July 15 is coming!

Due to COVID-19 measures, we recommend that all clients upload their tax documents and schedule a virtual appointment below. We are taking in-office appointments starting June 15.

Virtual Tax Preparation Fee Schedule - 1040 Returns

Base Price

Federal 1040 Income Tax Preparation
$ 80
00
Base Fee
  • Includes 1040 Preparation and e-file
  • Organized, tabbed PDF of source documents
  • 24/7 access to return, documents online

Simple Forms

By-the-form pricing
$ 40
00
per form
  • Schedules A, B, D, F
  • Child care, foreign tax, education credits
  • Each state return

Complex Forms

By-the-form pricing
$ 150
00
per form
  • Schedule C (Sole Proprietor)
  • Schedule E (Rental Properties)
  • Form 114 (FBAR)

Virtual Tax Preparation Fee Schedule - 1120, 1120-S, 1041 and 1065 Returns

Base Price

Federal 1065, 1120, 1120-S Income Tax Preparation
$ 395
00
Base Fee
  • Includes preparation and e-file
  • Organized, tabbed PDF of source documents
  • 24/7 access to return, documents online

Returns w/o Schedule L, M1

Hourly billable rate
$ 115 per billable hour
  • Rate for returns without balance sheets
  • Includes basis worksheets for partners
  • Includes state returns and apportionment

Returns w/ Schedule L, M1

Hourly billable rate
$ 195
00
per billable hour
  • Rate for returns with balance sheets
  • No limit on partners, K1s
  • Discount on Libri AI services

Frequently Asked Questions

How does the process work?

We understand that the tax preparation process is never simple and maintaining client relationships is paramount to building trust and confidence. We created an easy method for you to upload your information to our online portal for our professionals to prepare your return for you. After uploading your documents, you will have one of the partners reach out to you, prepare your income taxes and answer any questions or concerns. We believe it is a perfect combination of convenience and accountant interaction.

What are the online prep fees?

For the 2020 tax season, we have a simple by-the-form pricing schedule for online clients. There are only 3 fee rates this year for individual returns: a base fee for federal preparation, $40 rate forms and $150 rate forms. A typical married couple with itemized deductions (Schedule A) would expect to pay $160 in preparation fees. Business returns have a base price plus a billable hourly rate for preparation. Discounts for both individual and business returns are at the discretion of the partners.

Why would I do it?

COVID-19 is reshaping the global economy. Virtual services are on the rise, and we seek to provide high-level tax services that are simple, affordable and effective. The risk of an in-person meeting needs to be re-evaluated in an age of home work, office and orders. We seek to provide the balance of convenience, experience and professionalism to the virtual tax preparation marketplace. With over 30 years rooted in the San Diego community, you know you are dealing with highly-rated professionals who truly are tax people. Meet deadlines safely, securely and with confidence.

What if I am a new client?

Welcome! We are always open to taking on new tax clients and we hope that you find the process simple and refreshing. For new clients, we require 2 forms of identification to prepare your return virtually. Please upload along with your tax documents. Virtual appointments via webcam or screen-sharing is also required for new clients. Balancing identity protection, document security and peace of mind is our ultimate goal. With the current pause in face-to-face appointments, secure on-boarding is paramount.

Can I combine virtual and in-person preparation?

Yes, we are taking in-office appointments starting June 15.

Do you verify identity?

Yes, we use knowledge-based authentication to verify the signers of the return. This challenges users with a series of top-of-mind questions obtained by scanning billions of records in dozens of publicly and commercially available data sources. These dynamically created ‘out of wallet’ questions are about past addresses, vehicles owned, person’s known, and other information that is not discoverable if the person's wallet was lost.