Tax Preparation Pricing

Our tax preparation mission is to provide you high quality, accurate, and professional work, with simple, competitive and transparent pricing.  Compare us to your CPA and major tax preparation chains, we think you'll be very pleased. All returns are personally prepared by Michael Stone, MBA,RFC,AIF. President and Owner. 32 years financial advisory and tax experience. 

I. Basic $159

  • Includes preparing the Federal form 1040 with the following income items
  • W-2 wage income
  • 1099R Pension, Retirement, Annuity Income
  • Schedule B, Interest and Dividend Income

II. Investor $199

  • Includes all of the Basic items, plus adds Schedule D Capital Gains or Losses

III. Specialized Add-Ons

  • Schedule C Self Employment income $50-$100 each
  • Schedule E Partnership or Real Estate Rental Income $50-$100 each

(From your completed Income accounting statements)

  • Schedule A Itemized Deductions $50.
  • State Returns $50 each
  • Credits $50-$100 each (Child Tax Credit, EIC, Education, Dependent Care, etc)

E-Filing and Review of previous years return included. Preparation only, does not include Tax Planning or Tax Advice.