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Minimum
Engagement Fee
All individual tax preparation engagements begin with a $500 minimum onboarding fee.
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Confirms the engagement
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Covers administrative setup and onboarding
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Initial document review and tax return setup
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Is applied toward the final tax preparation fee
Example Calculation
Total Preparation Fee | $900
Onboarding Fee (Paid at Engagement) | $500
Remaining Balance | $400
Balance due before final tax return filing.
MAJOR CPA SERVICES
Estimated Pricing Table
RETURN Type
Typical Price Range
Basic W-2 Return
$500 – $650
Standard Individual Return
$900 – $1,500+
Self-Employed / Schedule C
$900 – $1,500+
Real Estate / Investments
$900 – $1,600+
Real Estate / Investments
$1,200 – $2,000+
MAJOR CPA SERVICES
Examples of Situations
by Category
Basic W-2 Return
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W-2 income
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Standard deduction
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Interest income (1099-INT)
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Limited investment reporting
Standard Individual Return
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Married Filing Jointly
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Multiple W-2 forms
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Retirement income (1099-R)
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Mortgage interest (1098)
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Education credits (1098-T)
Self-Employed / Schedule C
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Independent contractor income
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Business expenses
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Home office deductions
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Multiple income streams
Real Estate or Investment Activity
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Rental properties (Schedule E)
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Depreciation schedules
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Capital gains reporting
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Brokerage activity
Complex or Multi-State Returns
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Multiple state filings
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City income tax returns
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Multiple businesses
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Significant investment activity
Factors That May Increase Complexity
Additional tax schedules (C, D, E, F, etc.)
Large brokerage transaction volumes
Cryptocurrency transactions
Foreign income reporting
Multiple rental properties
Prior year tax corrections
Late filings or delinquent returns
IRS notices or correspondence
Large volume of tax documents
Actual pricing may increase depending on additional tax forms, schedules, or complexity. Clients will always be informed of the final fee before filing.
Pricing Transparency Commitment
Major CPA Tax & Accounting Services PLLC is committed to transparent pricing. Estimated pricing ranges help clients understand expected costs before onboarding. Final fees are confirmed after reviewing documentation.
Client reviews completed return
Remaining balance is paid
Final invoice is issued
Filing authorization forms are signed
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