Transparent Tax Prep Pricing (Federal + 1 state included)
Choose the level of support you want — from async CPA review to a guided interview. Remote or in-person in Oakbrook Terrace, IL.
- CPA Review
- Secure Portal
- Upfront Pricing
- E-File Included
Encrypted in transit & at rest • SOC 2 readiness in progress • Online-first CPA support
Personal Tax Filing
Prices below include Federal + 1 state (Illinois included), CPA review, and e-file. Your final fee is confirmed after intake before we prepare and file.
Most Popular
1040 Verify (Async)
CPA review + e-file — no meeting required.
$99
What’s included
- Secure online intake + document upload
- CPA review of your inputs/documents
- 1 round of clarifying questions via portal/messages
- E-signature + e-file (Federal + 1 state)
- PDF copy of filed return + summary
Good fit for
- W-2, 1099-INT/DIV, standard deduction
- Simple credits and typical single-state filing (Illinois)
Multiple states, self-employment, rentals, K-1s, high-volume trades/crypto may increase price.
Start Intake1040 Guided (Interview)
Includes a 30-minute interview (remote or in-office).
$179
What’s included
- Everything in 1040 Verify
- 30-minute tax interview (video or Oakbrook Terrace, IL)
- Live Q&A to resolve missing items quickly
- Upfront recommendation of add-ons/upgrades before prep begins
Good fit for
- Itemizers / homeowners
- Active investing (brokerage forms)
- Clients who want a human walkthrough
1040 Premium (Complex)
For complex personal returns — we quote upfront after intake.
$279+
What’s included
- CPA prep + review + e-file
- Clear, upfront quote after intake
- Priority handling for complex documentation
Good fit for
- Self-employment (Schedule C) or multiple 1099s
- Rentals (Schedule E)
- K-1s, multi-state, high-volume trades/crypto
AI Planning Membership (year-round)
Simple tiers with a clear path to a call for complex situations.
Planning Essentials
Async planning Q&A via portal/chat.
$199/mo
What’s included
- Quarterly estimates + due dates
- 1 scenario pack/month (tables/charts)
- If complex: book a call
Good fit for
- Solo owners
- W-2 + 1099s
- Simple scenarios
Planning Plus
Includes one 30-minute call each month.
$349/mo
What’s included
- Everything in Essentials
- 1x 30-min call/month (remote)
- Priority turnaround
Good fit for
- Multiple income sources
- Higher planning cadence
Complex / high-net-worth / multi-entity: book a call for a custom quote.
Bookkeeping (starting)
Bookkeeping Starter — $299/mo (starting)
- Monthly categorization + reconciliation
- Monthly P&L + balance sheet
- Cleanup/catch-up quoted separately
Common Add-Ons (So You Know What Changes Price)
We confirm your total price after intake before we begin preparation.
- Additional state return (with 1040 Verify)
- +$49
- Additional state return (with 1040 Guided / Premium)
- +$75
- Self-employment (Schedule C)
- +$125 or upgrade to 1040 Premium (depending on complexity)
- Rental property (Schedule E)
- +$125 per property
- K-1 forms
- +$75 each (beyond the first)
- High-volume 1099-B / crypto
- +$75–$200 (depends on volume and data quality)
Business Tax Returns
Business returns vary more due to bookkeeping quality and complexity. We provide upfront quotes after intake.
- Form 1065 (Partnership)
- $799+
- Form 1120S (S-Corporation)
- $799+
- Form 1120 (C-Corporation)
- $999+
- Owner Bundle (Entity + Owner 1040)
- $2,250+ (quoted after intake)
If books need cleanup/catch-up, we’ll quote a fixed cleanup fee or bill hourly.
How It Works
Remote or in-person interviews available in Oakbrook Terrace, IL (limited slots during peak season).
- 1
Start intake
5–10 minutes
- 2
Upload documents
W-2s, 1099s, etc.
- 3
CPA review + questions
Portal messages or interview
- 4
E-sign + e-file
Receive PDFs + summary
Have questions before you start?
Send a quick note about planning, filing, or bookkeeping and we’ll respond within one business day.
Contact the team
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Office
Online-first firm based in Illinois • Serving clients nationwide
Remote meetings by appointment
Ready to start?
We’ll confirm your total price after intake and before we prepare and file.
Start IntakePricing shown is starting pricing and assumes timely, complete documentation. Final fee depends on complexity (states, schedules, forms, data quality). We will confirm your total price before preparing and filing. This website provides general information and does not constitute legal advice.