New Client Pricing — Simple Today, Smart for Tomorrow

ProFiler Consulting is an Enrolled Agent–led tax firm with 50+ years of experience and long-standing roots in Minnesota. We focus on business owners, rental investors, and families with growing complexity—with real accuracy, clear communication, and long-term relationships that grow with your life and business. Your annual return is also the starting point for future-looking, intelligent tax planning so each year builds on the last.

  • Essentials (W-2 / Retired) most $325–$400 • includes 1 state
    • 1–2 W-2s, Social Security/1099-R, small interest/dividends, standard deduction.
    Option to add future-focused planning
    From $295
  • Dependent Returns (kids & students) most $150–$300 • for children you claim as dependents
    • Typical W-2–only student or part-time job returns are $150.
    • Returns with investment income or self-employment (1099-NEC, gig work) are usually $200–$300; we confirm the amount before we start.
    Available for current client families
    From $150
  • Comprehensive / Complex (our most common) most $475–$575 • built for growing households
    • Itemized deductions; multiple states; HSAs/FSAs; dependents; education/childcare credits.
    • Investments (1099-B, RSU/ESPP, crypto), and limited small business, rental, or K-1 activity.
    Pairs well with Intelligent Planning
    From $425
  • Return with Rentals (includes Schedule E) most $650–$825 (1 property) • full 1040
    • Long-term rental, depreciation, passive loss carryovers, refi points, mileage to property.
    Add rental strategy planning
    From $575
  • Business Return — Sole Prop / LLC (includes Schedule C) most $675–$925 • full 1040 + business income
    • 1099-NEC or 1099-K income, mileage, home office, startup or depreciation deductions.
    Built to connect with Business Planning
    From $675
Business filings (S-Corp & Partnership) Tap to view if this applies to you

Business return pricing varies widely based on the company’s structure, recordkeeping, and overall level of activity. As a general guide, many well-organized businesses with straightforward year-end records begin around $950–$1,600 for the entity return.

Factors that tend to increase the fee include:

  • Heavier transaction volume or multiple bank/credit card accounts
  • Rental or investment activity held inside the entity
  • Multi-state filing requirements
  • Year-end adjusting entries and clean-up work
  • Advisory-level needs (reasonable compensation, distributions, tax planning, etc.)

Companies with these characteristics typically fall in the $2,500–$5,000+ range. More complex organizations with significant activity or specialized reporting may be higher. These ranges are consistent with professional industry norms for EA- and CPA-led firms.

Bookkeeping and payroll services are billed separately. We begin with a brief business interview so we can review your records, understand your structure, and provide a precise quote tailored to your situation. If you’d like, we can also outline a forward-looking tax strategy as part of that process.

What’s included

  • EA-level review and sign-off on every return
  • Cross-checked accuracy before e-file submission
  • Encrypted client vault with 7-year retention
  • Quick follow-ups and year-round responses
  • Mid-year check-in options for savings opportunities

🔒 Security, Accuracy & Optimization Review (SAO)

$25 (Included on every return)
Every return we file is routed through an additional layer of enterprise-level security and optimization—the same class of technology and protection trusted by large national organizations. SAO is our firm’s modern standard for keeping your data safe, your return accurate, and your tax outcome optimized.

  • Multi-layer document protection – encrypted storage, restricted internal access, and controlled handling across our systems.
  • Structured accuracy checks – a human-led review supported by carefully configured, private, enterprise-grade AI tools that improve precision and reduce common filing errors.
  • Optimization for potential savings – an added pass designed to help identify missed deductions, credits, or tax-saving opportunities relevant to your situation.

All tax data is processed inside a private, regulated environment that never uses your information to train public AI models. Your information stays confidential, protected, and used only to serve your tax preparation and planning needs.

🛡️ ProShield™ — Notice & Audit Representation

Most individual returns: $30–$75 • Most business Proshield is $55+.
ProShield ensures you never have to face IRS or state notices alone. If a tax agency contacts you about a return we prepared, we handle the entire process so you can stay focused on your life and business.

  • We handle the letters: notice review, transcript checks, and professional response drafts.
  • Up to $5,000 of our time is included for notice or audit representation for that tax year.
  • Included by default; you may request removal before payment if you prefer to manage notices yourself.

New Client Consultation — free, ~2 minutes

  • Purpose: confirm fit and provide a refined quote range based on your complexity category.
  • Attach last year’s return and note changes (states, business, rentals, major life events).
  • Optionally note that you’re interested in planning so we can propose the right future-looking package.
  • We reply by email with your personalized range, and if requested, a planning roadmap and next steps.
Start New Client Consultation

How it works

  1. Upload or drop off your documents.
  2. We prepare, review, and assign your final fee within your category range.
  3. You approve, we file, and handle any follow-up if needed.
  4. Optionally add an intelligent planning engagement to look ahead 1–5 years.
Secure Upload Drop Off

📈 Intelligent, Future-Focused Tax Planning

Once your return is complete, you can choose to go further. Our planning engagements use your actual data, multi-year projections, and AI-assisted scenario modeling to help you see “what happens if…” before you decide.

  • Multi-year projections: model 2–5 years of tax outcomes under different scenarios.
  • Entity & compensation strategy: S-corp vs. LLC, salary vs. distributions, and retirement funding.
  • Rental and investment decisions: buy/hold/sell comparisons with real after-tax numbers.
  • Quarterly check-ins: adjust as your income, states, or life events change—no surprises next April.
Explore Planning Options Ask about planning in your consult