2026 tax year / filed in 2027
Tell us about your return first. We’ll review the work involved and send one fixed-fee proposal so you know the total before you commit.
Tailored to your return
Some returns involve additional states, business or rental activity, digital assets, or records that need extra work. These are starting points for a tailored proposal, not charges added automatically.
From $150 per state
Organized sole proprietor or rental activity from $250 each
Complex reporting or incomplete records are quoted based on the work involved
Planning or projections start at $250. Amendments, prior-year returns, notices, and other specialized work are quoted separately.
We review your intake and may request a prior-year return through a secure channel before quoting. If new information changes the agreed scope, we’ll explain the additional work and ask you to approve a revised fixed fee before proceeding.
A simple process
01
Complete the short questionnaire. We generally respond within two business days.
02
See the agreed services and total fee, then accept and pay to reserve your engagement.
03
When available, use your secure invitation to complete the organizer and upload documents. We confirm when your file is ready for preparation.
Preparation begins after the organizer and required documents are complete. Missing information can delay completion; payment does not guarantee a filing date. You’ll review and sign before filing and receive your return securely.
Share a few details about your return. There’s no charge to ask.
Already a client? See your 2026 next steps.
