2027 tax season
Price list & estimate
Federal + New York return from $175, with NYC tax included — no separate state fee. Every price is explained and agreed with you before we begin.
Build your estimate
Tick what applies to you. This adds up our minimum prices for a personal return. It is a starting estimate, not a quote.
Price list
Minimum fee for each service, effective January 1, 2027. Our fee is never based on the size of your refund.
Personal returns
| Service | Minimum fee |
|---|---|
| Federal 1040 + New York return, up to 3 W-2s — includes NYC tax, e-filing and a copy of your return | $175 |
| Each additional W-2, 1099 or other income form | $10 |
| Each dependent claimed (child tax credit / earned income credit review) | $25 |
| Marketplace health coverage (Form 8962) | $25 |
| Education credits (Form 8863) · Child care credit (Form 2441) | $25 each |
| Interest & dividends (Schedule B), up to 3 forms; each additional $10 | $50 |
| Itemized deductions (Schedule A) | $100 |
| Investment sales (Schedule D / 8949), up to 20 transactions; each additional 10: $25 | $125 |
| Rental income (Schedule E), first property; each additional $100 | $175 |
| Each additional state return | $75 |
Self-employed & business
| Service | Minimum fee |
|---|---|
| Self-employment (Schedule C), gross receipts under $10,000 | $150 |
| Schedule C, $10,000 to $50,000 | $250 |
| Schedule C, over $50,000 or more than one business | $400 |
| Partnership return (Form 1065, 2–3 partners) | $800 |
| S corporation return (Form 1120-S, basic) | $1,000 |
| C corporation return (Form 1120, basic) | $1,200 |
| Monthly bookkeeping (by number of transactions) | $150–$500/month |
| Payroll (by number of employees) | $75–$250/month |
| NYS sales tax return (ST-100 / ST-101) | $75–$150 per filing |
Other returns & services
| Service | Minimum fee |
|---|---|
| Prior-year return (per year) | $200 |
| Amended return (free if the error was ours) | $150 |
| Tax advisory & planning consultation | $80 |
Factors that may increase your fee
| Factor | Additional fee |
|---|---|
| Organizing receipts, bank statements or incomplete records | $50 per hour |
| Rush service (return completed within 24–48 hours) | $75 |
| Paper filing instead of e-filing | $25 |
| Changes after the 2nd revision of a return | $50 |
| Foreign income or foreign accounts (Forms 2555 / 8938 / FBAR) | $100–$250 |
| Refund transfer — optional bank product (Pathward, N.A., Member FDIC) | $39.95 first refund +$14.00 each additional |
Pay from your refund — optional. Don't want to pay upfront? You can choose to have our fee taken from your refund through a refund transfer with our bank partner, Pathward®, N.A., Member FDIC. The bank fee is $39.95 for the first refund deposited and $14.00 for each additional refund (for example, your state refund). A check-printing fee may apply if your refund is sent by check. The refund transfer is a price-based service. The IRS is in no way involved in or responsible for the refund transfer. It is not a loan, and it does not make your refund come faster. You can always pay us directly instead and have your full refund deposited into your own bank account.
We follow New York State and New York City tax preparer rules: posted prices, the Consumer Bill of Rights Regarding Tax Preparers before we discuss your return, and a signed estimate of all fees.
Prices are minimums and include e-filing, a copy of your return, and help understanding IRS or NYS letters. Before we begin, you receive an itemized Estimate of All Fees, printed or by email, to review and sign. A 50% deposit may be requested on returns over $300. Discounts: one per return, individual returns only. Payment: cash, check, Zelle, Cash App, debit or credit card.
Offers this season: first-time filers, students, free review of last year's return, refer a friend, Early Bird and the TEMA Pass for seniors 65+ and veterans — see the details.