Tax Preparation Fees & Pricing
Clear Pricing. Confident Filing. No Surprises.
Tax preparation shouldn’t feel complicated, uncertain, or rushed.
Our precision-driven process and transparent pricing help you file with confidence — knowing what’s included, why it matters, and that nothing is being handled last-minute.
Tax Preparation That Protects You — Not Just a Filing
Tax prep isn’t just about forms.
It’s about accuracy, protection, and peace of mind.
Whether your return is straightforward or complex, our approach stays the same:
calm, precise, and intentional.
Our secure, virtual process makes filing easy for clients nationwide, while our Hudson Valley presence gives local clients access to trusted, high-level guidance when it adds value.
Why This Feels Different
Clients tell us they notice the difference right away:
- Clarity at every step — you know what’s included before we begin
- Precision that protects — careful preparation reduces errors, notices, and risk
- Confidence beyond filing — insight that helps you move forward, not just file
This is filing without guesswork.
Individual Tax Returns
Form 1040 — Personal Income Tax
Starting at $500
Our individual tax preparation fees are based on overall complexity, coordination required, and level of review — not by rushing returns through software.
Pricing is confirmed before work begins.
No surprises. No last-minute add-ons.
Individual Tax Preparation By Complexity
|
Tier |
Best Fit For |
Includes |
Starting At |
|---|---|---|---|
|
Essential Return |
Straightforward personal tax situations |
|
$500 |
|
Enhanced Return |
Moderate complexity requiring added judgment |
Everything in Essential
|
$650–$950 |
|
Comprehensive Return |
High-complexity filings with coordination & risk |
Everything in Enhanced
|
$1,000+ |
A single investment or K-1 does not automatically place a return in the Comprehensive tier.
Pricing reflects the total scope of work, not a checkbox.
Common Add-Ons (When Applicable)
Why Fees Vary (Quick Explanation)
Tax returns aren’t priced by the page — they’re priced by complexity and risk.
- $500 → straightforward filing
- $650–$950 → business, rental, or deduction complexity
- $1,000+ → coordination, multi-state exposure, or advanced review
The goal is accuracy and protection, not speed.
What to Expect
A clear, secure process from intake to filing
- Virtual First
Upload documents, review, and sign securely through your client portal — from anywhere. - In-Person When It Adds Value
Available for active clients or prepaid consultations, including Strategy Over Coffee at Coco Bella, by appointment. - Clear Payment Structure
A deposit is required before preparation begins. The remaining balance is due prior to e-filing — no surprises.
From Individual to Business — We’ve Got You Covered
Whether you’re self-employed or managing a growing business, we provide the same clarity, precision, and support — from personal returns to corporate filings.
Business Tax Returns
Forms 1065 · 1120-S · 1120
Starting at $1,500
Business tax preparation goes beyond filing forms.
We help LLCs, S-Corps, partnerships, and corporations minimize tax exposure and close the year with confidence.
Includes:
- Partnership & Multi-Member LLC (Form 1065) – $1,500-$2,100 +
- C Corporation (Form 1120) – $1,600-$2,400 +
- S Corporation (Form 1120-S) – $1,500-$2,100 +
- Estates & Trusts (Form 1041) – $800 – $2,000 +
- Non-Profit (Form 990) $1,000 +
Additional Services:
Behind every accurate return is well-managed data. Many clients integrate our Bookkeeping, Accounting, and Advisory services with their tax preparation for a streamlined, end-to-end approach.
Business Types We Serve:
- S Corps & C Corps
- LLCs and Partnerships
- Creatives, consultants, restaurants, retailers, trucking, and cannabis
As the complexity of your corporate structure and revenue volume increases, so will the preparation fees. Returns requiring additional schedules, multi-state filings, or detailed reconciliations are priced to reflect the elevated expertise and attention they require. Each engagement is approached with the precision your business deserves.
When the Books Aren’t Ready
Accurate tax preparation depends on reliable data.
Catch-up bookkeeping is available starting at $200/hour
Ancillary Tax Services
|
Service |
Starting Rate |
|---|---|
|
Amended Returns (1040X |
$500 |
|
IRS Audit Representation |
$500-$2,000 |
|
Installment Agreements |
$250+ |
|
Sales Tax Filings |
$150/month+ |
We follow all current IRS tax preparation guidelines to ensure your filings are compliant and up-to-date.
Bundle Pricing Options
More than a filing — year-round clarity
For business owners who want consistency and coordination, our bundles align business and personal filings under one strategy.
You save time, reduce errors, and gain clarity.
See how our service bundles align year-round support with tax compliance.
Business Partner Bundle — $2,250 +
For LLCs and S-Corps whose owners want their business and personal filings handled together — accurately and strategically.
Includes:
-Federal + 1 state business return (Form 1065 or 1120-S)
-Up to 2 partner/shareholder K-1s
-2 Partner 1040s at 25 % off ( 30 % if all partners bundle )
-Year-end advisory review
-Secure portal for uploads and signatures
Typical range: $2,350 – $2,900 depending on complexity.
Additional K-1s $125 each • Multi-state $150 – $300 per state • Complex allocations $300 – $600 per return.
Simple returns include W-2 income and one K-1. Complex returns (itemized deductions, 1099s, rental income, investments) still receive the same discount but are priced accordingly.
Perfect for partnerships and S-Corps that value consistency between business and personal filings.
Strategic Bundle – $3,000+
For clients with multiple entities, advanced allocations, or multi-state filings who want integrated tax planning and precision coordination.
Includes:
-Federal + up to 2 state filings
Two business, trust, or investment entities (e.g., S-Corp + LLC, or LLC + Trust)
-Partner/shareholder coordination and K-1 reconciliation
–One tax-planning consultation (mid-year or post-filing)
-Secure client portal for streamlined document sharing
Typical range: $3,000 – $4,500 depending on complexity.
Each additional entity beyond two starts at $1,200, depending on bookkeeping quality and scope.
Each additional state filing after two is $150 – $300 per state.
City filings and locality fees apply where required.
Complex Allocations (+ $300 – $600):
Applies when income, losses, or capital are not divided evenly among partners, or when guaranteed payments, capital tracking, or special basis adjustments are needed.
Partner Individual Returns:
The Strategic Bundle does not include individual returns. However, partners who file their 1040s through Reinspired Books receive the same bundle discounts as our Business Partner clients:
25% off when some partners bundle
30% off when all partners bundle
Discounts apply to both simple and complex returns; complexity only affects the base preparation fee.
Perfect for multi-entity owners, investors, and family enterprises who want all filings — business and personal — handled under one coordinated strategy.
.
Our 3 Step Filing Process
Submit Your
Documents
Securely through our portal.
We Prepare
Your Return
Careful review and compliance checks.
You Review
and Approve
Then we e-file.
File With Confidence
— and Know You Didn’t Leave Money on the Table
No hidden fees.
No rushed filings.
Just precise, compliant tax preparation delivered with clarity.