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Discuss your service needs remotely by video or telephone regarding:
Federal Returns
State Returns (excluding CA, OR, MA, or NY state)
FREE tax planning web/phone consult for FY2026
An initial $39 consultation deposit is required upon scheduling and will be applied to the final invoice upon completion of the return
Per Document:
$30 per W2 (or $20 each for more than three W2s)
$30 per 1099 (or $25 for more than three 1099s; no charge for 1099-SSA)
$25 per 1095 A/B/C forms (or $15 for more than two 1095s; 1095-Bs from Medicare/VA waived)
$50 per state return
State returns for CA, OR, MA, and NY will be referred to a third-party provider for compliance. Referral assistance is provided at no additional cost.
Special flat rates apply to the following categories:
Schedule C: $109 total (including deposit credit)
Foreign Accounts: $199 total (including deposit credit)
Discuss your service needs remotely by video or telephone regarding:
Federal Returns
State Returns (excluding CA, OR, MA, or NY state)
FREE tax planning web/phone consult for FY2026
An initial $39 consultation deposit is required upon scheduling and will be applied to the final invoice upon completion of the return
Per Document:
$30 per W2 (or $20 each for more than three W2s)
$30 per 1099 (or $25 for more than three 1099s; no charge for 1099-SSA)
$25 per 1095 A/B/C forms (or $15 for more than two 1095s; 1095-Bs from Medicare/VA waived)
$50 per state return
State returns for CA, OR, MA, and NY will be referred to a third-party provider for compliance. Referral assistance is provided at no additional cost.
Special flat rates apply to the following categories:
Schedule C: $109 total (including deposit credit)
Foreign Accounts: $199 total (including deposit credit)