Welcome to Taxfolio Advisors!
Doing your taxes shouldn’t have to feel like navigating a maze. We offer transparent pricing for every financial picture, whether you have a simple return, expat filing, high-net-worth portfolio, or anything in between. We’re by your side at every step, providing guidance and support. Our team consists of experienced tax professionals who are either Enrolled Agents, the highest-credentialed authorized by the IRS, or state-licensed CPAs, ensuring that your taxes are handled with precision.
Your taxes handled remotely.
There are over 20 million high-net-worth individuals and business owners in the U.S. Most pay too much on their taxes. Our advisors have helped hundreds of business owners and individuals so they can keep more of what they’ve earned.
Work with our tax experts
Flat fees before you begin
IRS-authorized e-file firm
Student Tax Return
High school or college student
with W-2, no other complexity.
Student ID card required for discounted price.
$100
Simple Personal Tax Return
Form 1040 with standard deduction, tax credits, loan interest, overtime pay, qualified tips, and retirement plan distributions.
Learn MoreW-2, Earned Income Tax Credit (EITC), Child Tax Credit (CTC), Student loan interest deduction (1098-T), Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+), taxable qualified retirement plan distributions (1099-R).$250 + Add-ons
Complex Personal Tax Return
Form 1040 with itemized deductions to include charitable contributions, medical expenses, mortgage interest and state and local tax deductions.
Learn MoreW-2, Schedule A, Earned Income Tax Credit (EITC), Child Tax Credit (CTC), student loan interest deduction (1098-T), Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+), taxable qualified retirement plan distributions (1099-R), Unemployment income reported on a 1099-G, Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)$350 + Add-ons
High Net Worth Tax Return
Complex 1040 with multi-income sources, equity compensation support calculations, reconciling stock options, and basis adjustment.
Learn MoreRSUs/ISOs/ESPPs, Schedule D, and basis$1,500
Expat Tax Return
Form 1040 with itemized deductions to include charitable contributions, medical expenses, mortgage interest and state and local tax deductions. Included: foreign document translation, foreign compensation calculation, and FEIE / FBAR / FATCA as applicable.
$1,500
Notice/Letter Assistance
Interpreting IRS Notice/Letter
and laying out next steps.
$200
Tax Planning Retainer
Quarterly estimated tax
due + quarterly advisory sessions.
$75/month
U.S. Based Advisory
45 minute personal advisory session.
No tax preparation.
$150/hour
Catch-Up Tax Filings
Up to 3 years of federal filing for
non-willful non-filers.
$1,500 + Add-ons
Amended Returns
Amended 1040-X to correct a
previously filed return.
$300 + Add-ons
Add-ons
- Schedule B 1099-INT/1099-DIV/1099-OID +$100
- Schedule C (self-employment) +$250
- Schedule D (stock sales, capital gains, crypto) +$150
- Schedule E (per rental) +$250
- Schedule E (royalty income, Schedule K-1 income) +$200
- Schedule F +$200
- Schedule H (household employment taxes) +$150
- Form 3115 +$600
- State return (per state) +$100
- Form 8606, Rollovers +$100
- FBAR +$100
Have Questions?
If you aren’t sure which service you need, don’t hesitate to book your virtual consultation.
Our experts will explain everything in a 30 minute session, completely free of charge.
Book your free consultation today!
Small Business
Preparation of the Schedule C or E only.
This is not a tax return.
$400
S-Corp or Partnership
S-Corp or partnership tax return (Form 1120-S or 1065)
+ advisory session for S-Corp or partnership planning
(30 minute advisory session).
$1,500
Based Business Formation Consultation
LLC/S-Corp/Partnership entity information consultation;
excludes state filing consult. This is not for business formation – only for advisory. Business formation is separately priced depending on the scope of needs.
$300
Have Questions?
If you aren’t sure which service you need, don’t hesitate to book your virtual consultation.
Our experts will explain everything in a 30 minute session, completely free of charge.
Book your free consultation today!