Individual Tax Return Preparation (Form 1040)

We understand that every tax situation is unique, and that’s why our pricing reflects the complexity and time involved—rather than just the number of forms.

Our fees for preparing individual 1040 tax returns typically start at $295 for straightforward cases. For more complex returns, where additional analysis, documentation, or consulting is needed, fees generally range from $430 to $720. In rare or highly detailed cases, the cost may be slightly higher.

We don’t charge based on how many forms are used—instead, we focus on the time and care required to ensure your tax return is prepared accurately, thoroughly, and in full compliance with IRS standards. Our goal is to provide you with peace of mind and the best possible outcome.

If you’re unsure where your situation falls, feel free to contact us—we’re happy to provide a personalized estimate before starting any work.

Here are some of circumstances which may impact your individual tax preparation fees (1040) :

• Small business, Schedule C activities (LLCs, Sole proprietor);

• Foreign financial assets, activities and foreign entity ownership (FBAR, Form 5471, 8938);

• Multiple states tax return;

• Trading stocks, cryptocurrencies;

• Rental property;

• Investments in partnerships, S-corp with Schedule K-1 ;

• Dependents.

One of the easiest and most effective ways to lower your tax preparation costs is by using our checklists and questionnaires. These helpful tools guide you through the process of organizing and summarizing your documents and financial information before your appointment.

By preparing in advance and providing complete, accurate information up front, you can significantly reduce the time we need to spend gathering details or requesting missing items. This not only helps us work more efficiently, but it also helps you save money on your tax preparation fee.

We highly recommend reviewing and completing the relevant checklist before your interview—it’s a small step that can make a big difference!

Individual Tax Return Preparation Examples

We have gathered some of examples of tax preparation fees for you to get an idea about PLUS/AUDIT’s fee policy.

Single state, one job with W-2, Certificate of deposit interest received. - $295

Single state, one job with W-2, Uber/DoorDash/Turo activities, buying/selling stocks. - $470

Single state, 2 rentals. - $570 and up, depends on complexity

Single state, investment with K-1 (partnership or S-corp). - $480 and up, depends on complexity

Single state, job income with W-2, 2 dependents, head of household status, qualifying for some of credits. - $565

Dependents, salary and other forms of income, such as investment income, more than one rental property, or have rental property in another state, investments in Partnership or S-Corporation - $850