Money with Intention

We understand that choosing a tax professional is an important investment, and we appreciate your consideration.

To help you better understand our pricing, we’ve provided an overview of our tax preparation packages below. The prices listed are intended as general guidelines. Because every tax situation is unique, your final investment will be based on the complexity of your return and the services you need.

If you have any questions or would like a personalized estimate, please don’t hesitate to contact us. We’re happy to discuss your situation and recommend the package that best fits your needs.

Please Note:

• Tax preparation packages do not include QuickBooks or other accounting software subscriptions. For bookkeeping and accounting solutions, please visit our Accounting, Payroll, and Consulting page.

Essentials Package – Most taxes done professionally

• Individual Tax Return – Federal & State
• All filing status (ex: single/married)
• Most Common Credits – examples: child tax credit and earned income credit
• Up to three income W-2s
• Electronic filing and direct deposit of refund
• Secure client portal for convenience
• Starting at $300

Plus Package – Itemized Deductions, Stock Investments/Health Savings Accounts or Ministers

• Everything included in essential, plus:
• Itemized Deductions
• One of the following:
  • Up to two 1099s
  • Health Savings Accounts
• Pastors & Ministers (schedule C and self-employment income)
• Starting at $500

Premium Package – Small Business, Farms, or Real Estate

• Everything included in essential, plus:
• One of the following:
  • Business income (schedule C)
  • Farm income (schedule F)
  • Rental Income – up to 3 residential rentals (schedule 3)
• Depreciation calculations
• Home office deduction
• Vehicle expenses
• Self-Employment Taxes
• Partnership Income
• Calculation of estimated taxes
• Starting at $800

Strategy Package

• Everything included in essential, plus:
• Completely customizable package
• Tax strategy sessions to meet your needs

Optional/Additional Items

• Tax Plan that includes recommendations for additional deductions or credits – $200
• Additional income sources (W-2 or 1099) – $75
• Expedited Completion – starting at $200
  • If appropriate documents are not submitted by March 29, 2027 the expedited fees will apply and an extension will likely be required
• Dependent returns – $125 (1040 and up to two W2)
• Cleanup/Organization – $125/hour
• Additional rental properties – $150
• Additional state returns – $100
• Year round email support – $175

Non-Profits – 990

Standard Form 990 – Large non-profits

• For entities with gross receipts exceeding $200k or
• Total assets exceeding $500k
• Starting at $900

Form 990-EZ – Medium sized non-profits

• Gross receipts less than $200k
• Total assets less than $500k
• Starting at $600

Form 990-T – Non-profits with unrelated business income

• Required if the organization has $1,000 or more of gross income from an unrelated business
• Starting at $600

Optional/Additional Items

• Financial review and presentation to the board of up to to 1 hour – $250
• Cleanup/Organization – $125/hour

Partnerships – 1065

Foundational

• Up to 2 partners and K-1s
• One state return
• Up to two rental properties
• Electronic filing
• Depreciation schedules
• Calculation of estimated taxes
• 30-minute year-end review
• Year round email support
• Starting at $900

Growth

• Everything included in Foundational
• Up to three partners
• Up to six rental properties or business activities
• 1-hour strategy session with a Tax Plan
• Calculation of estimated taxes
• Basis tracking, one tax planning meeting
• Starting at $1,400

Strategic

• Everything included in Growth
• Multi-state filing
• Special allocations
• Guaranteed payments
• Partner capital account analysis
• Multi-year tax projections
• Two 1-hour strategy session with a Tax Plan
• Starting at $2,250

Optional/Additional Items

• Additional Rental properties – $150 each
• Expedited Completion – starting at $300
  • If appropriate documents are not submitted by February 26, 2027 the expedited fees will apply and an extension will likely be required
• Cleanup/Organization – $125/hour

Corporations/S-Corporations

Please contact for a detailed price quote due to a wide variety of needs for each entity.

Published August 13, 2026