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Clear, upfront pricing. Prices below are starting prices. Your final price depends on the forms your return needs, and you will receive a quote before any work begins. San Antonio Best Price Guarantee: show us a written quote from another local tax preparer for the same service and we will beat it by $5.
Individual Returns
Individual Returns
Basic Return (Up to 2 W-2s, standard deduction, no dependents; unemployment or interest income under $1,500) — $145
Family Return (Basic Return plus dependents, Child Tax Credit, Earned Income Credit and childcare credit) — $225
Itemized Return (Schedule A: mortgage interest, property tax, charitable contributions and medical expenses) — $275
Self-Employed Return (Schedule C and SE for one business, up to 15 expense categories, mileage and home office) — $325
Rental Property Return (Schedule E for one rental property, including depreciation) — $350
Retiree Return (Social Security, pensions, IRA distributions and RMDs) — $200
Student and Senior Return (Full-time students, or taxpayers 65 and older, with simple returns) — $125
Optional Services
Optional Services
Amended return (Form 1040-X) — $150
Prior-year return (Each year) — $175
Extension filing (Form 4868 or 7004, credited toward your return) — $50
ITIN application (Form W-7, per applicant) — $100
IRS notice review and response letter (Per notice) — $125
IRS payment plan setup — $95
Tax planning session (1 hour) — $125
Quarterly estimated tax calculation (All 4 quarters) — $100
Monthly bookkeeping — from $175 per month
EIN application — $50
Texas LLC formation assistance (Plus $300 state filing fee) — $100
Texas sales tax return filing (Per filing period) — $50
Business Returns
Business Returns
Partnership / multi-member LLC (Form 1065, includes K-1s for up to 3 partners) — $650
S corporation (Form 1120-S, includes K-1s for up to 3 shareholders) — $750
C corporation (Form 1120) — $850
Trust or estate (Form 1041) — $550
Nonprofit (Form 990-N) — $75
Nonprofit (Form 990-EZ) — $400
Texas Franchise Tax report (No Tax Due and Public Information Report) — $75
Additional K-1 (beyond 3) — $40 each
Bookkeeping cleanup (Unreconciled books, before the return is prepared) — $65 per hour
Add-Ons
Add-Ons
Added to an individual return when needed.
Additional W-2 (beyond 2) — $10 each
Additional 1099 forms (beyond 3) — $10 each
Other state return (Part-year or nonresident; Texas has no state income tax) — $75 each
Investment sales (Schedule D, up to 25 transactions) — $60
Investment sales over 25 transactions or cryptocurrency — $125
Additional Schedule C business — $125 each
Additional rental property — $75 each
Schedule K-1 — $40 each
Education credits (Form 8863) — $35
Health Savings Account (Form 8889) — $35
Marketplace insurance reconciliation (Form 8962) — $40
Energy or electric vehicle credits — $40
Sale of home — $75
Injured spouse allocation (Form 8379) — $60
Rush service (Completed within 48 hours of complete documents) — $75
Refund transfer bank processing fee (Optional; charged by our bank partner) — $49
Discounts
Discounts
Discounts cannot be combined; the larger discount applies.
Returning client who books by February 15 — $20 off
Active-duty military, veterans and first responders — $25 off
Referred new client — $25 off
Good to know: Final price depends on the forms required. You will receive a quote before work begins. Paying your fee from your refund is optional and adds the $49 bank processing fee.
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