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Tax Filing Pricing
Find out more about our services and how they help you save on your taxes
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Not Sure Which Package is Right?
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Individual 1040 Pricing
1040 Tax Return Package
Essentials
Investor
Business/
Advanced Investor
Unlimited
Who It's For:
For W-2 earners, retirees, homeowners with deductions
For investors or landlords with 1 property
For self-employed or complex investment clients
For high-complexity, multi-entity, multi-state returns
Everything in Essentials, plus:
Everything in Investor, plus:
Everything in Business, plus:
Up to 5 W-2s or 1099-Rs (SSA, Pensions, etc)
Up to 10 W-2s or 1099-Rs total
Unlimited W-2s and 1099s
Unlimited W-2s and 1099s
Up to 10 interest income forms
(1099-INT)
Up to 3 brokerage 1099 packages (e.g. e*trade, Schwab, Fidelity)
Up to 10 brokerage accounts
Unlimited brokerage accounts
Dependents & child tax credits
1 rental property (Schedule E)
Up to 3 rental properties
Unlimited rental properties
Itemized deductions (medical, mortgage, property tax, charity)
Includes all standard credits and itemized deductions
Up to 3 K-1s from partnerships or S-corps
Unlimited K-1s
Student loan interest deduction
Ongoing document support + prep validation
Schedule C (sole proprietors, side gigs, freelancers)
Unlimited state returns, including multi-state apportionment
New 2025 Deductions
(OBBB Act)
Schedule F (farmers/agriculture income)
Full-scope strategic return review
1 state return included
2 state returns included
White-glove handling of any IRS/state notices (hourly billing applies)
Additional states: +$150
Strategic review for entity optimization
High-volume return management with advanced compliance checks
IRS correspondence: $100/hr if needed
Personalized video walkthrough of return
Secure client portal + personalized review
Price
$350
$699
$999
$1999
Order
1040 Packages
Essentials
For W-2 earners, retirees, homeowners with deductions
Up to 5 W-2s or 1099-Rs
Up to 10 interest income forms
Dependents & child tax credits
Itemized deductions (medical, mortgage, property tax, charity)
Student loan interest deduction
New 2025 Deductions (OBBB Act)
1 state return included
Additional states: +$150
IRS correspondence: $100/hr if needed
Secure client portal + personalized review
Price: $350
Investor
For investors or landlords with 1 property
Everything in Essentials plus:
Up to 10 W-2s or 1099-Rs total
Up to 3 brokerage 1099 packages (e.g. e*trade, Schwab, Fidelity)
1 rental property (Schedule E)
Includes all standard credits and itemized deductions
Ongoing document support + prep validation
Price: $699
Advanced - Business
For self-employed or complex investment clients
Everything in Investor plus:
Unlimited W-2s and 1099s
Up to 10 brokerage accounts
Up to 3 rental properties
Up to 3 K-1s from partnerships or S-corps
Schedule C (sole proprietors, side gigs, freelancers)
Schedule F (farmers/agriculture income)
2 state returns included
Strategic review for entity optimization
Personalized video walkthrough of return
Price: $999
Unlimited
For high-complexity, multi-entity, multi-state returns
Everything in Business plus:
Unlimited W-2s and 1099s
Unlimited brokerage accounts
Unlimited rental properties
Unlimited K-1s
Unlimited state returns, including multi-state apportionment
Full-scope strategic return review
White-glove handling of any IRS/state notices (hourly billing applies)
High-volume return management with advanced compliance checks
Price: $1999
⚠️ New in 2025: Major Changes to What You Can Deduct:
Thanks to the “One Big Beautiful Bill” Act passed July 4, 2025, several new deductions are now available including:
Overtime income,
Tip income,
Senior exemption boost, and
Auto loan interest (for qualified purchases)
We’re already applying these changes to all eligible 2025 returns.
If you’re not sure what you qualify for, don’t worry, we’ll review it with you.
Business Returns
(Forms 1065, 1120S, or 1120)
Startup
Side hustles, first-time filers, simple LLCs
Typical revenue < $25k
1 owner or 1 married couple
1 state included
Depreciation/Amortization not included
Price: $699
Solopreneur or Early Stage
Solopreneurs, early-stage, simple partnerships
Typical revenue < $250k
Up to 3 owners
1 state included
Limited Depreciation/Amortization
Price: $999
Growth
Businesses in growth mode
Typical revenue $250k - $500k+
Up to 5 owners
Up to 2 states included
Multi-asset Depreciation/Amortization
Schedules L / M-1 / M-2 reconciliation
Price: $1999
Advanced Business
Mature or complex multi-state
Typical revenue $500k - $1M+
Unlimited owners
Multi-state returns + apportionment
Advanced Depreciation/Amortization
Schedules L / M-1 / M-2 reconciliation
Starting Price: $2999
Company Tax Return Pricing
(Forms 1065, 1120S, or 1120)
Feature / Category
Startup
Solo or Early Stage
Growth
Advanced
Typical Revenue
< $25K
< $250K
$250k - $500k+
$500k - $1M+
Who It's For
Side hustles, first-time filers, simple LLCs
Solopreneurs, early-stage, simple partnerships
Businesses in growth mode
Mature or complex multi-state
Preparation of Sch L, Sch M-1, Sch M-2
Not Required
Not Required
Required
Required
Owners Allowed
1 owner or 1 married couple
Up to 3 owners
Up to 5 owners
Unlimited owners
States Included
1 State Inlcuded
1 State Inlcuded
Up to 2 States Included
Multi-State Returns + Apportionment
Balance Sheet & Reconciliation
(Sch L / M-1 / M-2)
Not required
Not Required
Included
Included
Depreciation Schedule
Not supported
Limited (up to 5 new assets/year)
Multi-Asset Tracking (up to 25 new assets)
Advanced: full tracking, charge-offs, disposals
Amortization
Not included
Not inlcuded
Included
Included
IRS Notice Handling
Pay-as-needed
Pay-as-needed
Light support available
High touch guidance (billed hourly)
Price
$699
$999
$1,999
$2,999 and up
Order
Hear What Brian Has to Say:
Frequently Asked Questions
I’m not sure which tier to choose. What happens if I pick the wrong one?
No problem. Every return goes through our review process. If the tier you selected doesn’t match your situation, we’ll explain the options. You can choose to upgrade, downgrade, or cancel for a full refund. No surprises, no pressure.
Do I need to talk to someone before purchasing
Not unless you want to. You can purchase the tier that best fits your situation and get started right away. If you're unsure, use the selector tool or contact us. Either way, our team will make sure your return is handled correctly before it’s filed.
What happens after I pay?
You'll receive an email with access to your secure portal, along with a checklist of documents to upload. Once your info is submitted, your return goes through our 3-layer preparation process, and you'll get a personalized video walkthrough before anything is filed.
Do you handle all states?
Yes. We handle all 50 states and multi-state returns. Most tiers include at least one state. You can add more if needed ($150/state), and we take care of the apportionment when applicable.
Do you offer year-round support?
Yes. We're not a seasonal shop. We’re available year-round to help with questions, IRS letters, notices, or planning for next year.
Can I upgrade later if my situation changes?
Yes, and we encourage it. If we spot something that puts you in a different tier, we’ll let you know and walk you through the options before proceeding.
Do I need bookkeeping for a business return?
Clean books help. If your business doesn't have bookkeeping, we may need additional documentation or we can refer you to bookkeeping support if needed.
What if I already filed part of my return somewhere else?
That’s fine, let us know what’s already been filed. We can review what’s been done and finish the rest, or start fresh depending on your situation.
Get in touch with us
Have questions? Use the form here and one of our knowledgable staff will get back to you as soon as possible.
(678) 944-8367
office@taxsherpa.com
2302 Parklake Dr NE Ste 675
Monday - Friday, 10:00 am - 5:00 pm
Send us a message
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Contact Us
office@taxsherpa.com
(678) 944-8367
2302 Parklake Dr NE Ste 675
Atlanta, GA 30345
Monday - Friday, 10:00 am - 5:00 pm
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