Tax Services Fees & Information

Fees are based on the level of service, complexity, and compliance requirements.

Tax service fees are determined by the scope of work involved, the level of responsibility required, and the complexity of the client’s tax situation. Fees are not based on refund amounts and may vary depending on documentation, reporting requirements, and additional services needed to complete the work accurately. All preparation and service fees apply even if a return is not filed.

Individual Tax Preparation

Simple W-2 Return Only — $400
For clients with W-2 income only and no dependents.

W-2 Return with Dependents/Credits — $550
For clients with W-2 with dependents or refundable credits that require additional schedules and due diligence.

Self Employment Returns

Schedule C (Sole Proprietor) — Starting at $800
Includes one business activity with reasonably organized records.
Additional fees may apply if records are incomplete or additional review is required.

Complex Business Returns

S-Corporations & Partnerships — Starting at $1,400
Includes Form 1120-S or Form 1065, K-1 preparation, and compliance review.
Does not include payroll filings, bookkeeping cleanup, or prior-year corrections.

Additional Tax Services

Services below are not included in standard tax preparation fees and are billed separately when applicable.

Amended Return – Missing Form: $200
Applies when a client provides additional tax documents after a return prepared by our office has already been filed.

Income Reconstruction — Starting at $300

Applies when income or expenses were not properly tracked and must be reconstructed using bank statements, payment platforms, or other financial records.

Service includes:

Review of available financial documentation

Categorization of income and expenses

Reconstruction of records for tax reporting purposes

Preparation of summarized figures for tax filing use

Final fee is based on volume of transactions, number of accounts, and overall complexity.
This service does not include bookkeeping or ongoing financial management
Required when income or expenses were not tracked and records must be reconstructed from bank statements or payment platforms.

Tax Return Review (Second Opinion) — $500

Comprehensive review of a previously filed tax return to identify potential errors, omissions, or areas of concern.

Service includes:

Line-by-line review of the filed return

Evaluation of income, deductions, and credits

Written summary of findings and recommendations

This service does not include tax preparation, amendments, or IRS correspondence.

Wage & Income Transcript Retrieval — $350

Retrieval of unmasked IRS Wage & Income transcripts to verify reported income and third-party reporting.

Service includes:

IRS transcript request and authorization processing

Retrieval of Wage & Income transcripts

Secure delivery of transcripts to the client

This service does not include tax preparation, corrections, or IRS notice resolution.

IRS Standard Installment Agreement — Starting at $1,400

Setup and submission of a standard IRS installment agreement for taxpayers who owe a balance and are seeking a structured payment plan.

Service includes:

Review of IRS balance due and account status

Verification of filing compliance and eligibility

Analysis of payment options and monthly affordability

Preparation and submission of required IRS forms

Coordination and communication related to installment agreement setup

Government fees not included.
Does not include tax preparation, audit representation, appeals, or penalty abatement.
Setup of a standard IRS payment plan. Government fees not included.

Tax Services pricing shown applies to Signature Premier Services direct clients. Partner pricing, packages, and intake instructions may differ.

Important Fee Disclosures

  • Preparation fees apply whether or not a return is filed

  • Filing is separate from preparation

  • Bank products are conditional upon filing through our office

  • Additional fees may apply if scope of work changes