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Pricing

Most tax services won't tell you the price until the work is already underway. Here are the four packages, exactly what each one covers, and exactly what each one costs. One flat fee per package, published before you commit to anything.

Individual returns

Tiers 1–2

Essential W-2

Form 1040 · One state

$125 Flat fee. Federal and one state return included.

Employees and individuals with straightforward situations. Same price for any filing status, whether you file single or as a married couple.

Includes

  • Federal and state return
  • Audit defense through Protection Plus
  • W-2 income
  • Standard or itemized deduction analysis
  • Common credits and deductions
  • 1099-INT, 1099-DIV, 1099-R
  • Student-related tax documents
  • Basic tax-planning review
  • Electronic filing
  • Refund or balance-due explanation
  • One-on-one review with your preparer

Self-Employed / Homeowner

Form 1040 · Schedule C · Schedule A

$200 Flat fee. Federal and one state return included.

Freelancers, contractors, 1099 workers, rideshare and delivery drivers, homeowners, and anyone with several sources of income.

Everything in Essential W-2, plus the below

  • Schedule C self-employment income
  • Business expense analysis
  • Mileage and business-use analysis
  • Homeowner deductions and credits where applicable
  • Additional self-employment forms
  • More comprehensive deduction review
  • Tax-saving opportunities review

Property & investment returns

Tiers 3–4

Rental Property Starter

Schedule E · 1–2 properties

$349 Flat fee. Federal and one state return included.

Individual landlords with one or two rental properties.

Everything in Self-Employed / Homeowner, plus the below

  • Schedule E rental-property reporting
  • Rental income and expense analysis
  • Depreciation calculation
  • Mortgage interest, property taxes, insurance
  • Repairs, maintenance and utilities
  • Advertising and management expenses
  • Rental travel and mileage where applicable
  • Passive activity considerations
  • Rental-property tax planning discussion

Real Estate Investor

Schedule E · 3+ properties

From $500+ Final price confirmed in writing before preparation begins.

Investors with three or more rental properties and more complex real estate activity.

Includes

  • Three or more rental properties on Schedule E
  • Audit defense through Protection Plus
  • Property-by-property income and expense organization
  • Depreciation across the portfolio
  • Full rental expense analysis
  • Passive activity considerations
  • Real estate tax-planning review
  • Extended return review
  • Personalized investor tax discussion
Summary of fees
Package Flat fee
Essential W-2 $125
Self-Employed / Homeowner $200
Rental Property Starter (1–2 properties) $349
Real Estate Investor (3+ properties) $500+

Compare the total, not the headline

A lower advertised rate is easy to beat on paper. What decides the real cost is what gets added on top — a charge per form, a separate electronic filing fee, an upsell for audit protection, a fee for the conversation before you commit.

Every one of those is already in the figure above:

  • The consultation, before you commit to anything
  • Every form your package covers, with no per-form charge
  • Electronic filing of both your federal and state return
  • Audit defense through Protection Plus on every return
  • A line-by-line review of the finished return with your preparer
  • Your questions answered throughout, not billed by the hour

One number, agreed in writing before any work starts. If your return turns out to need something outside the package, we tell you the cost and wait for your approval.

Audit defense is included with every return

Every return we file comes with audit defense through Protection Plus, a service offered with Drake Tax, at no extra cost. It applies to all four packages and every filing status.

If the IRS or New York State sends a letter or opens an audit about a return we prepared, Protection Plus's team of enrolled agents and Certified Public Accountants (CPAs) handles the response and deals with the tax authority on your behalf. You are not left to figure it out alone, and you are not charged for their time.

No hidden fees

The price you see is the price you pay for the services included in the package you choose.

If your return turns out to need work outside that package, we tell you the additional cost and get your approval before doing it.

No surprise charges. No unexplained fees.

Not sure which package fits? Book a free consultation.