Individual Tax Return Fees

At Neese Financial, I am committed to providing transparent and competitive pricing with no hidden fees. My goal is to help you secure the maximum refund you are eligible for, without compromising your budget. I have thoughtfully developed a tiered pricing structure to accommodate a wide range of tax situations with care and precision.

    • Form 1040

    • W-2 Income

    • 1099-INT and 1099-DIV (that do not require Sch B, $1500 or less)

    • Standard Deduction

    • 1 State Tax Return

    • No Credits

    • W-2 Income

    • 1099-INT & 1099-DIV (that do not require Sch B, $1500 or less), 1099-G, 1099-R, RRB 1099-R, and SSA-1099.

    • 1 Tax Credit (EITC, Child Tax Credit, or Child and Dependent Care Credit) Additional Charge of $30 for each additional credit.

    • Standard Deduction

    • 1 State Tax Return

    • W-2 Income

    • 1099-G, 1099-R, RRB 1099-R, and SSA-1099.

    • 3 Tax Credits, including but not limited to: EITC, Child Tax Credit, and Child & Dependent Care Credit. Additional Charge of $30 for each additional credit

    • Schedule A - Itemized Deductions

    • Schedule B - Interest and Dividends. 1099-INT & 1099-DIV

    • Schedule D - Capital Gains and Losses (Up to 30 transactions) Excludes Crypto

    • 1 State Tax Return

    • W-2 Income

    • 1099-G, 1099-R, RRB 1099-R, and SSA-1099.

    • Unlimited Tax Credits, including but not limited to: EITC, Child Tax Credit, and Child & Dependent Care Credit. Additional Charge of $30 for each additional credit

    • Schedule A - Itemized Deductions

    • Schedule B - Interest and Dividends. 1099-INT & 1099-DIV

    • 1 Schedule C, E, or F. (Business, Rental Property, Farm Income)

    • Schedule D - Capital Gains and Losses (Up to 30 transactions) Excludes Crypto

    • 1 State Tax Return

Additional Costs

$40 | Multi-State - Fee is Per Additional State

$3 | Per Additional Stock Trade - Schedule D

$100 | Per Additional Rental Property - Schedule E, Part 1

$100 | Per Additional Business - Schedule C or F

$30 | Forms 1095A & 8962 - Premium Tax Credit

$100 | Sale of Residential Home - Non-rental

$150 | Sale of Residential Home - Rental

$65/Hour | Cryptocurrency Trading - Schedule D

$100 - $400 | Schedule K-1

$100 | Amended Return