2026 Tax Preparation Fee Schedule

Please note that during tax season we are fully remote, which means we do not offer in-person meetings in our office from January 15th – April 15th.

Individual Tax Returns

Standard Level (starting point for the most basic returns):

• $895—With no business or rental activity
• $1,295—Includes small business sole proprietors/single-member LLC or one rental property.

Level Up — everything in Standard, plus:
• $1,195 — Individual returns with no business or rental activity.
• $1,795 — Includes small business sole proprietors/single-member LLC or one rental property.

Includes access to me for quick questions, the ability to choose whether you want an extension, preparation and filing guaranteed by April 15th (if you provide all necessary documentation by March 15th), and one additional estimated tax planning engagement for either Q3 or Q4.

Each additional rental property beyond the first adds $150, at either level.

Please click here to learn about our individual return policies.

Business Returns

Corporation, Multi-member LLC, Trusts/Fiduciary

Standard Level:

• $1,595— Includes tax return, estimated tax payment calculations, and journal entries posted to your QuickBooks.

Level Up — everything in Standard, plus:

• $2,095 — Access to me for quick questions, a short mid-year check-in to assess your year-to-date financial statements, a review to confirm your estimated tax payments are keeping pace with your net income, and a review of your year-to-date payroll to make sure your federal and state withholding is on track.

Please click here to learn about our business return policies.

Tax-Exempt Organizations

• Starts at $1,000. No tax planning or Level Up tier offered, as tax-exempt entities do not pay income tax on their exempt activity.

Meetings and Consultations

• Professional services are $450.00 for the first hour, then $350 per hour thereafter (1 hour minimum).

Consultations are for planning and advisory work outside of a return.

Your fee includes working directly with me. I will return your calls and your emails. And I answer your inquiries cheerfully…okay, maybe not so cheerfully from 2/1 – 4/15.