Pricing for Individual Tax Returns

 

The “Individual” category has several levels, depending on the number of forms and complexity:

Basic Individual/Family Returns:

$215 – $339
Retainer: $215 applied to final cost of tax return
Price range covers most tax returns with some or all of the following:

  • 1040/1040A/1040 EZ
  • Oregon 40/40P/40N
  • Dependents, W-2 income, Child Tax Credit
  • Earned Income Credit
  • Dependent Care Credit/Oregon WFC.

Standard Individual/Family Returns:

$242 – $489
Price range covers most tax returns with some or all of the following:

  • 1040/1040A/1040 EZ
  • Oregon 40/40P/40N
  • Dependents, W-2 income, Child Tax Credit
  • Earned Income Credit
  • Dependent Care Credit/Oregon WFC.
  • Plus Schedule A Itemized Deductions
  • 1099-Rs
  • Social Security
  • Interest & Dividends
  • Education Credits
  • Retirement Savings Credit
  • Federal/State extension (no calculation of amount due with extension).

Advanced Individual/Family Returns:

$240 – $675
Price range covers most tax returns with some or all of the following:

  • 1040/1040A/1040 EZ
  • Oregon 40/40P/40N
  • Dependents, W-2 income, Child Tax Credit
  • Earned Income Credit
  • Dependent Care Credit/Oregon WFC.
  • Plus Schedule A Itemized Deductions
  • 1099-Rs
  • Social Security
  • Interest & Dividends
  • Education Credits
  • Retirement Savings Credit
  • Federal/State extension (no calculation of amount due with extension).
  • Plus Health Savings Account (HSA) forms
  • Charitable Non-Cash Contributions over $500
  • Residential Energy Credits
  • Capital Gain/Loss Schedule D
  • Employee Business Expenses (form 2106
  • K-1 forms
  • Schedule H (Household Employer)
  • Premium Tax Credit
  • Shared Responsibility Payment calculation or exemption
  • Fed/State extension (includes calculation of amount due with extension)