Pricing
Clear, transparent starting prices for individual, business, and gift, estate, and trust tax services. Final fees depend on the complexity of the return or engagement.
Choose a Pricing Category
Our starting prices provide a guide for common tax services. Select a category below to view more detailed pricing. Final fees are confirmed after review of the documents and work required.
Individual Tax Pricing
Core Individual Returns & Filing
- Form 1040 — Starting at $150 Includes individual or joint returns with up to 2 W-2s, 3 Forms 1099-INT/1099-DIV combined, the standard deduction, and common family tax credits. Additional work may increase the fee.
- Schedule A — Starting at $100
- Additional state — $50 simple / $100+ complex
- Amended return prepared by us — $100+
- Amended return prepared elsewhere — $200+
Investments, Equity & Property
- Schedule D / Form 8949 — $50 per consolidated brokerage statement+
- Home sale — $100 per property+
- ISO / AMT basis review (Form 3921) — $100+
Business, Rental & Pass-Through Income
- Schedule C — $150 per business+
- Schedule E — $100 per property+
- K-1 reporting — $50 per K-1+
Retirement & Family Tax Matters
- Form 8606 — $50+
- Child's separate Form 1040 — $150+
- Form 8615 — additional $50 when applicable
- Form 8814 — $100 per child+
- Form 4547 — $50+
International & Nonresident Tax Matters
- FBAR — $200+
- Form 3520 — $200+
- Forms 2555 / 1116 — $200 per taxpayer+
- Form 1040-NR — $200+
- Form W-7 — $100 per applicant+
Business Tax Return Pricing
Core Business Tax Returns
- Partnership — Form 1065 — $350+
- S Corporation — Form 1120-S — $350+
- C Corporation — Form 1120 — $350+
What's Included: Base fees include standard federal schedules. Forms 1065 and 1120-S include the first two Schedule K-1s, as well as Schedules K, L, M-1, and M-2 when applicable.
Business Property, Investments & Depreciation
- Form 8825 for partnerships & S corporations — $100 per property+
- Investment sales — $50 per consolidated brokerage statement+
- Form 4797 — $100+
- New fixed assets / depreciation setup — $50+
What's Included: Routine depreciation carried forward from complete prior-year records is included in the base fee. New fixed assets or depreciation setup may incur additional fees.
Additional Filings, Amendments & Record Cleanup
- Additional state — $100 simple per state / $150+ complex
- Amended return prepared by us — $200+
- Amended return prepared elsewhere — $300+
- Bookkeeping cleanup — Separate quote
- Form 7004 extension — Included with active return engagement
Gift, Estate & Trust Tax Pricing
Gift Tax Reporting — Form 709
- Federal Form 709 — $200+
- Connecticut Form CT-706/709 — $100+
- Noncash or complex gifts — Additional fee based on complexity
- Appraisals & valuation reports — Not provided by our firm
Trust & Estate Income Tax Returns — Form 1041
- Form 1041 — $250+
- Schedule D / Form 8949 — $50 per consolidated brokerage statement+
- Schedule C — $150 per business+
- Schedule E — $150 per property+
- K-1 received by trust or estate — $100 per K-1+
- State fiduciary return — $100 simple / $150+ complex
- Form 7004 — Included with base filing
- Form 8938 — $200+
- FBAR — $200+
Foreign Gift Reporting — Form 3520
- Form 3520 foreign gift reporting — $200+
- Foreign trust matters — Separate review and quote
Individual Tax Returns
Starting at
$150
Individual and joint income tax returns,
investments, rental properties, retirement
transactions, family tax matters, and
international reporting.
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Individual Tax Returns
Individual and joint income tax returns, investments, rental properties, retirement transactions, family tax matters, and international reporting.
Individual Tax Pricing
Core Individual Returns & Filing
- Form 1040 — Starting at $150 Includes individual or joint returns with up to 2 W-2s, 3 Forms 1099-INT/1099-DIV combined, the standard deduction, and common family tax credits. Additional work may increase the fee.
- Schedule A — Starting at $100
- Additional state — $50 simple / $100+ complex
- Amended return prepared by us — $100+
- Amended return prepared elsewhere — $200+
Investments, Equity & Property
- Schedule D / Form 8949 — $50 per consolidated brokerage statement+
- Home sale — $100 per property+
- ISO / AMT basis review (Form 3921) — $100+
Business, Rental & Pass-Through Income
- Schedule C — $150 per business+
- Schedule E — $100 per property+
- K-1 reporting — $50 per K-1+
Retirement & Family Tax Matters
- Form 8606 — $50+
- Child's separate Form 1040 — $150+
- Form 8615 — additional $50 when applicable
- Form 8814 — $100 per child+
- Form 4547 — $50+
International & Nonresident Tax Matters
- FBAR — $200+
- Form 3520 — $200+
- Forms 2555 / 1116 — $200 per taxpayer+
- Form 1040-NR — $200+
- Form W-7 — $100 per applicant+
Business Tax Returns
Starting at
$350
Federal tax return preparation for partnerships,
S corporations, and C corporations, with related
state filings and return-related services.
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Business Tax Returns
Federal tax return preparation for partnerships, S corporations, and C corporations, with related state filings and return-related services.
Business Tax Return Pricing
Core Business Tax Returns
- Partnership — Form 1065 — $350+
- S Corporation — Form 1120-S — $350+
- C Corporation — Form 1120 — $350+
What's Included: Base fees include standard federal schedules. Forms 1065 and 1120-S include the first two Schedule K-1s, as well as Schedules K, L, M-1, and M-2 when applicable.
Business Property, Investments & Depreciation
- Form 8825 for partnerships & S corporations — $100 per property+
- Investment sales — $50 per consolidated brokerage statement+
- Form 4797 — $100+
- New fixed assets / depreciation setup — $50+
What's Included: Routine depreciation carried forward from complete prior-year records is included in the base fee. New fixed assets or depreciation setup may incur additional fees.
Additional Filings, Amendments & Record Cleanup
- Additional state — $100 simple per state / $150+ complex
- Amended return prepared by us — $200+
- Amended return prepared elsewhere — $300+
- Bookkeeping cleanup — Separate quote
- Form 7004 extension — Included with active return engagement
Gift, Estate & Trust Tax
Starting at
$200
Gift tax returns, trust and estate income tax
returns, foreign gift reporting, and related
fiduciary tax filings.
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Gift, Estate & Trust Tax
Gift tax returns, trust and estate income tax returns, foreign gift reporting, and related fiduciary tax filings.
Gift, Estate & Trust Tax Pricing
Gift Tax Reporting — Form 709
- Federal Form 709 — $200+
- Connecticut Form CT-706/709 — $100+
- Noncash or complex gifts — Additional fee based on complexity
- Appraisals & valuation reports — Not provided by our firm
Trust & Estate Income Tax Returns — Form 1041
- Form 1041 — $250+
- Schedule D / Form 8949 — $50 per consolidated brokerage statement+
- Schedule C — $150 per business+
- Schedule E — $150 per property+
- K-1 received by trust or estate — $100 per K-1+
- State fiduciary return — $100 simple / $150+ complex
- Form 7004 — Included with base filing
- Form 8938 — $200+
- FBAR — $200+
Foreign Gift Reporting — Form 3520
- Form 3520 foreign gift reporting — $200+
- Foreign trust matters — Separate review and quote
Tax Planning &
Strategic Advisory
One-hour minimum. Additional time billed in 15-minute increments.
Pricing Notes
Starting prices apply to standard situations.
Fees vary based on complexity, completeness of records, and scope of work.
A final fee will be confirmed after review of your documents and needs.
Additional states, special forms, and complex transactions may increase fees.