Tax Preparation Pricing

Tax Preparation Pricing

Base Price

  • Federal and State Preparation $85
  • First two states included
  • e-File included

Other Optional Pricing

  • Additional states $10 each
  • Itemizing $20
  • 1099-B (Capital Gains/Losses) $25 to $100 (to keep the price down, have all of your purchase information too). You can download a Schedule D Import Worksheet which is an Excel worksheet for entering stock transactions that can be imported directly into the Drake tax preparation software.
  • Income from sole-proprietorship $25 to $100 (be sure to fill
    out my Self-Employed Questionnaire)
  • Bank Products: see my Products page
  • Amendments $45 (see April's Guarantee page)
  • Premium Fee $35 (typically charged for late preparations, rush requests, and extensions)

Online Filing (Go now!)

  • 1040EZ - FREE
  • 1040A - $19.95
  • 1040 - $39.95
  • State - $29.95 (as many states as needed)

These are basic charges and may change from year to year. There may be other adjustments for more complicated returns, but I also reserve the right not to charge extra when very little time is spent in preparation due to the client preparedness. Having the Taxpayer Questionnaire filled out for your first visit will definitely speed things along.