Tax Return Pricing

Basic Personal Returns

Value: $300

  • Clients over 50: $179
  • Clients under 50: $239

New client special!*

  • Clients over 50: $99
  • Clients under 50: $159

*Includes Federal, State, and Electronic Filing. Applies to Personal Income Tax Returns Only. Can include Extended Tax Processing Plan for an additional $49.


Complex Personal Returns

Value: $500

  • Clients over 50: $249
  • Clients under 50: $329

Includes up to 10 items on Schedule D. $10 per additional item.

New client special!*

  • Clients over 50: $169
  • Clients under 50: $249

*Includes Federal, State, and Electronic Filing. Applies to Personal Income Tax Returns Only. Can include Extended Tax Processing Plan for an additional $49.


Trust Returns

We service Charitable Lead Trusts (CLT), Charitable Remainder Unitrust (CRUT), Charitable Remainder Annuity Trust), Net Income with Makeup Charitable Remainder Unitrust (NIMCRUT), and Irrevocable Estate Trusts. Contact us for a quote.


Corporate & Partnership Returns

We service these returns, which include Forms 1120, 1605, Schedule C, and Schedule F. Contact us for a quote.


REFERRAL CREDITS

Your referral is our greatest compliment! If your friend does their taxes with us, you will get a $25 credit towards your next bill from Real Wealth Tax & Accounting (not eligible to apply this credit towards this year’s tax preparation service.)