Basic Personal Returns
Value: $360
- Clients over 50: $199
- Clients under 50: $269
New client special!*
- Clients over 50: $99
*Includes Federal, State, and Electronic Filing. Applies to Personal Income Tax Returns Only. Can include Extended Tax Processing Plan for an additional $49.
Complex Personal Returns
Value: $600
- Clients over 50: $299
- Clients under 50: $379
Includes up to 10 items on Schedule D. $10 per additional item.
New client special!*
- Clients over 50: $218
*Includes Federal, State, and Electronic Filing. Applies to Personal Income Tax Returns Only. Can include Extended Tax Processing Plan for an additional $49.
Trust Returns
We service Charitable Lead Trusts (CLT), Charitable Remainder Unitrust (CRUT), Charitable Remainder Annuity Trust), Net Income with Makeup Charitable Remainder Unitrust (NIMCRUT), and Irrevocable Estate Trusts. These returns can run from about $250 – $1,500+ depending on complexity. Please contact us for a quote.
Corporate & Partnership Returns
We service these returns, which include Forms 1120, 1605, Schedule C, and Schedule F. Contact us for a quote.
Tax Consultations
Consultations with our CPA to discuss how you can save on your taxes, at a rate of $150/hr. Shorter consultations are available for lower prices. Book here!
REFERRAL CREDITS
Your referral is our greatest compliment! If your friend does their taxes with us, you will get a $25 credit towards your next bill from Real Wealth Tax & Accounting (not eligible to apply this credit towards this year’s tax preparation service.)