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Personal Services Pricing

Personal Tax Packages

The Minimalist

Just need the basics? We can do that. Sleep better knowing your returns are done and filed.

What's Included:

  • 1040 Personal Return​

  • 1 Resident State

  • Standard or Itemized

  • SALT Optimization

  • IRS Transcript Check

  • Basic Notice Assistance

  • Basic W-2s, Interest, & Dividends

  • Client Portal

  • Email Support - Standard

from $450/yr

The Planner

You do better when you know what's going on and when. We get that and are happy to assist.

What's Included:

  • Everything in "The Minimalist"

  • Virtual Mid-Year Tax Plan & Strategy Meeting

  • Video Return Review

  • Estimated Taxes

  • Withholding Review

  • Safe-Harbor Planning

  • Estimated Payment Assistance

  • Up to 2 state filings

  • Email Support - Standard

from $1,200/yr

or $130/month

The Builder

You've got a lot going on and we can help you stay on top of it.

What's Included:

  • Everything in "The Planner"

  • Virtual End of Year Tax Plan & Strategy Meeting

  • Advanced Strategies

    • Rentals & Schedule C​

  • Advanced Estimate Planning​

  • External Passive K-1s (up to 2)

  • Crypto/Active Trading (200 txns)

  • Foreign Income

  • Email Support - Priority

  • 1 Rental or 1 Simple Schedule C

from $2,400/yr

or $210/month

Package Add-Ons

Discounted rates for additional services when added to a plan!

Get More for Less:

  • State Returns: +$125/state

  • External K‑1s: +$125 each (The Builder Only)

  • Schedule C: +$300 for first then $250 after (or choose a business engagement here)

  • Schedule E Rentals: first property +$250; each additional +$150. (The Builder includes the first rental at no charge.)

  • Crypto/active trading: summarization per up to 200 transactions +$200 (The Builder includes one block)

Need something else? Build à la carte with the menu below.

Build Your Own Package

Personal Tax Preparation Services

Service
What's Included
Starting Price
1040 Personal Tax Return (Base)

  • Standard or Itemized Deduction w/ SALT Optimization

  • IRS Transcript Checks

  • EFile/ESignature & Client Portal

  • Email Communications - Basic

$450/yr
1040 Personal Return w/ Schedule C or E

  • Everything in 1040 Base

  • 1 Schedule C or 1 Rental Property (Active)

  • Unlimited Simple Schedule C's Included

$750/yr
Additional Schedule C

  • 1 Additional Active Schedule C

$250 each
Additional Rental

  • 1 Additional Rental

$175 each
State & Local Filing

  • 1 State Filing

  • City/Local Filings Included

$75 each
Cryptocurrency/Active Trading

  • Summarization per 200 transactions

$200 per block
Estate/Trust 1041

  • Income Distribution Calculation

  • K-1s

  • E-File/E-Signature & Client Portal

$1,100/yr
Amended 1040X Return

  • Preparation of amended federal return

$225 ($450 if original was prepared elsewhere)
Amended State Return

  • Preparation of amended federal return

$50 ($75 if original was prepared elsewhere)
FBAR/FinCEN 114

  • Coordination and preparation of FBAR & FinCEN 114 filing

$250 each

Personal Tax Planning Services

(Tax preparation not included)

External K-1 Reporting

Service
What's Included
Starting Price
External K-1 - Passive

  • Reporting of K-1 from passive Partnerhisp/S-Corp/Trust not prepared by HCPAG

  • 1 State K-1

$150 each
External K-1 - Active

  • Reporting of K-1 from active Partnerhisp/S-Corp/Trust not prepared by HCPAG

  • 1 State K-1

$225 each
Additional K-1 State

  • Reporting of 1 additional state K-1

$75 each
Internal K-1

  • Reporting of Federal & State K-1s prepared by HCPAG

Included
Volume K-1s

  • 6+ External K-1s

$125 each
Advanced Basis Tracking

  • Full-year basis schedule build & maintenance

(All other K-1s are Basic Basis/At-Risk Calculations with support)

$200-$450
Service
What's Included
Starting Price
The Foundation

  • Annual Mid-Year Tax Strategy & Planning Meeting including tax projection

  • Withholding & Estimated Tax Check-up

  • Email Communication - Basic

  • Basic Tax Credit & Deduction Planning

$800/yr.
The Deferment

  • Everything in "The Foundation" plus

  • End of year tax strategy check-in meeting w/ semi-annual tax projections

  • S-Corp Salary Review

  • SALT cap & PTET Review

  • Tax Advantaged Account Planning

$1,400/yr.
The Portfolio

  • Everything in "The Deferment" plus

  • Email Communications - Priority

  • Advanced Trading, Real Estate, & Other Portfolio Investment Planning

  • Foreign Earned Income & FBAR Coordination

$2,400/yr.
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