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Individual tax preparation pricing

Get started now. Payment not due until filing. Max refund guarantee. 100% accuracy guarantee.

Simple

You only have income from Social Security, unemployment, interest, and/or up to three W-2s and take the standard deduction.

$350/per return

Simple tax return includes

  • Complete & e-file a Form 1040 return
  • Complete & e-file one state tax return
  • 100% accuracy guarantee
  • Maximum refund guarantee
  • Pick the date and time for your taxes
  • No surprise pricing
  • Pay only when you file

Complex

You have more than three W-2s or other sources of income 1099-DIV/B, have dependents, and/or choose to itemize your deductions.

$475/per return

Complex tax return includes

  • Everything in Simple tax return
  • Up to two extra state/local returns
  • Schedule A Itemized Deductions
  • Child Tax Credit (Schedule 8812)
  • Earned Income Credit (EIC)
  • Schedule D Capital Gains and Losses
  • Energy or Electric Vehicle Credits
  • Marketplace Health insurance (1095-A)

Small Business

You have miscellaneous income reported on a 1099-MISC/NEC/K, business investment K-1, and/or up to three rental properties.

$725/per return

Small Business plan includes

  • Everything in Pro tax plan
  • Business expenses, has employees or depreciation (Schedule C)
  • Self-Employment Tax (Schedule SE)
  • Up to three rental properties with expenses (Schedule E)
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$50 off when you file by October 15

Get your return started in minutes—flat-fee pricing, no surprises.

*First-time individual clients only. Discount applied at invoice. Not combinable with other offers. Add-ons priced separately.

Credentials & professional affiliations

Frequently asked questions

What’s included in each package?

Not sure which package fits? Take the quick “Help Me Choose” quiz on this page.

No matter the plan, we e-file your federal and state income tax returns to keep you compliant. Every package includes our 100% Accuracy Guarantee and Maximum Refund Guarantee—flat-fee, no surprises.

 

Is the price really flat?

You’ll pay a simple, one-time fee per tax year for your 1040 and included states. Any extras—like audit support, additional states, rentals, or crypto—are clearly marked and not automatically added. If anything changes while we prepare your return, we’ll always check with you before updating your fee.

How do I get started?

Click Start Your Return, pick a package, complete a short intake, and upload docs.

What documents do you need from me?

To get started, you'll need a few important documents handy: your W-2s or 1099s, a valid photo ID such as your driver's license, your tax return from last year, and any related forms or schedules—like a 1098 for mortgage interest, a 1099-K, or a 1099-DIV/B for dividends.

Simply upload your prior-year return, and our advanced AI will automatically scan your information and generate a tailored list of tax forms that are most likely required for your current filing. 

 

How long does it take?

Once we have all documents, most returns are prepared within a few business days (complex cases may take longer). We will email you confirmation when your e-filed return was accepted by federal and state.

E-filed refunds typically arrive within 21 days per IRS; paper can take 6+ weeks.

Use Where’s My Refund? to track your refund status.

When do I pay?
You pay when we file. If you’re using the $50 off promo, it’s applied at invoice.
What does “Enrolled Agent” mean?

Enrolled Agents (EAs) are federally licensed tax professionals authorized to represent you before the IRS in situations such as audits, responding to notices, and handling appeals. They have the expertise to guide you through complex tax matters and protect your interests.

Organizations like the National Association of Enrolled Agents (NAEA) offer ongoing education and support, helping EAs stay up to date with tax laws and best practices—giving you confidence and peace of mind.

Do you provide audit or notice support?

Absolutely! Our EA-level experts are ready to assist you with IRS and state notices, providing personalized support to help resolve your tax concerns quickly and efficiently. Depending on the package you choose, you’ll have access to different representation options—so you can select the level of service that best fits your needs.

How do you keep my data secure?

To protect your sensitive information, we use encrypted online portals, secure e-signature technology, and bank-level connections for fast and safe document exchange and electronic file authorization.

For preparing and filing your returns, we rely on ProConnect, the professional-grade version of Intuit's TurboTax software. You can review their commitment to safeguarding your data by visiting their Privacy & Security Policy.

Ready to file and be done?

Three flat-fee packages. Upload in minutes. Pay when you file.

Max Refund • 100% Accuracy • E-file