Individual Tax Preparation Pricing

You should not have to schedule a consultation just to find out what professional tax preparation costs. TaxReturn.cpa uses clearly defined preparation levels based on the complexity of your individual income tax return.

Individual tax preparation starts at $595.

Tax Preparation Pricing at a Glance

Your preparation level is based on the tax situations included in your return. Answer a few questions and we will identify the level that appears to fit before you decide whether to move forward.

Standard

$595

Designed for relatively straightforward individual income tax returns.

  • W-2 income
  • Interest and dividends
  • Retirement income
  • Social Security
  • Routine brokerage reporting
  • Itemized deductions
  • Dependents and ordinary credits
  • One state return

Plus

$895

Designed for an individual return with one meaningful additional area of complexity.

  • One straightforward Schedule C business
  • One rental property
  • One K-1
  • An additional state return
  • More involved investment reporting
  • Comparable individual-return complexity

Complex

$1,295

Designed for individual returns involving multiple or more significant complexity areas.

  • Multiple rental properties
  • Multiple K-1s
  • Schedule C plus rental activity
  • K-1 plus rental activity
  • Multiple states
  • More substantial investment activity
  • Other combinations of complexity

Advanced

Custom Pricing

Certain individual returns require manual review before a final price can be determined.

  • Extensive rental portfolios
  • Foreign income, assets, or reporting
  • Significant record reconstruction
  • Unusually complex transactions
  • Specialized reporting requirements
  • Other matters outside the standard workflow

Not Sure Which Level Fits Your Return?

You do not need to figure it out yourself. Answer a few questions about your tax situation and we will identify the preparation level that appears to fit and show you the price.

See Your Price

How We Determine Your Preparation Level

Tax return complexity is not determined by the number of forms alone. We look at the underlying tax situations involved and the amount of professional work reasonably required to prepare and review the return.

For example, receiving a Form 1099 does not automatically make a return Plus or Complex. A taxpayer may receive several tax documents and still have a relatively straightforward return. On the other hand, a single rental property, Schedule C business, K-1, or additional state can materially change the preparation required.

If Your Return Turns Out to Be More Complex

Pricing is based on the information you provide during intake. If the documents you later provide reveal materially greater complexity, we will let you know before performing work outside the agreed scope.

Compare Tax Preparation Levels

Tax Situation Standard Plus Complex
W-2 / retirement / Social Security ✓ ✓ ✓
Routine interest and dividends ✓ ✓ ✓
One straightforward Schedule C – ✓ ✓
One rental property – ✓ ✓
One K-1 – ✓ ✓
Multiple complexity areas – – ✓
Significant foreign or specialized reporting – – Advanced Review

Examples are illustrative. The appropriate preparation level depends on the complete facts and circumstances of your return.

What Your Tax Preparation Fee Includes

Secure Digital Intake

Secure organizer, document upload, and client communication through our professional systems.

Professional Preparation

Preparation of the individual income tax return within the scope of your engagement.

Professional Review

Review through Boulanger CPA and Consulting PC's professional tax process before delivery.

Electronic Filing

Electronic filing of the completed return after your review and required authorization.

Secure Delivery

Secure electronic delivery of your completed tax return and filing documents.

Production Scheduling

The ability to select from available production dates after engagement and payment.

Services Not Automatically Included

Individual tax preparation pricing applies to the return described in your engagement. Other professional services are separate unless specifically included in a membership or engagement agreement.

  • Business entity income tax returns
  • Trust and estate income tax returns
  • Gift and estate tax returns
  • Amended tax returns
  • Bookkeeping or accounting reconstruction
  • IRS or state tax notices, except qualifying routine IRS notice assistance expressly included in a Coastline or Meridian membership
  • Tax audits and examinations
  • Tax controversy or representation
  • Separate advisory or planning projects unless included in a membership

Boulanger CPA and Consulting PC may provide some of these services separately.

Want CPA Support Beyond Tax Preparation?

Choose professional tax preparation on its own, or add year-round CPA support through Coastline or Meridian. Both memberships include your annual individual tax return, IRS account monitoring, routine tax assistance, and clearly defined services throughout the membership year.

Preparation Only

Professional tax preparation without a year-round membership

For individuals who want their tax return professionally prepared and reviewed by a CPA firm without ongoing membership services.

  • Annual federal individual income tax return
  • Applicable state income tax return preparation within the agreed scope
  • Professional CPA review
  • Secure online document submission and communication
  • Electronic filing after client approval and authorization
  • Secure delivery of completed returns
  • Choice of available tax preparation production dates

Year-round tax questions, IRS account monitoring, routine notice assistance, and proactive planning are not included.

Standard: $595

Plus: $895

Complex: $1,295

One-time preparation fee. Advanced returns are custom priced.

Coastline

Your taxes prepared. Your IRS account monitored. Your CPA firm available year-round.

For individuals who want more than annual tax preparation. Coastline combines professional tax filing with ongoing routine tax support, IRS account monitoring, and a written year-end tax check-in.

  • Annual individual tax preparation: Federal and applicable state returns within the selected complexity level.
  • Annual written year-end tax check-in: A structured written review of relevant year-end tax considerations.
  • Year-round routine tax questions: Submit qualifying questions through the secure client portal.
  • Two-business-day initial response target: For routine membership questions.
  • IRS account monitoring: IRS Advance Notice™ monitoring, subject to valid IRS authorization and activation.
  • Routine IRS notice assistance: Assistance with qualifying routine IRS notices within the defined membership scope.
  • Tax calendar and reminders: Relevant filing deadlines and estimated-tax payment reminders.
  • Automatic extension handling: Under the applicable membership procedures.
  • Secure client portal: Online document storage and professional communications.

Coastline does not include scheduled planning meetings, personalized tax projections, substantial advisory projects, business entity returns, bookkeeping, amended returns, tax audits, appeals, collection representation, or other tax controversy services. Routine IRS notice assistance is limited to qualifying matters described in the membership agreement.

Standard: $125/month ($1,500/year)

Plus: $150/month ($1,800/year)

Complex: $200/month ($2,400/year)

Annual membership commitment, billed in monthly installments.

Meridian

Everything in Coastline, plus proactive tax planning to help you prepare for what's ahead.

For individuals who want a proactive relationship with their CPA firm. Meridian adds scheduled planning meetings, personalized tax projections, and forward-looking recommendations to the year-round support included in Coastline.

  • Everything included in Coastline: Annual tax preparation, routine questions, IRS monitoring, qualifying routine notice assistance, reminders, extensions, and secure portal access.
  • Midyear tax planning meeting: One scheduled meeting of up to 60 minutes, generally May through August.
  • Year-end tax planning meeting: One scheduled meeting of up to 60 minutes, generally November through December.
  • Personalized annual tax projection: Forward-looking review based on available tax information and expected financial activity.
  • Estimated-tax review: Evaluation of estimated payment needs as part of the annual planning process.
  • Proactive planning recommendations: Tax planning considerations tailored to your individual circumstances.
  • Year-round routine tax questions: With a two-business-day initial response target.

Meridian includes two scheduled planning meetings, not unlimited meetings. The Coastline written year-end check-in is incorporated into Meridian's year-end planning process. Business entity returns, bookkeeping, amended returns, tax audits, appeals, collection representation, and substantial standalone advisory projects are not included unless separately engaged.

Standard: $225/month ($2,700/year)

Plus: $275/month ($3,300/year)

Complex: $350/month ($4,200/year)

Annual membership commitment, billed in monthly installments.

Membership year and enrollment: Coastline and Meridian memberships run from November 1 through October 31. New membership enrollment is available November 1 through April 1. Preparation Only does not require an annual membership.

Annual commitment: Monthly amounts are installments toward the full annual membership fee, not month-to-month subscriptions. The full annual fee, any applicable catch-up amount, and payment, cancellation, and automatic renewal terms are disclosed in your engagement agreement before enrollment. The annual commitment is subject to applicable law.

IRS account monitoring: Monitoring requires valid IRS authorization and successful activation. Monitoring cannot begin until the required authorization is obtained. The membership remains subject to its annual fee and terms if monitoring cannot be activated because required client authorization is not provided or accepted, subject to applicable law.

Scope of services: Membership services are subject to the definitions, eligibility requirements, scheduling provisions, exclusions, and limitations in the applicable engagement agreement. Tax controversy representation and services outside the membership scope require a separate engagement.

No "Call Us for Pricing"

We believe you should be able to understand the likely cost of your tax preparation before committing to a sales call or becoming a client.

Complete the questionnaire, see your preparation level and price, review current production availability, and decide whether you would like to move forward.

Find Your Tax Preparation Price

Answer a few questions about your tax situation to identify the preparation level that appears to fit your return and see the applicable price.

No consultation is required to get started.

See Your Price