Fixed Rate Pricing for Individual Tax Returns Services- Form 1040
| Simple Return– $150 | Standard Return– $250 | Comprehensive Return $350+ |
|---|---|---|
| Ideal for straightforward tax situations, this package includes: | Suited for individuals with moderate tax complexities, this package offers: | Designed for clients with complex tax situations, this premium package includes: |
Federal and 1 State Return*: Preparation and filing for both federal and one state tax return. W-2 Income Only: Exclusively for taxpayers with income reported on W-2s. Standard Deduction: No itemized deductions or extra schedules. E-Filing and Direct Deposit: Quick and secure processing of refunds. When preparing your taxes, choosing professional Tax Preparation services for a simple return can be highly beneficial. | Federal and Up to 2 State Returns*: For those working or living in multiple states. *W-2s, 1099-MISC (non-business), 1099-INT, 1099-DIV, and 1099-G: Covers common income types excluding business income. Standard/ Itemized Deductions (Schedule A): Maximizes deductions for homeowners, medical expenses, or charitable contributions. Education Credits or Student Loan Interest: Includes credits for tuition, fees, or interest paid on qualified student loans. Child/Dependent Credits: Ensures families receive applicable tax benefits for dependents. E-Filing and Direct Deposit: Fast and secure filing for timely refunds. Engaging in proper Tax Preparation will help ensure an accurate and thorough tax return. | Federal and Unlimited State Returns*: Handles multi-state filings for frequent movers or remote workers. All Income Types: Covers self-employment, rental property, investment income, and more. Small Business/Schedule C: Prepares detailed returns for sole proprietors or gig workers. Tax Planning Recommendations: Offers personalized strategies to minimize tax liability. Expert Tax Preparation is crucial for clients with complex tax situations. Deduction Optimization and Tax-Saving Strategies: Identifies opportunities to save money. E-Filing and Direct Deposit: Ensures the quickest possible refund process. |
| This option is perfect for students, young professionals, or retirees with minimal income sources. | This tier is well-suited for families, homeowners, and those with moderate income complexities. ** Exclude 1099- NEC Non Employee Compensation. | This tier is ideal for entrepreneurs, investors, and individuals with diverse income sources who require expert guidance. For all tiers, understanding effective Tax Preparation can save you both time and money. |
Additional Services:
- Amended Returns: Start at $100 per form if corrections are needed for prior-year filings.
- Extensive Consultation: Available at $75/hour to address unique tax needs. Effective Tax Preparation through consultations can help address personalized tax needs.
* States Returns– when applicable to your state( we do not file Oregon’s tax return). Please don’t hesitate to contact us with any questions or for business tax returns.
Tax Preparation Fees & Disclosures
We utilize a transparent, fixed-tiered pricing model where your fee is set upfront based on the complexity and type of your tax return (e.g., basic forms, business schedules, or investment tracking).
Important Payment Notice: Your base preparation fee is entirely fixed by your return type and remains exactly the same whether you pay out of pocket or choose a refund transfer product.
Optional Pay-by-Refund Services (New York Residents Only)
If you are a resident of New York State, you may elect to use an optional Refund Transfer through Santa Barbara Tax Products Group (SBTPG) to have your fixed fee deducted directly from your refund. SBTPG collects a separate bank processing fee for this service.
- Out-of-State Clients: Optional pay-by-refund banking products are strictly unavailable. Non-New York residents must pay their fixed preparation fee out of pocket prior to e-filing.
- No Obligation: You are never required to choose a bank product to file with our firm. You may always pay out of pocket and receive your full refund via direct deposit to your personal account.
Required New York State Consumer Disclosure:
Before discussing or selecting any tax refund options, New York State law requires you to review your consumer rights. Please download and review the official document below:
👉 Download the NYS Consumer Bill of Rights Regarding Tax Preparers (Publication 135)