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Our Approach

Financial peace comes from clarity, proactive planning, and informed decision-making — not guesswork. Our work is designed to help you reduce unnecessary tax exposure and move forward with confidence.

Your Information

Let's start with the basics

Quote Type

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Tell Us About Your Year

Answer a few quick questions and we'll only show the forms relevant to you.

How many tax years do you need filed?

Do you own a business, rental property, or receive K-1s?

Do you have investments — stocks, crypto, ESPP, or RSUs?

Any foreign accounts, foreign income, or foreign gifts?

Filing StatusRequired

Select one — sets your base price

Single

$300

Head of Household

$375

Married Filing Jointly

$400

Married Filing Separately

$325

Qualifying Widow(er)

$400

Please select a filing status to receive your quote.

III

Personal Add-Ons

Common items for individuals

Additional State Return

Your filing status includes one state free. Each additional state runs $125 or $200 depending on situation.

States

Situation

Schedule A — Itemized Deductions

For state taxes, medical, real estate taxes, charitable contributions, and mortgage interest. One Schedule A per tax year filed.

$50 per year

Years

Form 1095-A — Marketplace Insurance

If you received health insurance through the ACA marketplace.

$50 each

Qty

Schedule H — Household Employee

For taxes on wages paid to nannies, housekeepers, or other household employees. Filed per tax year.

$50 per year

Years

1099-R — Retirement Distributions

Pension, 401(k), IRA, or other retirement distributions. Total across all years.

$20 each

Qty

Business & Rental Income

Schedules C, E, K-1

Schedule C — Business / 1099-NEC

Independent contractors, sole proprietors, single-member LLCs. Disorganized records may add to the cost.

$350 each

Qty

Schedule E — Rental Properties

For each property you rent to others.

$100 each

Qty

Schedule K-1 — Partnership / S-Corp / Trust

For each K-1 received from a pass-through entity.

$35 each

Qty

Investment & Capital Gains

Brokerage, dividends, home sales, RSUs

Schedule B — Dividends & Interest

$50 per every 10 line items of dividends and interest.

$50 per 10 line items

Sets of 10

Schedule D — Capital Gains (1099-B)

Each 1099-B from your brokerage. RSU sales and crypto are reported here.

$30 each

Qty

Schedule D — Home or Property Sale

If you sold a primary home or investment property.

$75 per sale

Qty

Foreign Reporting

High-penalty exposure if missed

FinCEN Form 114 (FBAR)

⚠Required if foreign accounts exceed $10,000 aggregate at any time. Severe penalties for noncompliance.

$300 each

Qty

Form 3520 — Foreign Gifts & Trusts

⚠For large gifts or inheritances from foreign persons. Penalty up to 25% of gift value.

$350 each

Qty

Form 8621 — PFIC Reporting

Passive Foreign Investment Company ownership — typically foreign mutual funds or ETFs.

$125 each

Qty

Distribution Status

Form 8938 — FATCA Reporting

⚠Foreign financial assets above threshold. Penalty up to $10,000.

$100 per 5 accounts

Sets of 5

Form 2555 — Foreign Earned Income Exclusion

For U.S. taxpayers living/working abroad. Requires physical presence or bona fide residence test.

$200

Qty

Form 5471 — Foreign Corporation Ownership

⚠For officers, directors, or shareholders of foreign corporations. Includes Subpart F / GILTI reporting.

$750 each

Qty

VII

Additional Context

Optional — helps us refine your quote

Anything specific we should know?

Our mission is to secure the future our clients deserve

Building wealth through tax strategy since 2006. Let's chat.

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Minimum individual engagements begin at $300, scaling with complexity.