Our Services
Tax and finance services designed for all, with transparent pricing and a focus on education.
Personal/Individual Tax Preparation
E-file included for all services, additional may apply based on complexity.
$250
1040
U.S. Income Tax Return
$250
Included: 1 State and 5 W2s
Additional W2 - $5 each
Additional State - $25 each
$250
1040X
Amended U.S. Income Tax Return
$250
Not filed by Capital Compass
Additional Forms
$25
Schedule A
Itemized Deductions
$25
$25
Schedule B
Interest and Ordinary Dividends
$25
Up to 10 Forms
Additional 1099-INT/DIV - $5 each
$150 each
Schedule C
Profit or Loss from Business
$150 each
Min. $50
Schedule D
Capital Gains and Losses
Min. $50
Per Transaction (if required) - $5
See pricing
Schedule E
Supplemental Income and Loss
See pricing
Part I - $100 per rental
Part II/III/IV - $25
$150 each
Schedule F
Profit or Loss from Farming
$150 each
$50
Schedule H
Household Employment Taxes
$50
$25
Schedule SE
Self-Employment Tax
$25
Contact for pricing
All other Forms
Based on complexity
Contact for pricing
Consultation and Representation
$1500
Personal Finance and Tax Planning
Full financial and tax plan to meet your goals
$1500
$400
Budget Coaching
8 weekly 30 minute sessions
$400
Add'l Sessions: $50
$125
/
hour
Tax Strategy Consult
$125
/
hour
$200
/
hour
IRS Audit Representation
$200
/
hour
$600 Retainer Required
Business Tax Preparation
Minimum $1000. Pricing based on complexity and completeness of books. Contact us for a consultation and pricing.
Bookkeeping and Payroll
$80/hour - contact us for negotiated monthly fees
Ready to work with a tax professional who understands your financial goals?
Schedule a free consultation to see how we can help accelerate your journey to financial independence.