SERVICE PRICING
Service tiers
Every tier is fully virtual. No in-person meeting required.
Tax Filing
For a straightforward return
From $600 / year
We file the year that already happened, accurately and on time. A clean, well-run process from start to finish, all of it virtual.
- Optional needs call to start
- Service selection and scope of engagement
- Organizer you fill out at your pace
- Documents prepped internally
- Internal review of your return before anything is filed
- Video recap walking you through the finished return at delivery
- 1040 with 2 states and 3 municipalities, flat fee
Tax Filing and Planning
For equity compensation
From $1,000 / year
Everything in Tax Filing, plus real planning for the year ahead. Built for people whose pay includes RSUs, ISOs, or partnership equity, where the timing and the tax decisions actually move money.
Everything in Tax Filing, plus
- Review of your last two years of returns
- A written tax plan for the current year
- A planning review meeting over Teams
- An end-of-year meeting for tax projections
Tax Filing and Planning
For the self-employed
From $1,500 / year
The same planning depth, built for self-employed individuals and business owners with revenue under $1 million. We account for the parts of self-employment that change the math: estimated taxes, retirement plan choices, and how the business income flows onto your return.
Everything in Tax Filing, plus
- Review of your last two years of returns
- A written tax plan for the current year
- A planning review meeting over Teams
- An end-of-year meeting for tax projections
Entity returns
Every return is prepared virtually. No in-person meeting required.
Estate and Trust Returns
Form 1041
From $1,200 / year
Fiduciary income tax preparation for trusts and estates, handled with the detail these returns demand.
- Grantor, simple, and complex trusts
- Estate income tax returns
- Income distribution and beneficiary reporting
- Schedule K-1 prepared for each beneficiary
- Multi-state filings available
- Video recap of the return at delivery
Partnerships and S Corps
Forms 1065 and 1120-S
From $1,500 / year
Entity return preparation for partnerships and S corporations, including the owner reporting that has to tie back to each individual return.
- Partnership and S corporation returns
- Schedule K-1 prepared for each partner or shareholder
- State and local filings included
- Basis tracking
- Multi-state filings available
- Video recap of the return at delivery
Big Ideas, Real Impact.
At JCS Retirement Tax Advisors, we put our pricing out in the open because great advice shouldn’t feel like a guessing game.