Our Tax Service Fees

Maximizing deductions you might miss with DIY software.

We believe in clear, value-driven pricing. To help you understand the investment for our expert tax preparation services, we've structured our fees into straightforward tiers.

Discover which tier best aligns with your needs and explore the comprehensive services included.

    • Price: Free!

    • Best for: Individuals or couples that want to learn more about our firm, process, fees or have a basic tax or business question they would like to discuss.

    • What's Included: Complimentary 15-minute consultation to discuss your needs, review your prior year returns, and find the right service tier for you.

    • Price: $150 (follow-ups and repreparation priced separately)

    • Best for: Individuals who prefer to prepare their own taxes using software (e.g., TurboTax, H&R Block) and are seeking to ensure accuracy and maximize deductions on their self-prepared returns and peace of mind.

    • What's Included:

      • Meticulous examination of your self-prepared tax return by a seasoned CPA.

      • Potential identification of missed deductions, credits, and tax-saving strategies.

      • Reduction of costly errors or misinterpretations that could lead to IRS issues.

      • Optimization of your tax outcome (i.e., potential higher refunds or lower amounts due).

      • Peace of mind.

    • Price: $300 - $400

    • Best for: Individuals or couples with straightforward tax situations (W-2 income, standard deduction, student loan interest).

    • What's Included:

      • Federal & 1 State Tax Return (e.g., NJ or PA)

      • Virtual consultation

      • Dedicated online client portal for secure document upload

      • Electronic filing

      • Explanation of your completed return

      • Secure digital document storage for 7 years

      • Optional Add-on: Additional state filing ($100)

    • Price: $400 - $650

    • Best for: Individuals with a bit more complexity (multistate or multiple income sources, basic gig income, investments, potential itemized deductions) or those seeking basic tax planning.

    • What's Included:

      • Everything in "Essential Tax Prep"

      • Preparation of Schedule C (simple) and/or Schedule B (interest/dividends)

      • More in-depth (30-45 min) virtual or in-person consultation (client's choice)

      • Proactive basic tax planning tips for the upcoming year (e.g., W-4 adjustments, IRA contributions)

    • Price: $650 - $900+ (depending on complexity)

    • Best for: Small business owners, those with significant investment activity, rental properties, or needing more detailed tax and financial strategy support.

    • What's Included:

      • Everything in "Enhanced Tax & Planning"

      • Preparation for complex Schedule C, Schedule D, or Schedule E (rental)

      • More extensive tax planning discussion (e.g., estimated taxes for self-employment, optimizing business expenses, entity structure considerations)

      • Access to one of our tax partners for ad-hoc questions throughout the year

      • Optional Add-on: IRS or local audit support