How much does a tax return cost at PMD Financial?

An individual Form 1040 is $200 including one state return. A self-employed return with one Schedule C is $449. Add-ons such as itemized deductions or investment sales are $99 each, and each rental property is $150.

Is there a discount for new clients?

Yes. New clients get $25 off their first return, and clients get $25 off for each person they refer who files.

How much does bookkeeping cleanup cost?

After a free review of your books, cleanup is quoted as a fixed price, typically $100 to $150 per month of catch-up work for a small business. Ongoing monthly reconciliation is $150 per month.

Services & pricing

One price for the return, plus whatever applies to you.

Every return starts with a base price that includes your federal and one state return. If your situation needs more forms, the add-ons below are what you pay. Nothing else is added.

Tax preparation

1Individual return (Form 1040)$200

W-2 income, standard deduction, federal + one state return.

2Self-employed return (1040 + Schedule C)$449

Everything in the individual return, plus one business with organized records (a profit-and-loss summary or categorized spreadsheet).

Add-ons

3Itemized deductions (Schedule A)+$99Mortgage interest, property tax, charitable giving, medical expenses.
4Investment sales (Schedule D / 8949)+$99Stock, fund or crypto sales.
5Additional business (Schedule C)+$150Each business after the first.
6Rental property (Schedule E)+$150Per property.
7K-1 income+$99Per K-1 from a partnership, S corporation or trust.
8Additional state return+$75Moved during the year or earned income in another state.

Other forms are quoted after I review your documents, before any work starts. I prepare federal and state returns for clients anywhere in the U.S. California, Oregon, Maryland, New York and Connecticut require their own preparer registration, so for those states I'll confirm I can file yours before we start.

LLCs and businesses

Single-member LLCs usually file on Schedule C with the owner's personal return, which is the $449 self-employed return above. I'm not taking partnership, S corporation or C corporation returns this season.

$25 off your first return, and $25 for every referral.

New clients take $25 off their first return. When someone you refer files with me, you get $25 off your next return for each one.

Bookkeeping cleanup & reconciliation

For small businesses whose books have fallen behind, usually discovered at tax time. I work in QuickBooks Online and take a limited number of bookkeeping clients so each file gets real attention.

1File reviewFreeI look at your QuickBooks file or bank statements and tell you what's needed.
2Cleanup & catch-upFixed quoteCategorizing transactions, reconciling bank and card accounts, fixing duplicates and errors. Typically $100–$150 per month of catch-up work.
3Monthly reconciliation$150/moBank and card reconciliations each month, categorized transactions, and books ready for tax time.

Cleanup clients get the self-employed tax return at the listed price with the books already done.

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