New Client Tax Prep Pricing

The Goldilocks of tax prep — not a chain, not a pop-up, not big-firm overhead. We work for you.

We specialize in S-Corps, partnerships, 1099/self-employed businesses, and rentals. We uncover legitimate savings and build year-round plans.

1) The Goldilocks fit

Careful work, fair pricing, and follow-through—without chain shortcuts or big-firm overhead.

2) ProShield™: correspondence + audit assistance

If the IRS or MN contacts you about a return we prepared, we handle covered items in-house.

3) Year-round planning

Withholding/estimates and business/life changes—planning that continues after filing.

Pricing anchor: Most W-2/retirement returns start at $295. Itemizing, investments, rentals, or 1099 income typically land between $395–$1,095 after review.

New clients only. Returning clients are quoted each year based on scope and record quality.

Published quote ranges (new clients)

Starting ranges for typical cases. Final quote depends on forms, states, volume, and record quality. Scope changes are confirmed before we continue.

What changes the quote
  • States: multi-state filing needs
  • Forms: K-1s, multiple 1099s, brokerages, entities
  • Volume: more accounts, more transactions, more schedules
  • Record quality: missing items, cleanup, rebuilds

Not included: bookkeeping/cleanup, amended returns, payroll, or representation unrelated to a return we prepared.

Minnesota Property Tax / Rent Refund (M1PR): Starts $95 (most $95–$125) • Current clients only.

Essentials (1040)
W-2 / retirement • common forms
Often higher if: itemizing, multiple states, higher form volume.
$295–$495Final quote after review
Standard (1040)
Itemizing, credits, moderate complexity
Often higher if: multiple brokerages, multi-state, heavy volume.
$395–$595Final quote after review
Complex (1040)
Investments, multi-state, K-1s, higher volume
Often higher if: multiple K-1s, heavy trading, reconciliation/cleanup.
$525–$725Final quote after review
Rental Property (Schedule E — 1 rental)
Depreciation review included
Often higher if: multiple properties, new assets, incomplete records.
$695–$895Final quote after review
Self-Employed / 1099 (Schedule C)
Business income/expenses • optimization support
Often higher if: mixed accounts, multiple platforms, inventory, cleanup.
$845–$1,045Final quote after review
S-Corp / Partnership (entity return only) (click to open)

This is for the S-Corp (1120-S) or Partnership (1065) return only. Owner/personal returns are quoted separately. Final quote depends on books/records, states, owners/K-1s, and volume.

Starts at
Tax-ready books • single-state • straightforward activity
Often higher if: additional states, multiple owners, more forms, or messy records.
$950+Entity starting point
Most land between
Typical business activity • normal form volume
Often higher if: multi-state filings, more accounts, reconciliations, more schedules.
$1,450–$2,250Common range
Complex can be
Multi-state • heavy volume • cleanup/rebuild risk
Common drivers: non–tax-ready books, lots of transactions, special issues, multiple owners/K-1s.
$2,500+Higher complexity

Not included: bookkeeping/cleanup, payroll filings, or representation unrelated to a return we prepared.

What’s included

  • ProShield™ (in-house) for covered correspondence + audit assistance tied to returns we prepare. Details →
  • EA review + two-layer checks before e-file.
  • Year-round access (typical replies in 1–2 business days, Mon–Fri).
  • Planning help when needed.

Often separate: bookkeeping/cleanup, amended returns, payroll, and representation unrelated to a return we prepared.