Pricing & Packages

Transparent. Flat-Rate. Tailored to You.
We keep our pricing simple and upfront. Below are our most popular services, with typical price ranges based on complexity. Final quotes are always confirmed before any work begins. 

Tax Preparation Services

We offer professional, accurate, and transparent tax return preparation for individuals and businesses. All tax returns are reviewed by an Enrolled Agent (EA) to ensure accuracy, compliance, and to help maximize your eligible tax savings. Pricing is based on the required forms and complexity of your return. 

Individual Tax Returns

  • Form 1040 (Standard) + State Return: $200

Includes unlimited W-2s and/or Social Security income. Additional income types may require extra schedules — see pricing below.

  • Form 1040 (Itemized) + State Return: $350

 Includes itemized deductions and unlimited W-2s and/or Social Security income. Additional income types may require extra schedules — see pricing below.

  • Form 1040 (Standard) + Schedule C Business (Sole Proprietorship or Single-Member LLC) + State Return: $500

  • Form 1040 (Itemized) + Schedule C Business (Sole Proprietorship or Single-Member LLC) + State Return: $650

*For multiple businesses, an additional $200 applies per additional Schedule C.

Business Tax Returns

  • Form 1065 (Partnership): $700

  • Form 1120-S (S Corporation): $800

  • Form 1120 (C Corporation): $1,200

Additional Schedules

  • Schedule E (Rental): $200

  • Schedule D (Capital Gains and Losses): $100

  • Schedule F (Farm): $200

  • Schedule EIC (Earned Income Credit): $50

  • Schedule 8812 (Child Tax Credit and Credit for Other Dependents): $50

Other Services

  • Tax Extension Filing: $70

Final pricing is based on the number of forms and the complexity of the tax return. All fees are confirmed before any work begins.

Tax Planning Services

Strategic tax planning helps you reduce your tax liability legally and make informed financial decisions year-round. Whether you’re self-employed, operate an S-Corp, or invest in real estate, a personalized session can save you significantly more than the cost of the consultation.

Tax Planning Session: Starting at $500

This one-on-one session is tailored to your business activity and personal tax situation. We’ll review your current income, deductions, entity structure, and long-term goals, then provide specific recommendations for minimizing taxes and improving compliance.

What’s included:

  • In-depth review of income sources and expenses

  • Entity selection or S-Corp salary strategy (if applicable)

  • Tax-saving opportunities based on current and upcoming activity

  • Estimated tax payment guidance (if needed)

  • Written summary of key recommendations

Final price depends on the complexity of your business structure, number of income sources, and scope of analysis.

Business Launch Package

Price: $500 + state filing fees 

This all-inclusive service is designed for new entrepreneurs who want to start their business with the right structure from day one. The package includes LLC formation, EIN application, a standard operating agreement template, and a step-by-step compliance checklist to help you stay on track. We also provide an overview of estimated tax payments and guidance on tax obligations for your entity type. This package offers personalized, tax-focused support to ensure your business is set up correctly and positioned for long-term success.

S-Corp Election with Personalized Tax Setup

Price: $700

Optimize your business taxes the right way — legally and strategically.
This service is ideal for LLC owners or sole proprietors ready to take advantage of the tax benefits of S-Corporation status. It includes S-Corporation Election, personalized tax advising to determine reasonable compensation, payroll system setup, creation of an accountable plan (if applicable), and compliance guidance to ensure ongoing legal and tax obligations are met. We’ll help you structure your compensation and operations to reduce your tax liability while staying compliant with IRS rules.

Note: S-Corp election must be filed within 75 days of entity formation or the beginning of the tax year to be effective for the current year.

Quarterly Estimated Tax Help

Price: $350 per quarter
Stay ahead of tax deadlines and avoid underpayment penalties with professional quarterly tax calculations. We’ll review your year-to-date income and expenses, calculate your estimated federal and state payments, and provide clear instructions for submitting them. Ideal for self-employed individuals, S-Corp owners, and freelancers with variable income.

1099 Filing & Compliance Support

Base fee: $200
Covers compliance review, W-9 collection guidance, payer setup, and IRS registration (if needed).

Filing fees: $50 for each 1099.
Includes electronic filing and IRS submission.

Why Choose US?

At CleverTax, we’re more than just a tax service — we’re your long-term partner in financial clarity and compliance. From filing returns to building tax-efficient businesses, we focus on strategy, accuracy, and personalized support. Whether you’re launching a new venture or optimizing your current finances, we work with you every step of the way to make smart, confident decisions that align with your goals.

Key Benefits of Working with Us:

✓ Personalized guidance from a federally credentialed Enrolled Agent (EA)

✓ Strategic support to reduce taxes, build stronger businesses, and stay compliant

✓ Professional reports and filings prepared to meet IRS and legal standards

✓ Transparent pricing with clear estimates and no surprise fees

Ready to Work Together?

Whether you’re looking to file your taxes, launch a new business, plan ahead for tax season, or optimize your current strategy — we’re here to help you move forward with confidence.