Individual Tax Filing Pricing

Answer a few quick questions to get your personalized estimate, or browse the full pricing table.

*Current pricing, subject to change

Returning clients: if you have completed a Regular or Premium tax return with us before, you keep the base plan rate you last paid for that same plan. Add-ons are billed at current rates.

New purchases are paused

We are not accepting new clients or new purchases for the 2025 tax year. Existing clients can still sign in to the client portal to continue their work with us and pay outstanding bills. Questions? Email [email protected].

Common Situations

Find Your Scenario

See typical pricing for the most common tax situations. Click a scenario that matches yours to understand your expected cost.

NJ Resident, NYC Worker

Living in New Jersey while working in New York City, with investment accounts for stock trading.

Estimated Cost$498 - $658
  • Base tier: $399
  • Extra state (NY): +$99
  • Stock accounts: included

Foreign Bank Accounts

W-2 employee with foreign bank accounts that generate interest income. FBAR filing required when total exceeds $10K.

Estimated Cost$798 - $998
  • Base tier: $399
  • Foreign Asset Filing (FBAR): +$399
  • Interest income: included

International Student

F-1 visa holder (less than 5 years in US) with wage income from campus job or OPT. Non-resident alien filing.

Estimated Cost$399 - $498
  • Base tier (1040-NR): $399
  • Non-resident filing: included
  • Tax treaty benefits: $0-99
Add-On

With Rental Properties

Add rental property income reporting to any of the above scenarios. Schedule E preparation included.

Add to base+$159 - $318
  • 1 rental unit: +$159
  • 2 rental units: +$318
  • Or choose Premium (2 units included)
Premium

Foreign Company Owner

US person with ownership in a foreign corporation. Complex reporting with Form 5471 required for controlled foreign corporations.

Estimated Cost$2,898 - $3,197
  • Premium base: $1,299
  • Form 5471: +$1,599
  • FBAR if applicable: +$299
  • Form 8938 if applicable: included

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Full Pricing Details

See complete breakdown of all services and add-ons

Regular

$399+

Professional service for most tax needs.

    • Wage (W-2)
    • Single State Tax
    • Interstate Filing : $99/extra state
    • Self-Employment Income (e.g., 1099-NEC) : Incl. 3 forms, extra $39/form (excl. deductions)
    • Itemized Deduction Calculation : $99
    • : $99
    • : $199
    • E-file
    • Tax Data Entry
    • Off-Peak Support
    • Paperless Service
    • Stock Gains & Losses (1099-B) : Incl. 5 accounts, extra $59/acctAccount counts by number of 1099-B or 1099-Composite that contains 1099-B. For foreign brokerage accounts, every 10 transactions or fraction thereof count as one account.
    • Interest & Dividends (1099-INT/DIV) : Incl. 10 items, extra $99/10 items
    • Other Capital Gains & Losses : Contact Support
    • EIC/Child Tax Credit : $99 each
    • Vehicle Expenses
    • Rental Property : $159/unit
    • Gift Tax : $199/form
    • K-1 Form : Incl. 1 form, extra $39/each
    • Single-Member LLC (Sch C) Deductions : Starting at $99
    • : $399 incl. 10 accounts, extra $199/10
    • Foreign Income : $399+
    • Foreign Income & Asset Package : 30% discount
    • China-US Tax Treaty : Starting at $99
    • Super Rush : $499
    • Form 5471 : Starting at $1999
    • Cryptocurrency Reporting : $199 per exchange/wallet
    • RSU/ESPP/Stock Options : $99 per grant type
    • PFIC Reporting : $159/PFIC, $199/election, $399/distribution (per PFIC per tax year)

Premium

$1,299+

The whole package for complicated tax needs.

    • Wage (W-2)
    • Single State Tax
    • Interstate Filing : Incl. 3 extra states*, $99/extra
    • Self-Employment Income (e.g., 1099-NEC)
    • Itemized Deduction Calculation
    • : $159
    • E-file
    • Tax Data Entry
    • Off-Peak Support
    • Paperless Service
    • Stock Gains & Losses (1099-B) : Incl. 10 accounts, extra $59/acctAccount counts by number of 1099-B or 1099-Composite that contains 1099-B. For foreign brokerage accounts, every 10 transactions or fraction thereof count as one account.
    • Interest & Dividends (1099-INT/DIV)
    • Other Capital Gains & Losses
    • EIC/Child Tax Credit
    • Vehicle Expenses
    • Rental Property : Incl. 2 units, extra $119/each
    • Gift Tax : $159/form
    • K-1 Form : Incl. 5 forms, extra $39/each
    • Single-Member LLC (Sch C) Deductions : Starting at $0
    • : Incl. 10 accounts, extra $199/10
    • Foreign Income : Incl. 5 items
    • China-US Tax Treaty
    • Super Rush
    • Form 5471 : Starting at $1599
    • Cryptocurrency Reporting : $159 per exchange/wallet
    • RSU/ESPP/Stock Options : Included
    • PFIC Reporting : $159/PFIC, $199/election, $399/distribution (per PFIC per tax year)

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Why Choose Us

Professional tax services you can trust

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All returns prepared and reviewed by licensed Certified Public Accountants

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Bilingual Support

Full support in English and Mandarin Chinese throughout the process

Accuracy Guarantee

We stand behind our work with penalty protection coverage

Frequently Asked Questions