Small Business / Rental Package

Small Business + Individual / Family Basic Package:

Drop-Off $499 / Drop-Off with Consult $599 / Enhanced Service $799

Includes everything in our Advanced Package, plus:

  • Schedule D
  • 1099-R Forms
  • Interest & Dividends
  • Foreign Tax Credit
  • One of the following:
    • One Schedule C Sole-Proprietorship or Single Member LLC, or
    • One Schedule E property
    • One Schedule F farm
    • Each additional Schedule C, E, or F: $200
    • Self-Employed Tax Deduction
  • Self-Employment Tax
  • Self-Employed SEP & Simple Plans
  • Self-Employed Health Insurance Credits / Deductions
  • Business Asset Depreciation
  • Tri-Met Tax Return
  • Portland City / Multnomah County Business License Return
  • Note: Accounting, when required, is billed hourly. These prices assume complete books in good order
  • Most additional forms not listed here run $150 – $200 each. If the form doesn’t require additional calculations, we generally include it in the return at no additional charge


*All new clients start at the drop-off with consult price level

*Returning clients are eligible for the drop-off pricing – with a completed organizer