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One-Time Help, No Subscription
Not every client needs a monthly package. Our one-time services cover a tax return, a planning session, a cleanup, or a notice, priced up front and done right.
Choose What You Need
Every one-time service is handled by the same CPA who works with our monthly clients.
Personal Tax Return
From $400
With self-employment income (Schedule C): from $700
Your individual tax return (Form 1040), prepared and signed by a CPA.
Request thisBusiness Tax Return
From $1,000
A business tax return only: S corporation (Form 1120-S), partnership (Form 1065), or C corporation (Form 1120). You keep your own books, and we prepare and file the return.
Request thisTax Planning Session
$500
A one-time tax projection and planning session, so you know what to set aside and what moves to make before year-end.
Request thisS Corp Analysis
$750
A full S corporation analysis. If the numbers work, we file the election, set up payroll, and document your salary.
Request thisCatch-Up Bookkeeping
$200 per month cleaned ($750 minimum)
Catch-up bookkeeping for months that got away from you.
Request thisNotice Protection
$15 per month
Coverage for IRS and state tax letters on returns we prepared. When one arrives, send it to us and we handle the response.
Request thisWhat Affects the Price
Starting prices cover a typical return. Here's what's included, and what can add to the price. You'll always get a firm quote after we review your documents, before any work begins.
Personal Tax Return (from $400) includes
- Your federal return and one state return
- W-2 wages, interest, dividends, retirement income, and Social Security
- Standard or itemized deductions and common credits, such as the child tax credit
- E-filing and secure document exchange
Schedule C (from $700) and Business Tax Return (from $1,000) include
- One business with books that are reconciled and current
- Federal return and one state return
- K-1s for up to two owners
- Depreciation on a typical set of business assets
What can increase the price
- Additional state returns
- Rental properties (each property adds work)
- Investment sales, cryptocurrency, or high-volume trading
- K-1s received from partnerships, S corporations, or trusts
- Foreign accounts, income, or reporting forms
- Additional businesses or owners
- Books that need cleanup before the return can be prepared
- Missing prior-year records, carryovers, or basis history
One-Time Services Questions
Why Might My Quote Be Higher Than the Starting Price?
Starting prices cover a typical return: a federal return, one state return, and common income and deductions. Additional states, rental properties, investment sales or cryptocurrency, K-1s, foreign reporting, more owners, or books that need cleanup all add work. We review your documents first and give you a firm quote before anything begins, so there are no surprises on the invoice.
Is There a Minimum?
No. One-time services are available to anyone, with no revenue minimum and no monthly commitment.
How Does It Work?
Tell us what you need. Marty replies within one business day with a quote and next steps, and you'll upload documents through our secure portal. Payment is due before work begins.
Can I Upgrade to a Monthly Package Later?
Yes. Many clients start with a Personal Tax Return or Tax Planning Session. If you move to a monthly package, an S Corp Analysis fee is credited toward your first three months of Ascent.
Tell Us What You Need
Answer a couple of quick questions, and Marty will reply within one business day with a quote.