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 $650.

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

$650

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

$995

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

$1,495

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.

  • 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
  • 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?

During the annual enrollment period, eligible clients may choose a year-round service option that includes their individual tax return.

Preparation Only

Professional preparation and filing of your individual income tax return.

$650 / $995 / $1,495

Coastline

Your individual tax return plus year-round CPA support during the membership year.

Standard: $125/month

Plus: $150/month

Complex: $200/month

Meridian

Your individual tax return plus a more proactive year-round CPA relationship with expanded support and tax planning.

Standard: $225/month

Plus: $275/month

Complex: $350/month

The membership year runs from November 1 through October 31. New membership enrollment is available from November 1 through April 1. Preparation Only does not require a year-round membership.

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