TAX

Tax Pricing Guide

Individual Tax Returns

Federal 1040 + Montana Form 2

Basic Return

$150

Single filer
W-2 income only
Standard deduction

Intermediate Return

$225

Single or joint filers
Multiple W-2s
Additional income sources like 1099-INT, 1099-DIV
Simple itemized deductions (mortgage interest, property taxes, charitable contributions)
Child tax credit, education credits

Advanced Return

$345

Single or joint filers
W-2 and multiple 1099 income types (e.g., 1099-MISC, 1099-NEC, 1099-B for stock sales)
Investment income (crypto, capital gains)
Complex itemized deductions (medical expenses, substantial charitable contributions)
Retirement income (1099-R)
Income adjustments (student loan interest, retirement contributions)
Credits and deductions for dependents

Deposit is required for all tax clients, balance is due upon presentation Tax returns are processed in order of receipt of all required documents