Transparent Pricing · No Surprises

Tax Prep Pricing by Complexity

Your fee is determined by the complexity of your tax situation , not a number you choose from a menu. We review your return, confirm the appropriate range, and give you a firm number before we begin. No hourly billing. No surprise invoices at the end of tax season.

Standard

Clean returns with straightforward income and standard deductions.

Fee Range

$300 – $400

Federal + up to 1 state · Flat fee

Typical Situation

W-2 employees, retirees, and students with straightforward income and no business activity.

What's Included

✓Federal Form 1040
✓Up to 1 state return
✓W-2 wages, interest, dividends
✓Standard or itemized deductions
✓Common credits , child tax, EIC, education
✓e-File federal & state
✓Secure client portal (TaxDome)
✓30-min review call

Example Maria is a nurse with one W-2, $300 in savings interest, and two dependents. Her return is clean and consistent year to year.

Adaptive

Multiple income sources, self-employment, investments, or rental properties.

Fee Range

$700 – $1,000

Federal + up to 2 states · Flat fee

Typical Situation

Freelancers, 1099 contractors, landlords with 1–2 rentals, and investors with brokerage accounts.

Everything in Essential, plus:

✓Schedule C , self-employment / freelance
✓Schedule E , rental income (up to 2 properties)
✓Schedule D , capital gains & stock sales
✓Quarterly estimated tax calculation
✓Home office & vehicle deduction analysis
✓HSA & retirement contribution review
✓Up to 2 state returns
✓60-min review call

Example David is a solar sales rep (1099-NEC) with commission income, a home office, one rental property, and stock trades from a brokerage account.

Business

Business entity returns integrated with a personal 1040, or high-complexity personal situations.

Fee Range

$1,500 – $2,500

Entity return + personal 1040 · Flat fee

Typical Situation

S-Corp and LLC owners, real estate investors with multiple properties, and clients with equity compensation or foreign income.

Everything in Standard, plus:

✓Form 1120-S (S-Corp) or 1065 (Partnership)
✓Personal 1040 with K-1 flow-through
✓Officer reasonable compensation review
✓Shareholder basis & at-risk tracking
✓Depreciation schedules (Sec. 179 / Bonus)
✓3+ rental properties or RSU / ISO equity comp
✓CA LLC fee & entity-level state analysis
✓90-min year-end planning session

Example Kevin owns an S-Corp landscaping business. He needs his 1120-S filed, his K-1 flowing into his personal 1040, and a salary vs. distribution strategy reviewed annually.

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The All-Inclusive Philosophy , Your Fee is Confirmed Before We Start

Phænix uses flat-fee pricing , no hourly billing, no scope creep charges, no surprise invoices at the end of tax season. We review your prior return or intake questionnaire, confirm your tier, and give you a firm number upfront. If your situation falls between tiers or requires add-ons, we tell you before you commit , not after.

Add-Ons & Out-of-Scope Items

The following are not included in the base tiers and are quoted separately or added to the flat fee where noted.

Item	Description	Additional Fee
Filing Complexity
Additional State Returns	Each state beyond the included count (1 for Essential, 2 for Standard/Business)	+$100 – $200 / state
3+ Rental Properties	Each additional property beyond 2 on Schedule E	+$150 – $300 / property
Cryptocurrency	Reporting of digital asset transactions; complexity scales with volume	+$150 – $400
RSU / ISO Equity Comp	Restricted stock units or incentive stock options requiring AMT analysis	+$200 – $400
International & Compliance
FBAR / FinCEN 114	Foreign bank account reporting for accounts exceeding $10K threshold	+$150
Form 8938 (FATCA)	Statement of foreign financial assets required above certain thresholds	+$150 – $250
Form 5471	Information return for U.S. persons with interests in foreign corporations	+$500+
Foreign Tax Credit (Form 1116)	Complex foreign income sourcing and credit calculations	+$150 – $300
Prior Years & Corrections
Prior-Year Return	Preparation of a late or unfiled return for a prior tax year	+$150 – $300 / year
Amended Return (1040-X)	Correction of a previously filed federal or state return	+$250 – $400
Other Services
ITIN Application (W-7)	Individual Taxpayer Identification Number application for non-SSN filers	+$200
IRS Notice Response	Drafting a written response to an IRS or state agency inquiry	Quoted separately
Audit Representation	CPA representation during an IRS or state audit examination	Quoted separately