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   

(EZ) PERSONAL TAXES -- $105

Although the IRS has removed the 1040EZ form, we will continue to offer a discounted rate for the preparation of a return containing the following: 

Federal Return No dependents
(1) State Return No itemizing
W2 income only No additional forms

 

PERSONAL TAXES -- Starting at $165

If you have more documents than a simple W2, you will fall into this price category for the 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

California unreimbursed employee expenses - $75

 

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 Income

1099-B, capital gains/losses/restricted stock - $25-$275 Sale of primary or secondary residence - $75-150
Sale of business/investment property - Starting at $150 K1 - $25-$250
W4 and DE4 Withholding Update Calculations - $75-$185 Personal Extensions - $20
Schedule E (Rental Property) - Starting at $150 per property  ​Complex depreciation setup - $25-$500

 

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
Complex depreciation setup - $25-$500


 

 

 


Back To Top