2026 Fee Schedule
Effective January 1, 2026. Tiered pricing for Tax Year 2026 return preparation.
••••
Individual Tax Preparation Tiers
Choose the tier that best fits your tax situation
Tier One
$450
Starting at
- •Basic Form 1040 series
- •Includes W-2s
- •1099-R
- •Social Security benefits
Tier Two
$675
Starting at
- •1099-Int
- •1099-Div
- •Schedule A
- •Schedule B
- •One (1) Schedule C with no assets
- •Education expenses
- •Partial or no health insurance
Tier Three
$875
Starting at
- •Multiple Schedules C
- •Schedule D
- •Schedule E for Rents and/or Royalties
- •Any other required forms
Additional Policies & Services
Tax Consultation
$250 per hour for tax planning, consultation, review, questions
Does not include tax preparation
Extensions
- •You must request an extension by April 10 before one is filed for you
- •$75 will be added to your invoice
Electronic Records Retention
- •Returns include a paper copy and/or an electronic copy of your return in PDF format
- •Each records request after tax season is $100
- •If you want documents scanned and retained, add $100 due at time of filing
- •Original documents are not kept
- •Electronic copies purged 3 years after the date of filing
Payment Policy
NO TAX RETURN WILL BE FILED WITHOUT PAYMENT OR SIGNED AUTHORIZATION
NO EXCEPTIONS
CASH OR CHECK ONLY
Not sure which tier applies?
Submit a request and Lynn will confirm what applies based on your situation. Appointments are required before visiting the office location.