Get to know your price for tax preparation in two simple steps:​​
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BASE PAY SCHEDULE
SIMPLE
$100
Applies to taxpayers filing a basic Form 1040, including up to two W-2s
SELF-EMPLOYED
$200
for taxpayers who have self employment income (SCHEDULE C)
RETIRED/STUDENT
$100
For taxpayers receiving Social Security benefits, pensions, IRA or 401(k) withdrawals, and annuities, 1098-T and scholarships
COMPLEX TAXES
$150
For taxpayers with three or more W-2 forms
ADDITIONAL FORMS
INVESTMENTS, INTEREST AND DIVIDENTS
$20
Schedule B
-
Interest earned from banks, credit unions, or investments
-
Dividends and distributions from stocks, mutual funds
$20 per form
STOCK INCOME AND CAPITAL GAINS
$20
Schedule D​
-
Sales of stocks, bonds, mutual funds, ETFs
-
Other securities (from 1099-B)
$20 per form
REAL ESTATE INCOME
$50
Schedule E
-
Rental real estate income
-
Miscellaneous income (1099-MIS form)
$50 per property
PROPERTY TAX REFUND
$50
Property tax refund
-
Property tax statement for homeowners
-
CRP form for renters
IMPORTANT
EVERY TAXPAYER must have the following information and documents ready when preparing their return
Documents checklist
Social security number
Needed to verify your identity and file your tax return with the IRS
Routing and accounting numbers
Used to set up direct deposit for refunds or to make electronic tax payments quickly and securely to your bank account
Sources of Income
Documents such as W-2s, 1099s, or records of income, rental, and investment earnings
Phone Number & email
Required for communication regarding your tax filing, including questions, status updates, and the exchange of information and documents
Occupation
Your current job title required for IRS reporting
Residency information
Documents such as Driver’s license or state ID that confirms your state of residence and address
Copy of prior year tax return
Used as a reference to ensure accuracy and carry forward important information to this year’s return
Filing status
Your filing status establishes how your income is taxed and what credits/deductions you may qualify for. If you are filing as Married, please provide all required information and documents for your spouse
Your spouse’s information
Required to file a joint return or to accurately report your marital status. Information needed: Social Security number, DOB, driver’s license number, occupation, phone number & email
Identity Protection PIN -- if applicable​
A special IRS-issued code that prevents someone else from filing a fraudulent tax return using your information
ADDITIONAL DOCUMENTS REQUIRED
Employed
W-2 Forms
Reports your wages, salaries, and taxes withheld by your employer, and is used to calculate your income and tax liability
Unemployed
Unemployment income
Reported on Form 1099-G, showing the benefits you received and the taxes withheld
Self-Employed
All 1099 forms, K-1 schedules, 1099-NEC, and additional income records
Income statements reporting money earned from self-employment, contract work, partnerships, or other sources not shown on a W-2.
Records of all business related expenses
Receipts and financial records for deductible business expenses such as supplies, utilities, advertising, or professional services.
Depreciation information for business-use assets
​Purchase documents showing the cost, purchase date, and date placed in service for equipment, vehicles, or other assets used in the business.
Estimated tax payments records (Form 1040–ES)
Proof of quarterly estimated tax payments made to the IRS, including amounts and payment dates.
Information on home office use
Square footage of the room used exclusively for business purposes and the total square footage of the house.
Information about your Dependent's​
Social Security number and date of birth
Each dependent’s Social Security number and date of birth, required for claiming dependents and eligibility for credits
Childcare Expense Records
Documentation of childcare costs, including the provider’s name, address, EIN, needed to claim the Child and Dependent Care Credit
Income of Dependents and Household members
Income earned by dependents living in your household that is required to be reported for tax purposes (filed separately)
OTHER SOURCES OF INCOME
Rental Income
Records of all business related expenses
Receipts and statements for insurance, utilities, repairs, maintenance, management fees, and other deductible costs.
Rental asset information for depreciation (cost, date placed in service, etc.)
​Purchase documents, settlement statement, or prior depreciation schedules showing property cost and service date.
Retirement income
​Pension, IRA, or annuity payments
Distributions from retirement accounts or annuities, reported annually on Form 1099-R.
Traditional IRA basis
Contributions that were made with after-tax dollars and already included in income
Social Security and Railroad Retirement benefits
Reported on Form SSA-1099 or RRB-1099
Additional Income & Losses
Prizes and awards
Value of cash or non-cash prizes, awards, or winnings that must be included in taxable income.
State tax refund
Refunds of state or local income taxes received in the prior year, reported on Form 1099-G.
Trust income
Distributions from trusts or estates reported to you, usually on Schedule K-1 (Form 1041).
Royalty Income 1099–MISC​
Payments received for intellectual property such as books, music, patents, or natural resource rights.
Gambling income
Winnings from lotteries, raffles, casinos, or betting, reported on Form W-2G, with losses deductible only up to the amount of winnings if properly documented.
Payment Card and Third Party Transactions (Form 1099-K)
Income from payments processed by third-party networks (e.g., PayPal, Venmo, Square, credit card companies).