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2 | Hey 👋👋 | ||||||||
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4 | I'm Michael Eckstein - an award-winning accountant and consultant for marketers and agencies. You can read more about me and my newsletter at: restingbusinessface.com/ | ||||||||
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7 | I also do some personal tax prep to round out capacity during tax season (and, well, because I like money). This is my personal tax return pricing guide. I also use it to calculate your tax returns price. | ||||||||
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9 | (oh, and this is my pretty face) | ||||||||
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11 | ✨ | Googler Special: | Price | What you get | |||||
12 | For the average Google employee | $1,000 | • Federal return • 2 states (eg, CA & NY) • GSU reporting • minor crypto & securities • a 60min tax consult with recording • a filing extension | ||||||
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17 | 🤓 | Pricing: | |||||||
18 | Price | Explanation | |||||||
19 | Base rate (incl, federal and one state) | $400 | This is the minimum fee for the simplest returns. Your price starts here and increases based on which situations on this list describe you. | ||||||
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24 | ☀️ | Common situations: | Price | Explanation | |||||
25 | Additional state filings | $150 | You moved to another state or have multi-state income | ||||||
26 | Extra time to file (aka, an extensions) | $75 | You need an extra 6 months to file your return | ||||||
27 | (* all returns that aren't filed by April 1st go on extension) | ||||||||
28 | Raising kids | $100 | You have kids | ||||||
29 | Owning a home | $50 | You own your home | ||||||
30 | Higher eduction (for you, partner, or kids) | $100 | You (or a family member) took university classes | ||||||
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32 | 📊 | Investing situations: | Explanation | ||||||
33 | Sold a few stock, mutual funds, or crypto | $50 | Less than 20 transactions due to simple rebalancing or small sell offs | ||||||
34 | Sold a lot of stock, mutual funds, or crypto | $100 | More than 20 transactions | ||||||
35 | Complex transactions | $100 ea | RSUs, Roth conversions, nondeductible IRA contributions, debt discharge, etc | ||||||
36 | (* multiple RSU vests and sales from the same company count as one complex transaction) | ||||||||
37 | K1s / PTPs | $50 ea | Tax doc from publically traded partnerships (frequently oil & gas pipelines) | ||||||
38 | K1s / small business owners | $100 ea | Tax doc received from an S-corp or partnership that you're a shareholder/partner of | ||||||
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40 | 🏢 | Business & rental situations: | Explanation | ||||||
41 | Renting a property | $175 ea | Rented your property out (incl, on Airbnb or thru a property management company) | ||||||
42 | Side hustle or small consultancy | $100 ea | You run a small side hustle or received a little 1099 income (and had minimal expenses) | ||||||
43 | Small business or agency | $600+ | You run a business or agency with sigificant expenses | ||||||
44 | Missing depreciation schedule | $100 | You're a new client with a business or rental property and missing depreciation schedule that needs to be rebuilt | ||||||
45 | S-corp analysis | $500+ | Tax analysis and projections for SMLLCs vs S-corps | ||||||
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47 | ➕ | Addons: | Explanation | ||||||
48 | Tax consult | $350 | A 60min meeting for hard hitting tax questions | ||||||
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52 | Any upfront price estimate is based on an initial assesment of your tax situation using information you provide. | ||||||||
53 | Final price may differ based on your actual tax situation. Applies to individual returns for tax years 2022 and earlier. Prices subject to change. | ||||||||
54 | Fee sheet includes prices for most common forms, credits, schedules, and services. If you require something which isn't listed, please inquire about pricing. | ||||||||
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