2023 Tax Return Pricing Matrix*

For Individuals and Families

For Preparation of:Base Price**Notes
Federal 1040$500 per return
Schedule C business$500 per schedule$20 per 1099-NEC if no expenses 
Form 8949$1 per entry 
Schedule E rental$500 per property 
1040NR$500 per return
State Return$75 per return
ITIN Application$250 per application 

For Businesses & Estates

For Preparation of:Base Price**Notes
Federal 1120S S-Corp$1,000 – $3,000 per return
Federal 1120$1,500 – $3,000 per return
Federal 1065$1,000 – $3,000 per return
Federal 1041 Estate & Trust$700 – $900 per return
Federal 990 Non-Profit$1,000 – $2,500 per returnDepending on required 990 form
Federal 709 Gift$500 per return 
Excise Tax Preparation$250 per filing
1099-NEC/MISC$100 base + $35/payee 
Bookkeeping Assistance$75 per hour 

* All customers will pay a $350 retainer upon signing the engagement letter and it will be credited to your final bill. Remaining balance will be due prior to our e-filing you return(s).

** This is a general price. Actual fees depend on the complexity of the project involved. Some examples of taxable events that will increase pricing due to additional preparation time are as follows:

Sale of primary residence – 1031 Exchange – Various Credits – Change of Accounting Method
Foreign Accounts – Foreign Earned Income Exclusion – Foreign Entity Ownership

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