Tax Return Preparation Pricing

1040 Individual W-2 Tax Return is designed for employees and W-2 workers who receive standard employment income and do not have self-employment or contractor income. This tax return is intended for one individual taxpayer only and does not include married filing jointly, family tax returns, Schedule C businesses, or 1099 contractor reporting. If you work for an employer and receive one or multiple W-2 forms, you should select this service even if you changed jobs during the year or received several W-2 forms from different employers. This service may also include standard personal tax forms such as Form 1095 health insurance reporting, Form 1098 mortgage interest reporting, and other standard individual tax documents. The listed price includes preparation and filing of Form 1040 with up to 5 tax forms included in the return. Examples may include multiple W-2 forms together with Form 1095 and Form 1098. Additional tax forms beyond the included limit are billed separately at $30 per additional form regardless of the form type due to additional preparation and review time. This service does not include Form 1099 contractor income, self-employment reporting, Schedule C business activity, freelance income, gig work income, or Single Member LLC business reporting. If you received Form 1099 income, worked as an independent contractor, freelancer, self-employed individual, or operated a business, you should instead select the 1040 Family, Self-Employed & Single Member LLC Tax Return service.

1040 Family, Self-Employed & Single Member LLC Tax Return is designed for married couples filing jointly, heads of household, families with dependents, self-employed individuals, freelancers, contractors, and Single Member LLC owners. This service is intended for taxpayers receiving Form 1099 income, operating Schedule C businesses, or combining family and business income within one federal tax return. This tax return may include spouses, children, parents, grandparents, and other qualifying dependents reported together within the same filing. If one spouse operates a business or Single Member LLC while the other spouse works as an employee and receives W-2 income, this is the correct tax return service to select. This service includes self-employment income, contractor income, freelance income, gig work income, business income and expenses, W-2 forms, Form 1099 reporting, Form 1095 health insurance reporting, Form 1098 mortgage interest reporting, student Form 1098-T reporting, and other standard personal tax documents. The listed price includes preparation and filing of Form 1040 with up to 10 tax forms included in the return. Additional tax forms beyond the included limit are billed separately at $30 per additional form regardless of the form type due to additional preparation and review time. If your tax return includes business activity, you must also provide a completed Profit and Loss statement showing business income and expenses for the tax period. If your Profit and Loss has not yet been prepared and you would like us to calculate it for you, bookkeeping services must be purchased separately together with your tax return service. If your business has employees or requires payroll processing services, payroll services may also be added separately. Additional information regarding bookkeeping and payroll services is available on the Bookkeeping page.

1065 Partnership, LP & Multi-Member LLC Tax Return is designed for partnerships, multi-member LLCs, LPs, LLPs, and other businesses with multiple owners. This tax return reports business income, expenses, and allocation of profits and losses between partners or members. The listed price includes preparation and filing of Form 1065, preparation of Schedule K-1 forms for up to 5 partners or members, and up to 10 tax forms included in the return. Additional Schedule K-1 forms beyond the included limit are billed separately at $30 per additional K-1. Additional tax forms beyond the included limit are also billed separately at $30 per form due to additional preparation and review time. If additional partners, members, or tax forms are identified during review of your documents, an additional invoice will be issued before filing. This service does not include bookkeeping, payroll processing, or Profit and Loss preparation. If your Profit and Loss statement has not yet been prepared, bookkeeping services must be purchased separately. This service prepares only the business tax return and does not include personal tax returns for partners or members. If Schedule K-1 income must also be reported on a personal tax return, Form 1040 Family, Self-Employed & Single Member LLC Tax Return services should be purchased separately. After payment, you will receive onboarding instructions, document upload instructions, and guidance regarding all required tax forms and supporting records.

1120 / 1120S Corporation & LLC Tax Return is designed for C Corporations, S Corporations, and LLCs taxed as S Corporations. This service includes preparation and filing of Form 1120 or Form 1120S, shareholder reporting, officer compensation reporting, and preparation of Schedule K-1 forms where required. The listed price includes preparation of tax returns with up to 5 shareholders or members and up to 10 tax forms included in the return. Additional Schedule K-1 forms or shareholder reporting requirements beyond the included limit are billed separately at $30 per additional form. Additional tax forms beyond the included limit are also billed separately at $30 per form due to additional preparation and review time. If additional shareholders or tax forms are identified during review of your records, an additional invoice will be issued before filing. This service does not include bookkeeping, payroll processing, or Profit and Loss preparation. If financial statements and Profit and Loss reports have not yet been completed, bookkeeping services must be purchased separately. This service prepares only the corporate tax return and does not include personal tax returns for shareholders. If Schedule K-1 income must be reported on an individual return, Form 1040 Family, Self-Employed & Single Member LLC Tax Return services should be purchased separately. After payment, you will receive onboarding instructions, document upload instructions, and guidance regarding all required tax forms and supporting records.