Service 02 · 2026 tax filing

Tax Services — pricing

These are starting prices from the 2026 Tax Client Questionnaire — final pricing varies with the forms and complexity of your return. Complete the tax questionnaire and your exact price is confirmed before filing begins.

Individuals

Individual Tax Filing

$375starting

For W-2 earners and straightforward personal returns.

  • Federal + state included
  • Secure client portal
  • File Now Pay Later option
  • All 50 states
Start the tax questionnaire
Self-employed

Self-Employment Tax Filing

$650starting

For freelancers, contractors, and gig earners filing a Schedule C.

  • Federal + state included
  • Schedule C / minor forms
  • Secure client portal
  • P&L statement required
Start the tax questionnaire
Small business

Small Business Tax Filing

$750starting

For businesses with average annual revenue under $60,000.

  • Schedule C, LLC, Partnerships
  • Corporations & S-Corps
  • Secure client portal
  • P&L statement required
Start the tax questionnaire
Mid-size business

Mid-Size Business Tax Filing

$950starting

For businesses with average annual revenue over $60,001.

  • Everything in Small Business
  • K-1s for all partners & shareholders
  • Secure client portal
  • P&L statement required
Start the tax questionnaire

Deposits & add-ons

Enrollment deposit (non-refundable)$65
Rush deposit — filed within 24 business hours of receiving all documents (non-refundable)$150
Audit Protection$69
RITA filing$50
Extra copies — one complimentary copy included$25 each

Ways to pay

Fees paid from your refund+$39.95
Installmentsvia Sezzle
Refund Advance Loan, on a prepaid card, at no additional cost$500–$6,000

Also available: ERTC filing

A separate service with its own questionnaire. Deposit is $200 for the standard 10-business-day track, or $450 for the 24-business-hour track.

$1,500starting price

Tax Planning

Forward-looking strategy work on your tax position — entity and timing decisions, deduction and credit planning, and a plan for the year ahead, not just the return behind you. Scoped with Nicole Montgomery before work begins.

$250per hour · advisory rate

Estimated Taxes

Quarterly estimated-tax calculation and filing support for self-employed and business clients — income review, voucher amounts, due-date reminders, and a year-end true-up against your filed return.

$250per hour · advisory rate

Also available from the Tax team: tax research, IRS and state tax resolution, and sales tax filings — scoped and priced on the advisory call.

One-on-one tax consultation with Nicole Montgomery

One full hour on your tax situation — before, during, or after filing season. The same $250 rate applies in every Prosperity IQ service.

$250per 1-hour call · paid in advance
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