tax season calculators

Tax Preparation – In Season Pricing

Tax Returns prepared for the current year, in the current filing season, Feb-Apr 15th. For example, preparing your 2024 tax return in Feb 2025 – Apr 15, 2025.

Mini

$189

Filing Status: Single

State Returns: 0

Standard Deduction

Income Items: up to 2

Business Items: none

Credits, Adjustments, Other: none

Lite

$309

Filing Status: Any

State Returns: 1

Standard Deduction

Income Items: up to 5

Business Items: none

Credits, Adjustments, Other: 2

Plus

$479

Filing Status: Any

State Returns: 1

Standard or Itemized Deduction

Income Items: up to 10

Business Items: 1

Credits, Adjustments, Other: 5

Premium

$709

Filing Status: Any

State Returns: 2

Standard or Itemized Deduction

Income Items: up to 16

Business Items: 3

Credits, Adjustments, Other: 7

*** See below for a description of Income, Business, Credit, Adjustment & Other Items

Tax Forms Withholding

Tax Preparation – Extension Pricing

Tax Returns prepared for the current year, after the current filing season, Apr 16th – Oct 15th. For example, preparing your 2024 tax return between Apr 16th 2025 – Oct 15th 2025.

Mini

$149

Filing Status: Single

State Returns: 0

Standard Deduction

Income Items: up to 2

Business Items: none

Credits, Adjustments, Other: none

Lite

$259

Filing Status: Any

State Returns: 1

Standard Deduction

Income Items: up to 5

Business Items: none

Credits, Adjustments, Other: 2

Plus

$399

Filing Status: Any

State Returns: 1

Standard or Itemized Deduction

Income Items: up to 10

Business Items: 1

Credits, Adjustments, Other: 5

Premium

$589

Filing Status: Any

State Returns: 2

Standard or Itemized Deduction

Income Items: up to 16

Business Items: 3

Credits, Adjustments, Other: 7

*** See below for a description of Income, Business, Credit, Adjustment & Other Items

Need help tax forms

Tax Preparation – Back Filings (and Amendments)

Tax Returns prepared anytime after the Oct 15th deadline. For example, preparing your 2022 tax return in May 2024. Note: Back Filings are prepared between May-Dec each year.

Mini

$209

Filing Status: Single

State Returns: 0

Standard Deduction

Income Items: up to 2

Business Items: none

Credits, Adjustments, Other: none

Lite

$349

Filing Status: Any

State Returns: 1

Standard Deduction

Income Items: up to 5

Business Items: none

Credits, Adjustments, Other: 2

Plus

$529

Filing Status: Any

State Returns: 1

Standard or Itemized Deduction

Income Items: up to 10

Business Items: 1

Credits, Adjustments, Other: 5

Premium

$789

Filing Status: Any

State Returns: 2

Standard or Itemized Deduction

Income Items: up to 16

Business Items: 3

Credits, Adjustments, Other: 7

*Additional charges apply if original tax documents are not available

*** See below for a description of Income, Business, Credit, Adjustment & Other Items

Here’s a FREEBIE:

5 Questions to Ask Any Tax Preparation Firm

Before Paying Them a Dime

r FREE Guide:
Questions to Ask Any Tax Preparation Firm Before Paying Them a Dime

Additional Services

Sometimes you need a little time to pay. Let us set these up correctly.

Keep your business’ books on the straight and narrow. This service is provided from May-Jan.

Correcting error and omissions to keep the IRS off your back.

Many penalties can be reduced or removed. Don’t overpay the IRS!

Happy Customers

I used Jeff for my taxes last year and I was very pleased with both his prices and knowledge of tax laws. I procrastinated doing my taxes this year and wound up using Turbo-Tax. This was a big mistake and I will be using Jeff in the future. There are many changing laws that the average person cannot keep up with and one mistake can get you into a lot of trouble.

Tax Return Items

Income:

  • W-2
  • W-2 G
  • 1099-B
  • 1099-G
  • 1099-INT
  • 1099-MISC
  • 1099-NEC
  • 1099-R
  • 1099-S
  • SSA-1099

Business:

  • Self Employment Sch C
  • Rental Property
  • Form K-1

Adjustments & Other:

  • IRA Contribution
  • Student Loan Interest
  • HSA Account
  • Estimated Taxes

Credits:

  • Each Child or Other Dependents
  • Earned Income
  • Education
  • Energy
  • Electric Vehicle
  • Childcare Expenses
  • Qualified Retirement Savings Contribution