Pricing & Services

One of the most common questions we get is, "How much does this usually cost?". The short answer: it depends on your situation-but we believe in being transparent about typical ranges so there are no surprises. 

The pricing below reflects organized, responsive clients who use our secure client portal. Final fees are confirmed once we review your specific situation. 

If you’re curious why tax preparation fees can vary so much, we’ve put together a simple explanation of what drives those differences. 

Pricing is based on factors such as:

• Type of return and schedules required
• Volumed and organization of documents
• Business or rental activity complexity
• Prior-year information availability
• Required review and coordination

During intake, we review your situation and provide a clear fee before engagement.

W-2 & Investment Income

For individuals and families with W-2s, interest, dividends, retirement income, and similar items. 

Typical range : $500 - $800

Self-Employed / Schedule C

Consultants, professionals, and sole proprietors with clean, well-kept records.

Typical range: $800 - $1,000

Rental Property Owners

Individuals with a few straightforward long-term rental properties.

Typical range: $800 - $1,000

S Corporations (Form 1120-S)

Compliance-only preparation. Books and payroll are provided by the client or a third-party provider.

Typical range: $1,500 - $2,000

S Corporation + Owner Individual Return

Includes both the S Corporation return and the shareholder's personal return.

Typical range: $2,000 -$3,000

Anderson Core intentionally focuses on individuals and S Corporations. Partnership returns (Form 1065) are accepted only on a limited, case-by-case basis. 

Proactive tax planning focused on simple, practical decisions that reduce taxes and improve cash flow. Planning is most valuable for S Corporation owners and individuals with growing income. This typically includes:

• Reasonable compensation analysis for S Corporation owners 
• Estimated tax projections and payment planning 
• Retirement contribution strategies (Traditional IRA, Roth IRA, Solo 401(k)) 
• Timing of income and expenses 
• Review of current year financials to identify opportunities before year-end 

Tax planning is not about complex strategies or aggressive positions. The focus is on fundamentals—making sure the structure is correct, income is reported properly, and taxes are minimized within the rules.

Typical range: $500 – $1,000

Anderson Core maintains a minimum engagement fee of $500.

In some cases - especially for family or long standing relationships - work may be discounted or provided at no cost by choice. Regardless of fee, all work is completed under a signed engagement letter so expectations are clear on both sides.