Every return is a little different, so these are starting points. After our free 15-minute call I'll give you an exact number, and that's the number.
| Individual return — W-2 income | $350–$400 |
|---|---|
| Self-employed — includes Schedule C | quoted on the call |
| Small business, rental property, prior-year returns, IRS notices | quoted on the call |
Self-employed and business returns vary more than anything else I do, so I would rather give you a real number on the phone than a low one here that turns out to be wrong. It takes about fifteen minutes to get you an exact figure.
Every return includes federal and state filing, secure document upload, a plain-English summary before you sign, a copy for your records, and answers to questions about that return all year at no extra charge.
Most of my clients choose this. My fee comes out of your refund, so there's nothing to pay upfront.
One thing to know: the bank that handles this charges its own separate fee on top of my fee. I'll tell you exactly what that fee is before you decide, and you're free to just pay me directly instead.
There's no refund to take the fee from, so I'll invoice you when your return is ready. Payment is due at that point.
If that's difficult, tell me early and we'll set up a payment plan. I'd rather arrange it upfront than chase you.
If your return is genuinely simple and money is tight, free filing options exist and I'll tell you about them. I'd rather you come back next year when it's more complicated than pay me for something you didn't need.
Fifteen minutes on the phone and you'll have one. Free, no obligation.