Currently Accepting New Personal Tax Return Clients Only!!!

Legacy Forever Tax and Financial Services

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    • Home
    • About Us
    • Services
    • Client Center
    • Fees and Pricing
    • Payment Options
    • Cryptocurrency Tax
    • FAQs
    • Contact

Legacy Forever Tax and Financial Services

Legacy Forever Tax and Financial ServicesLegacy Forever Tax and Financial ServicesLegacy Forever Tax and Financial Services
  • Home
  • About Us
  • Services
  • Client Center
  • Fees and Pricing
  • Payment Options
  • Cryptocurrency Tax
  • FAQs
  • Contact

Fees & Pricing Plans

As no two individuals have the same exact fingerprint, the same goes for taxpayers. No two tax situations are exactly alike. Our starting base price is $125, which includes one Form w-2 and one Form 1040. The final price you pay for our services depends on several critical factors.


The final price is determined based on your actual tax situation, forms used to prepare your return, and forms or schedules included in your individual return. We will review any changes with you and provide your final price before filing your return.

Tax Return Complexity

 More complex tax situations generally demand higher fees due to the additional work involved for tax professionals. If your situation requires additional work (extensive clean-up, foreign income, complex investments, multiple rental property income, small business operations, etc.), expect fees to rise accordingly. We will always discuss any changes that arise from a quoted fee estimate before moving forward.

 **** NEW CLIENTS with more complex returns that include Small Business/Self-Employed, Rental Property, Stocks, Bonds, Crypto, etc., please provide 2-3 years of previous tax returns. ****

Fees and Pricing Structure

Dependent Return

$75

Details: Standard W-2 income with no itemization


Note: For Dependents who earned income and are claimed on their parents/guardian’s return. If parent/guardian return was prepared by us, then fee is $50 

Basic Federal Tax Return

$125 - $175

Details: Standard W-2, other types of Form 1099 non-business income with no itemization


 Note: No dependents, no credits or deduction

Standard Federal Filing

$200 - $400

Details: Standard W-2 plus W-2G, 1099INT, 1099R, etc. No itemization


Note:  Dependents and relevant credits, such as Earned Income Credit, Child Tax Credit, Education credits, etc


Itemized Tax Return

$250 - $400+

Details: Includes Schedule A, deductions, and credits


 Note: Includes mortgage interest, charitable donations, large medical expenses

Self-Employed, Small Business, Rental Property, Farm Returns

$300 - $600+

Details: Includes Schedule C, E, & F

 

Note: Schedule C, gig workers, Rental Property, etc.

State Return Filing

$40

Details: Additional charge often applies on top of federal fees.

 

Note: If you have more than one state, you pay per state return.

Review our Payment Options

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