Tax Preparation
We prepare personal, self-employed, and business returns. The prices below are starting prices; your final preparation fee depends on actual return complexity.
Planning for the 2027 tax season? Register Early Interest.
Explore Service Packages · Complete Intake
Service packages
Each higher tier includes everything in the previous tier plus the services and features listed at that level. Expanded limits replace lower-tier limits where stated.
Personal Tax — Starting at $249
- Federal individual return
- State return where applicable
- Standard W-2/1099 income
- E-filing
- Digital return copy
- Basic filing support
Complete Intake — include Personal Tax as your selected package.
Personal Tax Plus — Starting at $399
Includes everything in Personal Tax, plus:
- Itemized deductions
- Multiple income sources
- Investment income
- Additional schedules within normal scope
- More complex credits/deductions
Complete Intake — include Personal Tax Plus as your selected package.
Self-Employed Tax — Starting at $599
Includes everything in Personal Tax Plus, plus:
- Schedule C preparation
- Business income/expenses
- Self-employment calculations
- Business deduction organization
- Estimated-tax planning
- Basic business tax-document organization
Complete Intake — include Self-Employed Tax as your selected package.
Business Owner Tax — Starting at $899
Includes everything in Self-Employed Tax, plus:
- Personal return
- Applicable business return within defined package scope
- Business financial review for preparation
- Year-end bookkeeping coordination
- Tax-document organization
- Next-year tax workflow setup
Complete Intake — include Business Owner Tax as your selected package.
Tax preparation process and payment
- Tax Intake
- Document Collection
- Return Preparation / Final Scope
- Final Preparation Fee
- Payment in Full
- Filing / Final Delivery
No tax preparation deposit is collected. Your final fee is determined after preparation and final scope review. Payment in full is due before filing and final delivery. Complex entities and custom returns require a quote.
Altaire does not guarantee tax outcomes, refunds, or processing timelines.
Included costs and scope
One price covers the services and standard launch costs included in your selected package. Standard one-time setup costs and the first month of required paid third-party subscriptions are included where applicable. Website/domain packages include standard first-year domain registration where stated. After the included introductory period, ongoing third-party subscription costs become your responsibility.
Premium software, premium themes/plugins, specialty domains, unusually large print quantities, paid media/ad spend, billboard placement, government filing and licensing fees, photography/video, and upgrades outside the stated scope are separate.
Your delivery estimate is confirmed during onboarding after required content, documents, and access are received. Client delays pause the timeline. Revisions stay within the stated scope; new concepts, pages, integrations, or deliverables may require an add-on or new quote. Please provide accurate information, approvals, and required assets through your assigned secure intake or portal. Do not send sensitive financial or identity documents through a general contact form.
Tax preparation is paid in full after the final preparation fee is determined and before filing or final delivery. No deposit is required. Existing payment methods are unchanged.
Related service options
Altaire Financial Group: Individual, self-employed, and small-business tax preparation and planning support.
- Individual Tax Preparation — Tax preparation support for individual filers, with document review and service scope confirmed through intake.
- Self-Employed Tax Preparation — Tax preparation support for freelancers, independent contractors, gig workers, and other self-employed clients.
- Small Business Tax Preparation — Business tax preparation support based on the entity, records, filing needs, and agreed engagement.
- Tax Planning Support — Planning support coordinated with your income, business records, and tax-preparation needs.