Engagement Scope
Pricing should reflect the return you actually need prepared.
Final pricing depends on return complexity, entity type, number of states, document completeness, bookkeeping condition, prior-year issues, and timing.
How scope is determined
Start with intake. Confirm pricing after review.
We do not publish a one-size-fits-all price because a simple wage-earner return and a multi-entity business engagement require very different levels of work.
Individual
Standard & Complex 1040
Scope may include W-2/1099 income, dependents, investments, rentals, Schedule C, credits, and multiple states.
Business
1120-S · 1065 · 1120
Scope considers entity type, books, owners, payroll, K-1s, fixed assets, and state activity.
Resolution
Prior-Year & Notice Work
Scope depends on missing years, available records, amended return needs, agency issues, and response deadlines.
Pricing is confirmed after intake review.Submitting an intake does not obligate you to engage the firm and does not constitute tax advice.Start Intake