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Fee Structure

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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In order to understand the full extent of forms your tax return requires, the preparer will need to fully prepare your tax return using the documents you load to their portal. 

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

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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 an itemized fee breakdown once your tax is prepared.

*Your taxes will not be filed until you sign and authorized the bank product form (should you choose to opt in). 

*Your fee disclosure will always be included in your signing package and must be reviewed by the you (taxpayer) and/or spouse if applicable.

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