How much to have Jen prepare your taxes? Use this tool to get an estimate! This is not a guaranteed price, like any calculator it's only as good as the info you put into it, but it should give you a good ballpark! This is the best quote I can give you without actually doing your taxes, please do not email asking for a more specific quote. Thank you! :)
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List of things that can increase the complexity of your taxes:
(Note, this list is not exhaustive! Small counts as 1, Medium as 2, High as 3-4) Small increases: More than 5 income documents Dependents or Head of Household Teacher and student loan deductions Education Credits Medium increases: Health Insurance-related issues like Marketplace subsidies, self-employed deduction, state exemptions, HSAs Stock or Crypto Transactions IRA deductions or simple rollovers Child Care Credits EITC (credit for lower income people) Simple Schedule Cs (1099NECs) Itemized Deductions - Mortgage interest and property taxes, monetary charity or medical expenses, taxable refunds Analysis - Estimated Payments and Joint vs Separate High increases: Complex Schedule Cs - lots of spreadsheet work and deductions Home offices, Vehicle expenses and Depreciation on a Sch C Rental Income - deductions, depreciation K-1s Large Item Charitable Deduction Foreign Tax Credit IRA Roth Conversions Non-Resident Alien return Insolvency for Cancellation of Debt Sale of your home or business items State stuff - deductions, credits, part-year residency Extra research or analysis of any unusual issues |
More info for pricing (all of this is incorporated into the quote above)
Base return price starts at $200 and increases based on complexity.
Each state starts at base price $15
(note for states - you only have to file in states you lived or worked in during 2024, refunds from states you filed for 2023 do not add states)
Early bird schedule for 2024 (date is when all tax documents are uploaded including spreadsheets, and the Organizer is filled out and submitted)
By Jan 26 $50 off
By Feb 2 $45 off
By Feb 9 $40 off
By Feb 16 $35 off
By Feb 23 $30 off
By Mar 2 $25 off
NEW! Extension Discount!
If there are regular season spots left, but you elect to do an extension, I will give you a discount!
Extension with Estimate from Jen - $10 discount
Extension with your own Estimate - $20 discount
Note, this is only available if you would qualify for a regular season spot, if you get an extension because I am full this discount does not apply!
Procrastinator charge
After Aug 17 +$10
After Aug 24 +$20
After Aug 31 +$30
After Sep 7 +$40
After Sep 14 +$50
All dates are the same for both appt and email returns.
Early bird discounts are only for current year returns (2024), previous year returns not eligible.
Other discounts
$5 off per year you are with me after your first! (Limit 11 years, $50 off)
Sliding scale: $20 off for incomes under $15k, $15 off for incomes between $15k and $30k, $10 off for incomes between $30k and $45k, and $5 off for incomes between $45k and $60k.
What can I do to keep the price down?
A lot of things are of course out of your control, like how many docs you have or needing to do deductions or credits. But you can be as early as possible, responsive to emails from me, and fully fill out my forms and spreadsheets to the best of your ability so it doesn't take extra work to get you finished.
Other services:
Amended returns start at $30 base plus $10 per state for returns I did originally, with additional charges depending on what needs changing (Amendments due to preparer error are free of charge).
Amending returns that I did not do originally is the same price as doing the original return.
Other tax planning or money consulting is at the rate of $80 per hour for tax clients, $100 for non-tax clients, time can be pro-rated.
Pricing Data Points:
For Tax Year 2023, the median base price for returns was $285 (base price does not include any discounts or states). The middle 50% range for the base price was from $220 to $310, meaning 50% of clients' base price was in this range.
For Tax Year 2023, the median overall cost for returns was $260 (so including discounts and states). The middle 50% range was $205 to $330, meaning 50% of clients' tax prep free fell in this range.
The median client had a complexity level of Medium, had been with me 4 years (so got a returning discount of $15), had 1 state for $15, and got a $25 early bird discount.
This is not a guarantee that your price will be in this range, but it gives you an idea of the price of a median client.
Base return price starts at $200 and increases based on complexity.
Each state starts at base price $15
(note for states - you only have to file in states you lived or worked in during 2024, refunds from states you filed for 2023 do not add states)
Early bird schedule for 2024 (date is when all tax documents are uploaded including spreadsheets, and the Organizer is filled out and submitted)
By Jan 26 $50 off
By Feb 2 $45 off
By Feb 9 $40 off
By Feb 16 $35 off
By Feb 23 $30 off
By Mar 2 $25 off
NEW! Extension Discount!
If there are regular season spots left, but you elect to do an extension, I will give you a discount!
Extension with Estimate from Jen - $10 discount
Extension with your own Estimate - $20 discount
Note, this is only available if you would qualify for a regular season spot, if you get an extension because I am full this discount does not apply!
Procrastinator charge
After Aug 17 +$10
After Aug 24 +$20
After Aug 31 +$30
After Sep 7 +$40
After Sep 14 +$50
All dates are the same for both appt and email returns.
Early bird discounts are only for current year returns (2024), previous year returns not eligible.
Other discounts
$5 off per year you are with me after your first! (Limit 11 years, $50 off)
Sliding scale: $20 off for incomes under $15k, $15 off for incomes between $15k and $30k, $10 off for incomes between $30k and $45k, and $5 off for incomes between $45k and $60k.
What can I do to keep the price down?
A lot of things are of course out of your control, like how many docs you have or needing to do deductions or credits. But you can be as early as possible, responsive to emails from me, and fully fill out my forms and spreadsheets to the best of your ability so it doesn't take extra work to get you finished.
Other services:
Amended returns start at $30 base plus $10 per state for returns I did originally, with additional charges depending on what needs changing (Amendments due to preparer error are free of charge).
Amending returns that I did not do originally is the same price as doing the original return.
Other tax planning or money consulting is at the rate of $80 per hour for tax clients, $100 for non-tax clients, time can be pro-rated.
Pricing Data Points:
For Tax Year 2023, the median base price for returns was $285 (base price does not include any discounts or states). The middle 50% range for the base price was from $220 to $310, meaning 50% of clients' base price was in this range.
For Tax Year 2023, the median overall cost for returns was $260 (so including discounts and states). The middle 50% range was $205 to $330, meaning 50% of clients' tax prep free fell in this range.
The median client had a complexity level of Medium, had been with me 4 years (so got a returning discount of $15), had 1 state for $15, and got a $25 early bird discount.
This is not a guarantee that your price will be in this range, but it gives you an idea of the price of a median client.
