
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1 Common Tax Credits* Claim
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Free Audit Protection ($102 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 State Return
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3 Common Tax Credits* Claim
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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 ($102 Value)
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Free 30-Min Online Review Section ($227 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
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 State Return
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5 Common Tax Credits* Claim
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Standard Deduction or Itemized Deduction
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Free Audit Protection ($102 Value)
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Free 30-Min Online Review Section ($227 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.
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ISO with AMT and Basis Tracking (Additional $258)
Add-Ons to any Package
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Each Additional State Return $102
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No Tax on Overtime and Tips Deduction Study $42
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Each Additional W2 or 1099 $42
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Itemized Either Federal or State - Schedule A 255
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Each Additional Schedule B Item (Form 1099-DIV / INT) $16
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Each Additional Schedule C $178
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Each Additional Schedule D Item $21
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Each Additional Schedule E Rental Property with Depreciation $152
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Each Additional Schedule E K1 for PTP $46
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Non-Resident Tax Status $102
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Annual State Filing (eg. Delaware | Nevada Annual Report) $306
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Additional Tax Credit Claim See Pricing Below
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Income Allocation for Community Property State $203
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Printed Tax Return & Secure Mailing Service (with Tracking) $42
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Overnight Check Fee for ERC Check $63
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Qualified Business Income Deduction $222
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Home Office Deduction - Form 8829 $178
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Sale of Home (Primary or Investment) $203
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FBAR and Form 8938 or Form 3520— up to 5 accounts $178 & Up
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Audit Assistance Insurance* $102
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International Tax Treaty and Foreign Tax Credit $203
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Preliminary Tax Planning (Add-On) $700
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Single Member Limitied Liability Company (SMLLC) $612
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Installment Plan Setup (Fed and 1 State) | Long-Term or Short Term exculding Gov't Fees $152
Addtional Notes
*Common Tax Credit Covered: Child Tax Credit (CTC) | Child and Dependent Care Credit | Credit for Other Dependents | Earned Income Tax Credit (EITC) | American Opportunity Tax Credit (AOTC) | Lifetime Learning Credit (LLC) | Saver’s Credit | Foreign Tax Credit (Form 1116) | Premium Tax Credit | Overtime Tax Credit – Additional $59 each
*Common Tax Credits Not Covered: Residential Clean Energy Credit | Energy Efficient Home Improvement Credit | Clean Vehicle Credit | Used Clean Vehicle Credit | Alternative Fuel Vehicle Refueling Property Credit | Adoption Credit | Credit for the Elderly or Disabled | Qualified Sick and Family Leave Credit | General Business Credits (K-1 pass-through) | Prior Year AMT Credit – Addtional $152 each
Paper Copy Filing and Mailing Service
Our fee includes preparation of Form 1040 and all related statements, along with e-filing or providing a PDF mailing package for you to submit. If you would like us to mail the return directly to the IRS or a state tax authority, a $41 handling fee per package (including tracking confirmation) will apply.
Audit Assistance Insurance – Protection Plus (Third-Party Add-On)
Audit Assistance Insurance is available through Protection Plus. When purchased, a certified tax professional will help you understand IRS or state notices, assist with drafting response letters, and provide audit guidance at no additional charge.
If you prefer to work directly with Flex Tax for audit support or representation, those services will be billed separately at our standard hourly rate.
Married Filing Joint (Federal) + Married Filing Separate (State)
Filing Married Jointly for federal and Married Separately for state purposes will be treated as three separate tax returns. If you reside in a community property state, an additional income allocation fee of $203 or more will apply. (This fee does not include time spent communicating with or obtaining documents from a former or current spouse.)
Additional Time Outside Standard Scope
Any additional time spent identifying missing documents, following up on incomplete information, or coordinating with uncooperative third parties will be billed separately at our associate hourly rate, as these efforts fall outside the standard scope of services. We will notify you in advance before incurring any additional billable time.
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
$361 & Up for one hour in-person or online review with our Tax Manager or Managing Advisor (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: 12/24/2025
