INDIVIDUAL

BASIC
$175

Form 1040 + One State

Schedule A

Schedule B

Yearly Review

INTERMEDIATE
$250 – $400

Schedule C or D

Schedule E

Semi-Annual Review

Estimate Projections

ADVANCED
$400 – $1,500

Schedule K-1

Schedule D & C

Schedule H

Quarterly Review

BUSINESS ENTITIES

BASIC
$250

Tax Return Only

Adjusting Entries

Semi-Annual Review

INTERMEDIATE
$500 – $1,000

Year-End Planning

Projection Planning

Quarterly Review

ADVANCED
$1,000+

Complex Transactions

Multiple Owners

Advanced Research