What do we cost?

Taxpayers considering hiring professionals to provide Tax Preparation Service often focus on the Cost. While this is a natural concern, other factors should be considered. Our knowledge of tax laws demonstrates results that save our clients more money than other offices. Our clients either experience larger refunds or lower tax bills that far exceed our invoice in contrast to the prior preparer. Example: Would you rather pay a preparer $250 and have a tax bill that is higher by $1,500; or realize a lower tax bill to the governments totaling $1,500, and you pay the preparer $500. You gain $1,250 in your pocket! 

Our clients usually benefit by far more than the possible cost increase in services. When the Tax Professional's service benefits your results, that office is providing a better service and has earned a compensation higher than the deficient office. The selection of the Tax Preparer Office will determine the quality of the results experienced. 


Our average tax return price will range from $350 to $650. This price can be reduced by many of the discounts listed below. Details on pricing for service are (for most returns) listed below.


  • Referral Discount: $30 each new referred client (Qualify: Form 1040 with Schedule C or E)
  • First Responders Discount: $30 (Law Enforcement, Fire Fighters, PG & E)
  • New Client Discount: $30 each new client (Non-Child Care ONLY)
  • Child Care Providers: $50
  • Full Payment at Appointment by Check or Cash: 5% (up to $25)
  • No Appointment in Office: 10% (up to $50)
  • *NEW! EARLY SCHEDULING SPECIAL:  (*only applicable with Schedule A)
    • Receive $75 OFF when you schedule your appointment to have your tax return completed between January 20th - February 1st
    • Receive $50 OFF when you schedule your appointment to have your tax return completed between February 3rd - 14th

Lower Prices with No In-Office Appointment (Silent Return): Here's how to lower your price:

  • Upload Document by use of ShareFile, our Free Secure Portal
  • Mail or Ship Documents via USPS, FedEx, UPS
  • Fax Documents to (707) 205-1514
  • Drop off Documents with Staff at our Windsor Office

General Pricing List

Minimum Price for Office Appointment Start at: $350 (1 hr.),  $175 (30 mins.)

Form 1040/540 with Schedule A

  • In Windsor Office:        $490
  • In Petaluma Office:      $550
  • Video Conference: (Billed every 15 minutes)
    • During Filing Season (February 1st - April 15th):     $400/hr
    • During Extension Season (August 15th - October 15th):    $400/hr
    • Off Filing/Extension Seasons:      $200/hr


  • 1040 w/o Schedule A:  $ 200
  • 1040 w/ Federal Schedule A:  $490
  • 1040 w/ Schedule A & CA Form 2106:  $525
  • Head of Household Calif Form 3532:  $25
  • Schedule C (Business) Additional:  $100 to $300 (depending on content)
  • Schedule E (Rental) Additional:  $125 to $250
  • Elections:  $10 each
  • Non-cash Donation Form 8283:  $5 each entry
  • Schedule D (Gains and Losses) & Form 8949 Assets Sales 
    • Stock Sales:  $5/transaction
    • Property/Home Sale:  $100 to $200
  • K-1 recording:  $50 to $200
  • Child Tax Credit Form 8812:  $25
  • Earned Income Credit:  $25
  • Due Diligence Form 8867:  $25
  • Child Dependent Care Form 2414:  $25
  • Education Credit Form 8663:  $50    
  • Rescheduling Fee (Less than 3-day notice):  $50
  • Petaluma Office Additional Charge:  $60

Scheduling Options:


January 20th - February 1st:  $75 OFF

February 3rd - 14th $50 OFF 

January, February, March

  • Windsor Office; In Office, In-Person
  • Petaluma Office; In Office, In-Person
  • Drop Offs at Windsor
  • ShareFile Uploads
  • Ship by Fed-Ex, UPS or USPS

Windsor or Petaluma Appointment Availability 

  • Monday - Sunday in Windsor Office or Scheduled day at Petaluma Chamber of Commerce 
    • General appointment times: 9 am - 6 pm
    • Saturday/Sunday: 10 am - 5 pm at Windsor Office by appointment 
    • Petaluma Chamber of Commerce: 9 am - 6 pm by appointment 
  • Windsor Office - staff hours: Monday - Friday - 9 am - 5 pm


Have Questions About Pricing?
Call us to get a quote on what your specific tax needs will cost at:



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