Personal Tax Returns

We welcome all individual income tax clients, from simple and organized returns to the most complex. Whether you have one W-2, or are self-employed with extensive investments and deductions, we are pleased to work with you to file your personal income tax returns.  Clients can choose to meet with a tax professional in person, or to take advantage of our secure online portal for remote professional preparation services.  We value our client’s trust and believe in the principle of truthful advertising.  While most tax preparation firms will not post their tax preparation prices online, we want our clients to understand the model behind our pricing.  We pride ourselves on having a clear method to estimate the cost of our fees.  Please note, it is important to understand that each client is different and therefore, could be more complex.  We believe in fair pricing which reflects the client’s individual situation.

 
Schedule Appointment

 

TAX INTAKE & ORGANIZER      TRACK MY IRS REFUND      TRACK MY CA REFUND   

 

PERSONAL TAXES -- Starting at $185

The base fee for preparation of a tax return containing the following: 

Federal Return Daycare credit
(1) State Return Earned income credit
W2 income HSA
Dependents Education credits

 

 

If you have more documents than listed above, you will incur additional fees.  Please review the list below of our most common additional forms: 

Deductions

Itemized deductions (mortgage interest, property taxes, donations, etc.) - this applies for Federal and/or State - $80

*If you have more than 3 donation slips, or donation of a vehicle, appraised items, stocks, there will be additional fees. 

California unreimbursed employee expenses - $75

*W2 emploees with work expenses such as union dues, home office, mileage, etc. 

 

Tax Credits

Energy credits - $75 Electric vehicle credit - $75
IRS adoption credit - $75 CA adoption credit - $75
Foreign tax credit - Starting at $75 COVID related credits - $25-$375
Additional State Tax Credit - $75 Real Estate Tax Withholding Form - $75

 

Additional Income

1099-B, capital gains/losses/restricted stock - $25, $100, or $275 Sale of primary or secondary residence - $75-$250
Sale of business/investment property - Starting at $150 K1 - $25-$295
W4 and DE4 Withholding Update Calculations - $75-$225 Personal Extensions - $20
Schedule E (Rental Property) - Starting at $150 per property 

​Depreciation - $25-$500

Additional Medicare Tax - $25 Net Investment Tax - $25
Foreign Income - Starting at $100 Statement of Foreign Finanical Assets - Starting at $100

 

Schedule C/F (small business/1099-misc/sole prop/self-employed/farming/SMLLC)

Gross income, $0-$25k, starting at $150
Gross income, $25k-$75k, starting at $200
Gross income, $75k and up, starting at $250
Depreciation - $25-$500


 

 

 


Back To Top