Tax Prep Estimate: Year-End Special

Tax Prep Quote Generator — Complexity-Based Fee Estimator

Tax Prep

Year-End Promo — Save $100

Pick what applies. Estimate updates live. $400 promo base (reg. $500) includes federal, one state, e-file.

starting at $500
starting at$400
Save $100
Ends: Dec 10 Deposit: $300 to book

Filing basics

Doesn't affect base fee.

Income & complexity

Select all that apply.

Investments & crypto · $150
Up to 5 accounts.
Retirement Accounts (1099-R) · $100
Conversions, backdoor Roth, Rule of 55. $100 single / $200 joint.
Charitable contributions over $500 · $100
Noncash, Form 8283.

Year-End Tax Planning

Optional add-on.

Year-End Tax Planning · $1,000 – $1,500
Year-end tax savings and tax estimates. Best time to save on taxes is before the end of the year, not on 4/15.

Number of items

Per item.

Rentals · $200 each property
0
Schedule C businesses · $300 each
0
K-1s · $150 each
0
Extra states · $100 each
0
Kiddie tax · $150/child
Form 8615
0
Property sales · $250 each
0

Foreign income and reporting

Select all that apply.

Foreign accounts — FBAR / 8938 · $200
FBAR + Form 8938.
Form 3520 — gifts & inheritances · $450 each
0
Form 5471 — foreign corps · $750 each
0
Form 8621 — PFICs · $200 each
0
Form 1120 + 5472 — foreign-owned US corp · $1,400 each
0

Anything else?

Sent with your estimate.

Questions

Final price?

No. Estimate only. Final fee confirmed after review, before work starts.

Base includes?

Federal 1040, one state, e-file, review. Promo $400 thru Dec 10. $300 deposit to book.

How do I book the promo price?

Sign the Engagement Letter and pay the $300 deposit by December 10 to book. If you have a Schedule C business or rental property, any additional payment can be deducted as an expense on your 2026 tax return.

Can you file entity returns?

Yes. Entity returns start at $1,400 and are handled through a separate consultation.

Book at this price

Sends your info + estimate. Ends Dec 10. $300 deposit to book.

Only to reply. Not sold/shared.

Thank you for your submission! We'll reply about your return and the $300 deposit shortly.
Almost there. The direct send was blocked, so your booking opened in a new tab instead. If Formspree's confirmation page appears in that tab, your booking went through.
Estimate only. Final fee after review. Amendments quoted separately.
Disclaimer
Advisor Info
Privacy Policy

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