Clear pricing.
No surprises.
Tax preparation fees are based on the type of return you need, the forms required, and the complexity involved. Fees are never based on your income, refund amount, or balance due.
Starting Prices.
Clear Expectations.
Basic individual federal and California resident tax returns start at $179 and range up to $359 for clients who itemize deductions.
There are no additional charges unless your return requires extra forms, schedules, additional state filings, or involves more complex tax issues.
PRICING OPTIONS
Common Tax Returns
The examples below include both federal and California resident tax return preparation and processing fees.
The Basic Return
Best for single or joint filers with straightforward W-2 income and no dependents.
$179
Includes:
✓
Single or joint filers
✓
No dependents
✓
Up to 3 W-2s
✓
Most health coverage situations
*Marketplace health insurance may require an additional fee.
The Senior Return
Best for single or joint filers with retirement income and no dependents.
$249
Includes:
✓
Pensions
✓
IRAs
✓
Annuities
✓
Social Security
*Brokerage statements may require an additional fee.
The Family Return
Best for taxpayers with dependents and common family-related credits.
$299
Includes:
✓
Any filing status
✓
Child Tax Credit
✓
Other Dependent Credit
✓
Dependent Care Expenses
The Itemized Return
Best for taxpayers who itemize deductions rather than taking the standard deduction.
$359
Includes:
✓
Any filing status
✓
Federal and/or California itemized deductions
*Dependents or additional schedules may require an additional fee.
Additional Fees May Apply
Some tax situations require additional forms, schedules, review, or preparation time. Additional fees may apply for returns that include:
- Investment activity
- Self-employment income
- Rental properties
- Partnerships
- Trusts
- Marketplace health insurance
- Earned Income Tax Credit, or EITC
- Additional state returns
- Amendments
- Less common or more complex tax situations
Business tax returns and more complex individual returns are priced individually.
What to Expect.
Before Work Begins.
Every client’s tax situation is different. Before starting work on your return, Barry will review your needs, learn more about your tax documents, and provide a personalized written fee estimate.
That way, you know the cost before your return is prepared or filed.
GET STARTED
Your Return.
Clear Pricing.
Schedule a free consultation to discuss your tax situation, review what type of return you may need, and receive a written fee estimate before work begins.
