Detailed Tax Preparation List

Here you will find a detailed list of our pricing and what it entails. 

 Note: Prices listed below reflect the price per form. If you have multiples of the same type of form, the cost for those forms will be multiplied by the number you have. For example, two 1099-INT forms will cost $10.

All Returns Include E-Filing and Audit Protection*

Personal Tax Return Standard Pricing

Federal Standard Return

Starting at $175.00

  • Includes (1) 1040 Form, Includes (2) W2s, or (2) 1099's Audit Protection & E-Filing Included

(Price Increases after Tax Deadline 4/15 to $225.00) 

Federal (Amended Return)

Starting at $225.00 

  • Includes (1) 1040X Form, Includes (2) W2's or (2) 1099's Audit Protection & E-Filing Included 

(Price Increases after Tax Deadline 4/15 to $245.00)

State Return

Starting at $45.00 

  • Includes Necessary State forms to file Additional Forms + $5.00 Audit Protection & E-Filing Included

(Price Increases after Tax Deadline 4/15 to $65.00)




Additional Form Pricing 

Form / Schedule Price
Form 1040-ES Individual Estimated Tax Vouchers$0
Form 1040-V Payment Voucher$0
Form 1040X Amended U.S. Individual Income Tax Return$225 (FREE if amending a return I prepared)
Form W-2 Wage and Tax Statement (First 2 free)$15
Form W-2G Certain Gambling Winnings$10
Form 1095-A Health Insurance Marketplace Statement$10
Form 1098 Mortgage Interest$10
Form 1098-C Contributions of Motor Vehicles, Boats, Airplanes$15
Form 1098-E Student Loan Interest Statement$5
Form 1098-T Tuition Statement$5
Form 1099-B Stocks, Bonds, Crypto$35
Form 1099-DIV Dividends$5
Form 1099-G Unemployment$5
Form 1099-INT Interest Income$5
Form 1099-K (Business Income – Schedule C)$25
Form 1099-K (Rental Income – Schedule E)$25
Form 1099-K (Hobby Income)$5
Form 1099-K (Personal Rentals)$5
Form 1099-K (Loss of Personal Item Sales)$5
Form 1099-K (Gain of Personal Item Sales)$5
Form 1099-R Retirement / Pension Distributions$25
Form 1099-A Acquisition or Abandonment of Secured Property$40
Form 1099-C Cancellation of Debt$25
Form 1099-MISC Miscellaneous Income$10
Form 1099-NEC Non-Employee Compensation$15
Form 1099-OID Original Issue Discount$10
Form 1099-Q Education Program Payments$25
Form 1099-SA HSA / MSA Distributions$5
Form 2555 Foreign Earned Income$80
Form 3115 Change in Accounting Method$100
Schedule EIC Earned Income Credit$25
Form 4835 Farm Rental$15
Form 4852 Substitute W-2 or 1099-R$20
Schedule 8812 Child Tax Credit$10
Schedule 1 Additional Income & Adjustments$20
Schedule 2 Additional Taxes$20
Schedule 3 Additional Credits & Payments$20
Schedule A Itemized Deductions$80
Schedule B Interest & Dividends$0
Schedule C (Expenses ≤ $1,000)$125
Schedule C ($1,000–$10,000 in expenses)$125
Schedule C ($10,000–$20,000 in expenses)$175
Schedule C (Expenses > $20,000)$250
Schedule D Capital Gains & Losses$35
Schedule E$35
Schedule F (Gross income ≤ $5,000)$75
Schedule F (Gross income > $5,000)$100
Schedule H Household Employment Taxes$50
Schedule J Farmer/Fisherman Income Averaging$100
Schedule K-1 (1041, 1065, 1120S)$50 each
Schedule K-3 (1120S or 1065 – International)$50
Form 5695 Residential Energy Credits$25
Form 8936 Clean Vehicle Credit$25
Form 8915-F Disaster Retirement Distributions$20
Form 2441 Child & Dependent Care$15
Form 8283 Non-Cash Charitable Donations$20
Form 6781 Sec 1256 Contracts & Straddles$50
Schedule SE (Taxpayer)$15
Schedule SE (Spouse)$10
Form 982 Discharge of Indebtedness$80
Form 1116 Foreign Tax Credit (Income $1K–$10K)$50
Form 1116 Foreign Tax Credit (Income > $10K)$100
Form 1116 Schedule B Carryover$50
Form 1310 Refund Due a Deceased Taxpayer$0
Form 2106 Employee Business Expenses$50
Form 2120 Multiple Support Declaration$15
Form 2210 Underpayment Penalty$15
Form 2210-F Farmers & Fishermen Underpayment$15
Form 3468 Investment Credit$50
Form 3800 General Business Credit$50
Form 4136 Fuel Tax Credit$20
Form 4137 Unreported Tips (TP)$20
Form 4255 Investment Credit Recapture$20
Form 4562 Depreciation (Schedule C)$25
4562 Asset Entry Worksheet (1–10 assets)$25
4562 Asset Entry Worksheet (11–20 assets)$20
4562 Asset Entry Worksheet (21+ assets)$15
Form 4684 Casualties & Thefts$50
Form 4797 Business Property Sale$50
Form 4868 Extension$0
Form 4972 Lump Sum Distributions$50
Form 4952 Investment Interest$50
Form 5329 Additional Taxes on Qualified Plans$5–$50
Form 5405 First-Time Homebuyer Credit$0
Form 6198 At-Risk Limitations$0
Form 6251 Alternative Minimum Tax$25
Form 6252 Installment Sale$25
Form 7203 S-Corp Shareholder Basis$25
Form 7206 SE Health Insurance Deduction$25
Form 8332 Release of Child Exemption$20
Form 8379 Injured Spouse$25
Form 8396 Mortgage Interest Credit$25
Form 8453 E-File Transmittal & Audit Protection$75 (Included)
Form 8582 Passive Activity Loss$25
Form 8586 Low-Income Housing Credit$20
Form 8606 Nondeductible IRAs$25
Form 8615 Child Investment Income Tax$25
Form 8801 Credit for Prior Year Minimum Tax$25
Form 8814 Parents Report Child Interest & Dividends$20
Form 8815 Savings Bond Interest Exclusion$20
Form 8822 Change of Address$0
Form 8824 Like-Kind Exchange$100
Form 8829 Business Use of Home (first form)$10
Form 8829 Additional forms$20
Form 8834 Qualified Electric Vehicle Credit$25
Form 8839 Adoption Expenses$50
Form 8853 Archer MSA & LTC Contracts$25
Form 8857 Innocent Spouse Relief$25
Form 8859 DC First-Time Homebuyer (Carryforward)$0
Form 8862 Reclaim Refundable Credits$25
Form 8863 Education Credits$5
Form 8880 Retirement Savings Credit$5
Form 8881 Small Employer Pension Credits$25
Form 8888 Direct Deposit Allocation$0
Form 8889 HSA (Taxpayer)$5
Form 8903 Domestic Production Activities$0
Form 8910 Alt Motor Vehicle Credit$5
Form 8911 Alt Fuel Vehicle Refueling Credit$5
Form 8915-C 2018 Disaster Distributions$0
Form 8915-D 2019 Disaster Distributions$25
Form 8919 Uncollected SS & Medicare$25
Form 8936-A Clean Vehicle Credit Amount$25
Form 8938 Foreign Financial Assets$25
Form 8941 Small Employer Health Insurance Credit$25
Form 8949 Capital Asset Sales$0
Form 8958 Allocation Between Individuals$25
Form 8959 Additional Medicare Tax$10
Form 8960 Net Investment Income Tax$25
Form 8962 Premium Tax Credit$0
Form 8994 Employer Credit for Paid Family & Medical Leave$25
Form 8995 QBI Deduction (Simplified)$15
Form 8995-A QBI Deduction$15
Form 9000 Alternative Media Preference$0
Form 9465 Installment Agreement Request$0
Form 14039 Identity Theft Affidavit$10
Form 14039-B Business Identity Theft Affidavit$50
Form SS-4 EIN Application$50
Form W-4 Withholding Certificate$0
Schedule LEP Language Preference$0
Schedule R Credit for Elderly or Disabled$20
Schedule E Worksheet$25
Form 8911 (Schedule A) Alternative Fuel Credit$0