Pricing
Here's the price. Before I start.
Most tax offices won't tell you what a return costs until it's finished. I quote a flat fee after a ten-minute conversation, in writing, and it doesn't move unless your situation does.
1040 base returns
| Return type | What's included | Fee |
|---|---|---|
| Individual | Federal 1040, standard deduction, e-file, portal, copy of return | $325 |
| Rental property owner | 1040 plus one Schedule E property — depreciation, repairs, passive loss tracking | $525 |
| Real estate agent / self-employed | 1040 plus one Schedule C — 1099 income, home office, vehicle, depreciation | $600 |
Business entity returns
| Return type | What's included | Fee |
|---|---|---|
| 1065 or 1120-S | Reconciled books, including K-1s issued to owners. | $1,100 |
| Owner or partner personal return, when I prepare the entity | Replaces the individual base return. Add-ons at the published rates. | $250 |
Add-ons
Added only when your situation requires it, and always quoted in writing before the work continues.
| Item | Fee |
|---|---|
| Itemized deductions | +$95 |
| First Schedule C, if not in your base | +$275 |
| Each additional Schedule C | +$250 |
| Rental unit, first three | +$200 each |
| Rental unit, fourth and beyond | +$150 each |
| Each K-1 received | +$85 |
| Investment sales, 25 or more transactions | +$95 |
| State return, each | +$110 |
| Rush, complete documents after March 25 (subject to availability) | +$150 |
Other work
Quoted after I see the year. These are starting points, not ceilings.
| Item | Fee |
|---|---|
| Prior-year return, per year | from $375 |
| Amended return (1040-X) | from $375 |
| Organizing records for a return | from $175 |
| Bookkeeping cleanup, prior periods | from $450 |
Monthly bookkeeping
| Volume | Fee |
|---|---|
| Under 100 transactions/month | $350/mo |
| 100 to 299 transactions | $550/mo |
| 300+ or multi-entity | $800/mo |
Tax planning
| Service | Fee |
|---|---|
| Year-end planning session | $350 |
| S-corp analysis | $450 |
| S-corp election and setup | $750 |
- The $250 owner rate replaces the individual base return. Rentals, additional businesses, and other add-ons are billed at the published rates.
- Rental count includes the unit in the $525 tier.
- K-1 fee waived on entities I prepare.
- Under 25 investment transactions included.
- Florida has no income tax; most residents file federal only.
- S-corp analysis credits in full toward setup within the same year.
These are starting points. Your quote is fixed in writing after a ten-minute conversation, and it doesn't move unless your situation does.
Something not on this list? Property sales, foreign accounts, cancelled debt, energy credits, and less common schedules are priced during your intake call. The number is still fixed in writing before I start.