Transparent pricing
Answer a few familiar questions. Get a useful starting estimate.
Answer a few easy questions and we’ll provide a rough estimate. The complete published pricing schedule is available below.
Choose the return you want to price
The estimate is meant to provide a general idea of our fees. It is not a tax organizer, and it will show follow-up questions only when they apply.
Individual tax estimate
Answer the questions that apply to you. If filing married, all subsequent questions apply to both you and your spouse.
Your return
Income and investments
Business, rentals, and ownership
Self-employment details
Which of the following were you a shareholder or member of?
States
Business tax estimate
Start with the legal entity, then choose the tax structure, revenue range, and number of owners.
A separate business tax return is not needed based on the answers you have provided. You should be able to report your business activity on your individual income tax return. Please refer to the individual tab of this pricing tool for a price estimate.
Optional next step
Send the estimate for review.
Complete the calculator firstShare your name and email, and the estimate and answers will be sent to our team. We will confirm the scope before any work begins.
Please do not enter Social Security numbers, account numbers, or upload tax documents here.
Complete published fee schedule
Browse by return type or search for a form, service, or situation. “From” and “starting” amounts are minimums; additions generally apply to the relevant base return.
S corporations and partnershipsBase tiers plus common additionsFrom $1,495 active
| Scope | Published fee |
|---|---|
| No revenue and expenses | $795 base, plus applicable additions below |
| Revenue under $250,000 | $1,495 |
| Revenue of $250,000 or more | $2,295 |
| Revenue of $1 million or more | $2,795 |
| Revenue of $5 million or more | $3,995 |
| K-1 issued | $100 per shareholder/member |
| Depreciation | $40 per item |
| Additional jurisdictions | From $300 each |
| Extension | $175 |
| Form 4797 | $250 per asset |
| Single-member LLC included with return | $300 base |
| K-1 received | $75 each |
| Rental activity | $300 per property |
| Prior carryovers | $75 |
| General business credit | $125 per credit |
| Research and development credit | $300 |
| Electric vehicle credit | $250 per vehicle |
| Form 5471 | $1,995 per entity |
| Form 5472 | $750 per shareholder |
| FBAR | $300 base + $75 per account |
C corporations and nonprofitsBase tiers plus common additionsFrom $2,695 active
| Scope | Published fee |
|---|---|
| No revenue and expenses | $1,495 base |
| Revenue under $1 million | $2,695 |
| Revenue of $1 million or more | $4,295 |
| Reportable shareholders/officers | $100 each |
| Depreciation | $40 per item |
| Additional jurisdictions | From $300 each |
| Extension | $175 |
| Form 4797 | $250 per asset |
| Single-member LLC included with return | $300 base |
| K-1 received | $75 each |
| Rental activity | $300 per property |
| Prior carryovers | $75 |
| General business credit | $125 per credit |
| Research and development credit | $300 |
| Electric vehicle credit | $250 per vehicle |
| Form 5471 | $1,995 per entity |
| Form 5472 | $750 per shareholder |
| FBAR | $300 base + $75 per account |
IndividualsPersonal returns, schedules, credits, and international reportingFrom $600
| Scope | Published fee |
|---|---|
| Personal return covering one person | $600 base |
| Joint personal return with spouse | $700 base |
| Dependents | $40 each |
| Itemized-deduction analysis | From $100 |
| Noncash charitable contributions | $35 each |
| Most Forms W-2 | $35 each |
| Most other income statements | $25 each |
| Retirement/HSA reporting | $25 each |
| K-1 received | $75 each |
| Schedule C self-employed activity | From $300 each |
| Single-member LLC state filing | $300 each when required |
| Qualified business income calculation | $75 simple / starting at $200 complex |
| Business-use vehicle | $50 each |
| Home office | $50 each |
| Investment sales | $15 each or $200 per summarized statement/account |
| Rental or royalty activity | From $300 each |
| Business depreciation | $40 per item |
| Rental/real-estate depreciation | $100 per item |
| Child and dependent-care reporting | $45 per provider |
| Tuition/education reporting | $35 per student/form |
| Health-care reporting | From $35; Form 1095-A $75 per policy/form |
| Sale of main home | From $200 |
| Alimony reporting | $35 |
| Prior-year carryovers | $50 each |
| Advance child tax credit reconciliation | $50 when applicable to a prior-year return |
| Section 1031 exchange | From $500 each |
| Qualified Opportunity Fund transaction | $500 each |
| Extension | $100 |
| Additional jurisdiction | From $150 each |
| Amendment | Additional $400 |
| General business credit | $125 per credit |
| Research and development credit | From $300 |
| Electric or clean-vehicle credit | $250 per vehicle |
| Form 5471 | $1,995 per entity |
| Form 5472 | $750 per reportable owner/related party |
| FBAR | $300 base + $75 per account |
| Form 8938 | $300 base + $75 per reportable asset/account |
Additional servicesBookkeeping, entity, filing, and advisory servicesBrowse services
| Service | Published fee |
|---|---|
| Bookkeeping cleanup | $125 / $130 per hour or custom scope |
| Technical consultation | $400 per hour |
| 1099 preparation — PDF delivered for client distribution | $200 base + $40 each |
| 1099 preparation — firm mails recipients | $200 base + $55 each |
| Entity formation | $750 + state fees |
| Expedited entity formation | $950, including California rush fee |
| S corporation election | $300 |
| Statement of Information | $300 |
| Entity dissolution | $300 |
| Registered agent | $250 per year |
| Beneficial ownership information filing | $300, when applicable |
| Seller’s permit | From $500 |
| Sales-tax filing | From $400 |
| Business tax license — obtain | From $500 |
| Business tax license — renewal | From $300 |
| Estate or trust Form 1041 | $750 base + applicable individual-return additions |
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