Federal Tax Preparation Rates All returns that qualify are electronically filed at no additional charge. Our rates are affordable and based upon the complexity of the income tax return. Our prices start at $35 for a 1040EZ. The federal 1040A and 1040 prices are based upon the additional schedules and worksheets that are required to complete your return.
State Return Rates State returns that qualify are electronically filed at no additional charge. Our state return preparation fee is a flat rate of $25 when prepared with the federal income tax return. This rate applies to resident, part year resident, non-resident and all state returns. If the state return is prepared by itself, the fees are based upon the complexity of the return and reflects the schedules and worksheets required to complete the return.
Discount Programs We offer discounts on all of our federal tax returns for seniors 65 & over, disabled and currently unemployed taxpayers. (Proof of unemployment or disability is required to qualify.)
We offer a discount for dependents who are claimed on their parent's return but are required to file their own return as well. To qualify, the dependent return must be completed at the same time as the parent's return. The discount for dependent returns is 40% off the calculated federal fee. All other discount programs are 15% off the calculated federal fee. (Please mention multiple returns when making appointments so that we can schedule accordingly.)
Hourly Rate We reserve the right to charge an hourly rate under certain circumstances. Sometimes during the preparation of certain forms, more time is required because of the lack of taxpayer record keeping. Many services that we offer to our clients during the off season result in no charge. This service is available because we believe it is an extension of the tax preparation fee. For clients who were self-prepared or prepared by another tax company, we offer the same service but may charge an hourly rate depending upon the complexity of the inquiry and time spent. Usually, we will offer a discount coupon for up to 50% of this charge to entice that client to utilize our services the following year. We will always inform you under such circumstances after reviewing the issues whether a charge will apply.