Individual Pricing

Individual tax preparation

What will your return cost?

Tell us which years you need and tick everything that applies. It takes about two minutes, and the more accurate you are, the closer the estimate lands.

Which tax years do you need?

Every year is a separate return with its own fee. Back years cost about 20% more each — prior-year software, records that usually need rebuilding, and any penalties or notices to deal with.

Behind on filing is more common than you would think, and it is fixable. If you are not sure how many years are outstanding, give us your best guess — we can pull your IRS transcripts and tell you exactly.

The basics

Bigger pieces

How many of each, and how involved is each one? Not sure which column you belong in? “Which one am I?” beside this form spells out every category.

Rental property

Self-employment or a small business (Schedule C)

Farming or ranching (Schedule F)

K-1s from a partnership or S-corp

Cryptocurrency

Brokerage and stock sales

Do you need us to keep the books?

Only relevant if you have a rental, a business or a farm above. Leave it unticked and we will price your return alone.

Anything unusual this year?

Where should we send your estimate?

Your estimate opens as soon as you confirm your email. We ask for a working address so the numbers actually reach you — and so we can pick the conversation back up if they look right to you. We do not sell or share your information, and you can ask us to delete it at any time.

Have a code from our Early Engagement offer? Enter it here and the discount is applied to the estimate below.