Now booking for the 2027 tax season (Jan–Apr 2027). Join the list
Pricing

Starting Prices for Tax Prep and Bookkeeping

Published starting prices so you know what to expect. Your exact fee depends on the forms and records involved, and you'll get a quote before work begins.

Starting prices for the 2027 tax season
ServiceWhat it coversStarting at
Simple individual return (Form 1040)Standard deduction; W-2, retirement, and common income formsFrom $175
Itemized individual returnForm 1040 with itemized deductions (Schedule A)From $275
Self-employed / contractor return (Schedule C)Form 1040 with one Schedule C businessFrom $375
Rental property return (Schedule E)Form 1040 with one rental property; add $100 for each additional propertyFrom $325 + $100 per additional property
Small business returnPartnership, multi-member LLC, S corporation, or corporation returnsFrom $850
Monthly bookkeepingCategorization, reconciliations, and monthly reportsFrom $175/month
Bookkeeping cleanup / catch-upBehind or messy books brought currentQuoted after review

All prices are starting prices. Final fees depend on the complexity of your return, additional schedules or forms, and the condition of your records. You'll receive a quote before any work begins.

Fees are never based on the size of your refund. You pay for the work involved, not a percentage of what you get back.

What can raise the price

  • Multiple businesses or rental properties
  • Disorganized or incomplete records (bookkeeping cleanup may be needed first)
  • Prior-year or amended returns
  • Sales of property, investments, or business assets during the year

How to save on fees

  • Bring every form at once instead of in pieces
  • Keep business and personal spending in separate accounts
  • Use monthly bookkeeping so year-end is already done
Now booking

Get on the list for the 2027 tax season

Appointments for 2026 tax returns will run January through April 2027. Join the interest list and you'll hear from us first when booking opens.