Transparent Pricing. No Surprises.
Choose the Package That Fits Your Tax Needs.
Pricing & Service Packages
Transparent, flat‑fee pricing. No surprises. Every return is prepared and reviewed by credentialed professionals with year‑round support included.
Individual Tax Returns (Form 1040)
Essential Package — $325 Flat Fee
Perfect for straightforward tax situations. Includes:
- Federal + one state return
- W‑2 income reporting
- Standard deduction optimization
- Retirement contributions (401k, IRA, HSA)
- Simple investment income (under $1,500)
- Student loan interest & education credits
- Basic tax planning consultation
- E‑filing + audit support included
Standard Package — $500 Flat Fee
Ideal for taxpayers with investments, itemized deductions, or a small side business. Includes everything in Essential, PLUS:
- Itemized deductions (mortgage, property taxes, charitable giving)
- Investment income (stocks, bonds, crypto, capital gains)
- Side business up to $50K (Schedule C)
- Single rental property
- RSU & stock option reporting
- Multi‑state filing
- Quarterly estimated tax planning
Premium Package — $850 Flat Fee
Designed for complex tax situations and high‑income professionals. Includes everything in Standard, PLUS:
- Schedule C over $50K
- Multiple rental properties (up to 3)
- K‑1 income (partnerships, S‑Corps, trusts)
- Complex stock transactions (ISO, NSO, ESPP, AMT)
- Foreign income (Form 2555)
- Foreign account reporting (FBAR, Form 8938)
- Trust & estate income
- Proactive tax strategy consultation
- Priority same‑day response
Business Entity Tax Returns
Small Business (Under $250K Revenue) — $1,000 Flat Fee
- 1–2 owners/partners
- Single state
- Up to 5 K‑1s
- Simple balance sheet
Growing Business ($250K–$1M Revenue) — $1,500 Flat Fee
- 3–5 owners/partners
- Up to 2 states
- Up to 10 K‑1s
- Moderate complexity
Established Business (Over $1M Revenue) — $2,500 Flat Fee
- Up to 10 owners/partners
- Up to 3 states
- Up to 20 K‑1s
- Complex operations
All Business Returns Include
- Federal entity return (1120‑S, 1065, or 1120)
- One state return
- K‑1 preparation
- Balance sheet reconciliation
- Quarterly estimated tax guidance
- Year‑round consultation access
Add‑On Services
| Service | Flat Fee |
|---|---|
| Additional state return (individual) | $75 |
| Additional state return (business) | $150 |
| Additional rental property | $100 |
| Prior year individual return | Package rate + $100 |
| Prior year business return | Package rate + $150 |
| Amended individual return | $300 |
| Amended business return | $600 |
| Additional K‑1 (beyond package limit) | $50 |
IRS Problem Resolution
Notice Response
| Service | Flat Fee |
|---|---|
| CP2000 (underreporter inquiry) | $800 |
| Balance due notice | $500 |
| Verification notice | $400 |
| Math error notice | $300 |
Payment Plans & Resolution
| Service | Flat Fee |
|---|---|
| Installment agreement application | $650 |
| Offer in Compromise application | $3,500 |
| Penalty abatement request | $600 |
| Currently Not Collectible application | $1,200 |
| Lien release request | $1,500 |
Audit Representation
| Service | Flat Fee |
|---|---|
| Correspondence audit | $3,000 |
| Office audit | $5,000 |
| Field audit | $7,500 |
Payroll Tax Services
| Service | Flat Fee |
|---|---|
| Quarterly Form 941 | $200 per quarter |
| Annual Form 940 | $150 |
| State unemployment return | $100 per quarter |
| Payroll tax notice response | $1,000 |
Specialized Returns
| Service | Flat Fee |
|---|---|
| Gift tax return (Form 709) | $600 |
| Simple trust return (Form 1041) | $1,000 |
| Complex trust return (Form 1041) | $1,500 |
Bundled Packages
Small Business Owner Bundle — $1,250 (Save $75)
- Small Business return
- Personal Standard Package
Growing Business Owner Bundle — $2,250 (Save $100)
- Growing Business return
- Personal Premium Package
Multi‑Owner Bundle — 10% Off Per Additional Personal Return
- Business return + 2+ owner personal returns
Consultation Services
| Service | Flat Fee |
|---|---|
| Initial consultation (15 minutes) | FREE |
| Tax planning consultation (1 hour) | $250 |
| Prior year review (from another preparer) | $200 |
| Major transaction consultation (1 hour) | $250 |
Consultation fees are applied toward service cost if you engage within 30 days.
Payment Terms
When Payment Is Due
- Payment is due upon receipt of the invoice
- Work begins once payment and documents are received
- No hidden fees or surprise charges
Accepted Payment Methods
- Credit card (Visa, Mastercard, Amex, Discover)
- Debit card
- All payments are processed securely through TaxDome
Refund Policy
- Full refund if no work has been performed
- Fees are non‑refundable once work has begun
What’s Always Included
- Professional review by Credentialed Tax Experts
- Electronic filing
- Secure document portal access
- Basic audit support (for returns we prepare)
- Year‑round email/phone access
- Extension filing if needed
- Refund tracking assistance
Discounts
| Discount Type | Amount | Details |
|---|---|---|
| Referral credit | $50.00 | Both parties receive credit |
| Early bird (by Jan 31) | 5% off | Individual returns only |
| Active military | 10% off | Individual returns, ID required |
| Multi‑year client (4+ years) | 10% off | Individual returns only |
Discounts cannot be combined.
IMPORTANT NOTES
Price Guarantee: The flat fee quoted is the price you pay. If the scope exceeds package limits during preparation, we notify you before proceeding with any additional work.
Rush Service Not Available: We do not offer rush services. Standard turnaround is 7-10 business days after all documents are received.
No Custom Quotes: All services priced as listed. Complex situations beyond our standard pricing require referral to specialist firms.
Questions about pricing?
📞 Call: (813) 790-9269
✉️ Email: 1040@ckttaxpros.com
🌐 Web: www.ckttaxpros.com
Prices are effective for tax year 2025 returns filed in 2026. All fees are flat and non-negotiable.
Frequently Asked Questions
Q: Why are your prices higher than TurboTax?
A: Software can’t identify what it doesn’t recognize to ask. Our credentialed professionals review every return for missed deductions, optimization opportunities, and potential issues. Plus, if the IRS ever contacts you, we handle it—software companies don’t.
Q: What if my situation doesn't fit neatly into one package?
A: Schedule a free consultation, and we’ll suggest the best package for your particular needs. Our prices are clear and confirmed before we start work.
Q: Do I need to come to an office?
A: No. We’re completely virtual. Upload documents from your phone, communicate through a secure portal, and e-sign your returns. We’re designed for busy professionals who value their time.
Q: What if I get audited?
A: All packages include audit support for the tax year we prepare. If you receive a notice, we’ll review it and handle the response on your behalf at no extra charge (for the returns we prepared).
Q: When should I get started?
A: The earlier, the better. We start accepting clients in January and recommend booking by mid-February to avoid the March-April rush and also get their refunds faster. rush. Early fil
READY TO FILE WITH CONFIDENCE?
Start your return today and skip the April rush.