Request a Fit Review

Please complete the form that best matches your situation. We review each inquiry to determine whether the engagement is a good fit for our expertise, capacity, and service model. 

Individual tax return preparation generally starts at $1,200. Most clients with business income, rental properties, K-1s, stock compensation, significant investments, or multi-state filings fall between $1,800 and $3,000+.

Business tax return preparation starts at $1,500 for clean, straightforward entities. Pricing increases based on bookkeeping quality, balance sheet complexity, payroll, ownership structure, state filings, and planning needs.

Estate & Trust tax return preparation starts at $2,000, with final billing based on complexity and required filings. 

 Pricing for non-profit filings is as follows: 

• Form 990-N: starts at $500
• Form 990-EZ: starts at $1,500
• Form 990: starts at $3,000
• Form 990-PF: custom quote