Individual return
One federal individual return and one state return for a single person or married couple filing jointly. Includes wages, interest, retirement income, and standard or itemized deductions. No business or rental schedules.
$225 flat
A fee you can read first
Clear scope.
Flat fees.
For 2026 returns prepared during the January–April 2027 season. We review your documents and confirm that your return fits the scope before you commit.
Return preparation
Small-business return
One federal individual return, one state return, and one Schedule C for a sole proprietor or single-member business taxed as a sole proprietor. Bring reconciled income and expense totals. Bookkeeping cleanup is separate.
$425 flat
Both fees include a review meeting, filing after your approval, and a copy of the completed return. Additional states, rental properties, partnership or corporate returns, and amended returns fall outside these flat fees. We discuss a separate quote or referral before accepting the work.
More time to gather papers
Extension filing
$75 flat
For an individual federal extension and a review of whether a separate state extension is needed. State filings outside that scope are quoted first. Return preparation is separate.
An extension gives more time to file, not more time to pay. We review the information available and discuss an estimated payment before filing. We confirm the deadlines that apply to your return.
Year-round appointments
Help with a notice
$95 initial review
A 30-minute review of the complete notice, the related return, and the requested response. Any research or response preparation beyond that meeting gets a separate written quote.
Bring every page and the envelope. Tell us the response date when arranging the visit. We do not promise a particular agency decision or refund amount.
Before we put a date down.
Can I book before all my forms arrive?
Yes. We are booking January–April 2027 appointments now for 2026 returns. Choose a month that gives you time to collect your documents. We confirm a date after discussing what is still missing; filing waits until the required information is complete.
Start with the return you need.
We confirm the scope, fee, and appointment before work begins.