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PLAN YOUR NEXT STEP

Clear pricing.
Personal guidance.

Find the service you need. We’ll confirm your scope and any applicable supplements before you pay.

New here? Start with a conversation.

Select all the services you need in one inquiry. We’ll confirm the scope and engagement terms, then send one itemized invoice.

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Several services. One invoice.

Pay the invoice we send after confirming your services. Rush availability must be approved before payment. After payment, we’ll email your secure Intuit Link invitation.

Tax preparation & filings

Personal and business tax returns prepared by an Enrolled Agent.

ServiceFee (USD)Next step
Personal tax preparationIncludes up to 3 rental properties. Each additional rental property after the first 3: +$60.$380Request services ↗
Business tax preparationBusiness services include S corporations, C corporations, partnerships, and Schedule C businesses (sole proprietors and eligible single-member LLCs). Schedule C is filed with the owner’s Form 1040; we’ll confirm the combined preparation scope and fee before payment. Foreign entities: +$2,188$944Request services ↗
State annual filingsFranchise tax filing service. Confirm applicable government fees with us.$400Request services ↗
Personal amended returnConfirm the return and scope before payment.$309Request services ↗
Business amended returnConfirm the return and scope before payment.$649Request services ↗

24-hour rush tax preparation

Your return will be prepared for your review within 24 hours after we accept your rush request and receive complete documents and payment. Subject to availability and return complexity. Filing requires your approval and signatures. IRS processing and refund timing are not included.

ServiceAdditional fee (USD)Request
Personal return rush serviceAdded to the $380 preparation fee and applicable supplements.+$200Request rush ↗
Business return rush serviceFor S corporations, C corporations, and partnerships. Added to the $944 preparation fee and applicable supplements.+$500Request rush ↗

Annual support

The following fees are annual—not monthly or quarterly.

ServiceFee (USD)Next step
Estimated taxAnnual fee. We will confirm the scope of support.$875/ yearRequest services ↗
Sales & use taxAnnual fee. We will confirm the filings and scope.$1,896/ yearRequest services ↗
Tax advisory / quarterly assessmentsAnnual fee for the agreed advisory and assessment service.$1,488/ yearRequest services ↗

Additional services

Support for your next business or filing step.

ServiceFee (USD)Next step
ITIN application assistance (CAA)Form W-7 assistance and eligible document authentication by an IRS Certifying Acceptance Agent. Eligible passports can be authenticated without mailing the original to the IRS. We’ll confirm document-review arrangements and any additional requirements before booking. Tax return preparation is separate.$250per applicantRequest service ↗
Nonprofit applicationConfirm application requirements and government fees with us.$600Request services ↗
Business formationConfirm entity, state, scope, and government fees with us.$475Request services ↗
Entity electionS corporation / C corporation election.$125Request services ↗
Audit defenseConfirm eligibility and covered services before purchasing.$200Request services ↗
Personal extension filingFederal extension filing only. Tax projection and payment calculations are quoted separately.$75Request services ↗
Business extension filingFederal extension filing only for S corporations, C corporations, and partnerships. Tax projection and payment calculations are quoted separately.$125Request services ↗
Extension with tax projection & payment guidanceStarting fee. Includes review of available records, a tax projection, payment guidance, and federal extension filing. Final scope and fee confirmed before payment.$229starting atRequest services ↗

About extension services

For existing tax-preparation clients, basic federal extension filing is included in the agreed preparation fee. State extension requirements and any additional fees will be confirmed before work begins. Tax projections, payment calculations, and other additional work are quoted separately unless included in your agreed package.

An extension provides additional time to file, not additional time to pay. Any tax due remains payable by the applicable payment deadline. Extension service fees do not include tax payments.

Already received a confirmed quote?

For multiple services or supplements, use the itemized invoice we send you. Use a single-service link below only if we have specifically confirmed that link and amount for your engagement. Do not pay again if you have already paid your invoice.

Payment is one step.
Personal support comes next.

After your engagement is confirmed and payment is received, we’ll email your Intuit Link invitation to gather the information and documents needed for your return. Please don’t email tax documents or attach them to an inquiry.

About the client portal ↗
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