Once we connect you with a trained tax expert, they will begin discussing your current tax scenario, concern, or situation. Without actually preparing your tax return, your tax expert cannot quote you on a price because our pricing is based by form.

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To understand the full scope of your return, the preparer will need to complete the tax preparation process using the documents you upload to their secure portal. This allows them to identify all necessary forms before providing a detailed fee disclosure.

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Here is an example of what a tax return may be priced as:

(Please note this is for illustration purposes only. Actual fees vary based on each client’s forms and filing requirements.)

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Tax Scenario: Single Taxpayer with 1 W2 form

Form 1040: $300

W2: $75

Total Prep Fee: $375

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Tax Scenario: Taxpayer with 2 Dependents and Schedule C

Form 1040: $300

Dependents: $50 (2)

EIC Checklist: $75

Schedule C: $200

Total Prep Fee: $675

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Ask your tax preparer for a full itemized fee breakdown once your tax return has been prepared.
Your return will not be filed until you review and sign all required disclosures, including any bank product forms if you choose to use a Refund Transfer.
Your fee disclosure will always be included in your signing package and must be reviewed by you (and your spouse, if filing jointly).