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Financial
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Get An Estimate
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This tool includes common items so we can estimate your charges for most tax returns in minutes. No appointment necessary.
Our rates are usually 20% or more below the national average and start at just $35 for a single filer with one income source (before discounts). Prices include e-Filing unless there's a problem with your return or missing information that doesn’t allow us to file electronically.
You don't need to complete an estimate to
contact us
about your taxes. This tool is for your convenience, though it will speed things up if you do decide to use us.
If you're one of the following, select it. We're happy to offer you a discount.
Discounts
Teacher
Full Time Student
Nurse
Retired
Full Time RVer
US Military - Active Duty And Veterans
Fantastic! You get 20% off the Base Starting Rate.
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Basic Information
1040 US Individual Income Tax Return - Filing Status
*
Single
Married Filing Jointly
Married Filing Separately
1040 US Individual Income Tax Return - Filing Status
*
Single
Married Filing Jointly
Married Filing Separately
How many dependents do you claim?
*
Total Dependents
0
1
2
3
4
5
6
7
8
9
10
We only need to enter dependents if you have expenses related to them, like child care or tuition. If you're not taking anything but the standard deduction, this number can be 0.
How many dependents do you claim?
*
Total Dependents
0
1
2
3
4
5
6
7
8
9
10
We only need to enter dependents if you have expenses related to them, like child care or tuition. If you're not taking anything but the standard deduction, this number can be 0.
Common Income
The most common income items are Wages (W-2), State And Local Income Tax Refunds and Unemployment And Other Government Payments (1099-G), Interest Income (1099-INT), Dividends And Distributions (1099-DIV), IRA And Pension Income and IRA Distributions (1099-R), and Social Security income (SSA-1099). How many of these forms do you have? Do not include any forms not listed here.
*
Total Common Forms
0
1
2
3
4
5
6
7
8
9
10
The most common income items are Wages (W-2), State And Local Income Tax Refunds and Unemployment And Other Government Payments (1099-G), Interest Income (1099-INT), Dividends And Distributions (1099-DIV), IRA And Pension Income and IRA Distributions (1099-R), and Social Security income (SSA-1099). How many of these forms do you have? Do not include any forms not listed here.
*
Total Common Forms
0
1
2
3
4
5
6
7
8
9
10
Estimate So Far
$ 0.00
Your price includes a 20% discount on everything in this section.
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Investment Income
Did you have any Investment Income? Investment Income includes Employee Stock Options, income from Estates And Trusts (K-1), Undistributed Capital Gains (Form 2439), Capital Loss Carryover (if you lost more than the $3,000 maximum deduction on these items in a previous year, you can deduct up to $3,000 of the remaining loss this year), and Sale Of Stocks, Bonds, Mutual Funds, And Other Securities or Section 1256 Contracts And Straddles (1099-B).
*
Yes
No
Which investment income items do you have?
*
Employee Stock Options
Estates And Trusts (K-1)
Undistributed Capital Gains (2439)
Capital Loss Carryover
Security Trades (1099-B)
Estates And Trusts (K-1)
*
Total E&T K-1 Forms
1
2
3
4
5
6
7
8
9
10
Please note, K-1 is also the form used to report Partnership And S Corp proceeds to you. That income should be reported in the Partnerships And S Corps section on the next screen. Only report K-1s related to Estates And Trusts here. How many K-1s do you have for investment income from Estates And Trusts?
1099-B Entries
*
Manual Entry
Import Entries
Group From Spreadsheet
Manual Entries:
If you only have a few transactions, it makes sense to enter them manually. We'll charge you per transaction.
Import Entries:
If you have more than 20 transactions, we can usually log into your brokerage account with you and download the transactions to our software automatically. That's less expensive over 20 transactions.
Group From Spreadsheet:
If you have more than 20 transactions and we can't log in with you or you prefer we don't, your 1099-B is usually available to you as a CSV spreadsheet. If you send us that we can group like transactions to save some time for us and expense for you instead of entering them all manually.
If we've lost you or you're not sure which is best for you, choose Import Transactions for the sake of the estimate and we'll discuss your situation before finalizing.
Manual Transaction Entries
*
Total 1099-B Entries
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
How many transactions are reported on your 1099-B?
Estimate So Far
$ 0.00
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Business Income
Did you have any Business Income? Business Income includes income from your own business (sometimes reported to you on 1099-NEC and 1099-Misc), Property Rentals (including rent from rooms in your home), Royalties, income from Partnerships And S Corps (K-1), and Farm Income.
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Yes
No
Which Business Income items do you have?
*
Your Own Business (non-farm)
Property Rentals
Royalty Income (1099-Misc)
Partnerships And S Corps (K-1)
Farm Income
Schedule C Profit Or Loss From Business - How much income did your business have last year?
*
Under $50,000
$50,000 - $75,000
$75,000 - $100,000
Over $100,000
In this case in particular, your estimate is just that. How your income is reported to you and your expense reporting is more important than the income in determining how much time we spend with you. We try to give you a general idea based on business income groupings historically, but we can't really know the final price here until we speak with you. With us, Schedule C filings automatically include a home office standard deduction when applicable and Qualified Business Income Deduction calculation.
Property Rentals - How many properties do you rent out?
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Total Properties
1
2
3
4
5
6
7
8
9
10
Be sure to include your home if you rent rooms in your home.
Royalty Income (1099-Misc) - How many 1099-Misc forms do you have for royalties?
*
Total Royalty 1099-Misc Forms
1
2
3
4
5
6
7
8
9
10
If you hold an operating oil, gas, or mineral interest or are a self-employed writer, inventor, artist, etc., then "royalties" received from these efforts (whether reported to you on 1099-Misc or not) are self-employment income to be reported under Your Own Business, not here.
Partnerships And S Corps (K-1) - How Many K-1 forms do you have for Partnerships and S Corps?
*
Total P&S K-1 Forms
1
2
3
4
5
6
7
8
9
10
If you have an S Corp and are a sole proprietor, you won't have a K-1 and that income should be reported under Your Own Business, not here. K-1s are also used to report income from Estates And Trusts. If your K-1 was issued to describe an annuity or other income from an estate or a trust, you should report that K-1 under Investment Income on the previous screen.
Schedule F Farm Income
*
Under $50,000
$50,000 - $75,000
$75,000 - $100,000
Over $100,000
In this case in particular, your estimate is just that. How your income is reported to you and your expense reporting is more important than the income in determining how much time we spend with you. We try to give you a general idea based on farm income groupings historically, but we can't really know the final price here until we speak with you. With us, Schedule F filings automatically include a home office standard deduction when applicable and Qualified Business Income Deduction calculation.
Estimate So Far
$ 0.00
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Real Estate Income
Did you sell any real estate you owned, including your primary home?
*
Yes
No
How many properties did you sell?
*
Total Properties Sold
1
2
3
4
5
6
7
8
9
10
Estimate So Far
$ 0.00
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Additional Income
Did you have any of the following? Check all that apply.
Gambling Income (W-2G)
Scholarships
Alimony Received
Foreign Wages
FICA on Tips (Form 4137)
Series EE and I Savings Bonds
Excess Retirement Contributions
Child's Income On Your Return
Foreign Account/Trusts
1099-NEC or 1099-Misc income we're not already reporting under a business in the previous section.
Estimate So Far
$ 0.00
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Adjustments To Income
Did you have any of the following Adjustments? Check all that apply.
Keogh, SEP, and SIMPLE Contributions
IRA Contributions
Educator Expenses
Student Loan Interest (Form 1098-E)
Moving Expenses
Alimony Paid
Medical Savings Accounts and Long-Term Care
Health Savings Accounts
Job Related Expenses
Self-Employed Health Insurance
Tuition Expenses
Whether you itemize or not, for 2022 you can deduct up to $2,500 in tuition provided you do not claim the American Opportunity tax credit or Lifetime Learning Credit.
Estimate So Far
$ 0.00
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Deductions
Standard Or Itemized Deductions
*
Standard Deduction
Itemized Deductions
The Standard Deduction for 2021 is $12,950 for Single or Married Filing Separately filers, $25,900 for Married Filing Jointly filers, and $19,400 for Head Of Household. There is an additional $1,400 for anyone over 65 or blind. The Standard Deduction is included in your estimate.
If you have mortgage interest, real estate taxes, investment depreciation, casualty and theft losses, etc. that might exceed the Standard Deduction, we're happy to calculate your Itemized Deductions for you.
Estimate So Far
$ 0.00
Plus Schedule A - Itemized Deductions can cost anywhere from $20 to $150 depending on how complex your situation is. We'll tell you how much after speaking with you and that charge will be on top of this estimate.
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Credits
Are you entitled to any of the following Credits? Check all that apply.
I have child care expenses.
I adopted a child.
I received a 1098-T.
I'm elderly and disabled.
I'm self-employed and had sick leave due to COVID.
I paid income taxes in a foreign country.
I received a Mortgage Interest Credit certificate.
I was a first time homebuyer in DC.
I improved my home's energy performance.
I have a plug-in electric vehicle.
I'm self-employed and contributed to my own retirement plan, or I'm employed and made voluntary contributions to my retirement plan above what was taken out of my paycheck, and also have not taken any disbursements from the plan in the past two years.
ACA Health Marketplace Insurance Coverage
I'm covered by a Marketplace policy and have a 1095-A.
Total Federal Estimate
$ 0.00
Plus Schedule A - Itemized Deductions can cost anywhere from $20 to $150 depending on how complex your situation is. We'll tell you how much after speaking with you and that charge will be on top of this estimate.
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State Returns
Where do you live?
*
Select Your State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Your state doesn't have income tax, so we didn't include a state return in your estimate. If you have earnings from another state and need to file there, we charge a flat rate of $65 per state.
New Hampshire doesn't tax earned income, so we didn't include a state return in your estimate. But New Hampshire does tax interest and dividend income if you received more than $2,400 for a single individual or $4,800 for married filing jointly. If you have interest and dividend income requiring you to file, or have earnings from another state and need to file there, we charge a flat rate of $65 per state.
Tennessee doesn't tax earned income, so we didn't include a state return in your estimate. But Tennessee does tax interest and dividend income if you received more than $1,250 for a single individual or $2,500 for married filing jointly (unless you're over 100 years of age - no we're not kidding). If you have interest and dividend income requiring you to file, or have earnings from another state and need to file there, we charge a flat rate of $65 per state.
Your state return is half price! We do a lot of business in MD and get cost breaks on the higher volume. We're happy to pass them on to you. If you have earnings from another state and need to file there too, we charge a flat rate of $65 per state.
State Return
Price:
$ 65.00
If you have earnings from another state and need to file there too, we charge a flat rate of $65 per state.
Maryland State Return
Price:
$ 32.50
Estimated Total
$ 0.00
Plus Schedule A - Itemized Deductions can cost anywhere from $20 to $150 depending on how complex your situation is. We'll tell you how much after speaking with you and that charge will be on top of this estimate.
Remove State Return
Remove State Return
You are not obligated to use us for your state return. If you prefer to handle your state return yourself through your state's website once we've given you your federal numbers, it's ok with us.
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Let's talk!
Estimated Total
$ 0.00
Plus Schedule A - Itemized Deductions can cost anywhere from $20 to $150 depending on how complex your situation is. We'll tell you how much after speaking with you and that charge will be on top of this estimate.
Your estimate is based on what you've told us and may not include other filing requirements we discover while talking to you or working on your return. For a more complete review, just give us your contact information and submit below. We'll receive this estimate and contact you for a chat.
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