Individual Tax Services

Pricing & Engagement Structure

Clear Pricing. Thoughtful Preparation. No Surprises.

Our pricing is based on complexity, not just forms.

Every tax return tells a story. Some are straightforward, while others involve investments, rentals, multiple income sources, or planning considerations that require additional care.

To ensure accuracy, compliance, and peace of mind, we use a structured intake process to assess complexity and align your return with the appropriate service tier. This allows us to price fairly, work efficiently, and give your return the attention it deserves.

Individual Tax Preparation — Tiered Pricing

Pricing is determined after completing our intake questionnaire and is based on the complexity of your tax situation.

Tier Typical Complexity Year-1 Pricing Range
Tier 1 – Simple One W-2, minimal extras $250 – $325
Tier 2 – Standard Multiple income sources, dependents, credits $375 – $550
Tier 3 – Advanced Investments, rentals, K-1s $650 – $950
Tier 4 – Complex Multi-state, multiple rentals, advanced reporting $1,050 – $1,500
Returns involving active self-employment, inventory, payroll, sales tax, or ongoing planning may require transition to Business Tax & Accounting Services

Individual Tax Preparation — Add-On Services

Certain situations may require additional work beyond standard return preparation. Add-on services are priced separately based on scope and complexity.

Add-On Price
Additional State Return $150 – $250
Rental Property (Each Additional) $150 – $300
Cryptocurrency (Active Trading) $250 – $500
Late-Season / Expedited Filing +20% – 30%
IRS Notice Response (Simple) $200 – $400
Add-on pricing applies when services fall outside the standard scope of individual tax preparation. More complex issues may require a separate engagement or transition to Business Tax & Accounting Services .

Founding Client Courtesy Credit

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(Limited Availability)

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Founding Client Courtesy Credit ♦ (Limited Availability) ♦

As Bourdeau Consulting launches its first year of independent practice, we are extending a one-time Founding Client Courtesy to clients who complete onboarding and engagement by February 28, 2026.

This courtesy is our way of thanking early clients who place their trust in us during our founding year.

Courtesy Structure

  • A one-time courtesy applied to your initial engagement only

  • Courtesy amount is applied within your service tier, not outside of it

  • Future years follow our standard pricing structure

Founding Client Courtesy Credit Limited Pricing

As Bourdeau Consulting launches its first year of independent practice, eligible clients who complete onboarding by [DATE] may qualify for a one-time courtesy applied within their assigned tier.

Tier Standard Range Founding Client Courtesy
Tier 1 – Simple $250 – $325 $250 – $275
Tier 2 – Standard $375 – $550 $375 – $475
Tier 3 – Advanced $650 – $950 $650 – $850
Tier 4 – Complex $1,050 – $1,500 $1,050 – $1,350
Courtesy applies to the lower portion of the tier range and does not reduce service scope or review standards. Courtesy is available for initial engagements only and is subject to availability.

Founding Client Courtesy Credit

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(Limited Availability)

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Founding Client Courtesy Credit ♦ (Limited Availability) ♦

Ready to Get Started?

Let’s Make Sure You’re in the Right Tier

Our intake process helps us understand your tax situation and align you with the appropriate service level — so there are no surprises, just clarity and confidence.

Start My Tax Intake

Takes about 10–15 minutes. No commitment required.