The Millennial CPA Pricing Chart

Tax Compliance and Beyond for Individuals, Freelancers & Small Businesses

💼 Tax Filing Packages

Essential – $750

Best for W-2 employees or individual filers who are sick of TurboTax and seasonal tax prep centers.

Includes Federal return + 1 state + application of relevant tax credits.

Freelancer/Sole Proprietor – $1,450

Best for 1099 workers, contractors, or small business owners who need a trusted expert.

Includes all of the above + Schedule C + year-end business income & expense review.

The Power Couple – $2,610

Everything in Freelancer/Sole Prop — but for a married couple filing jointly (save 10%).

Partnerships – $1,950

Form 1065 with up to 3 partners included.

Includes Partnership Return + 1 state + year-end business income & expense review.

Corporations – Starting at $2,450

For C-corps or S-corps with standard complexity.

Includes Form 1120 + 1 state + year-end business income & expense review.

➕Common Add-Ons & Adjustments

Married Filing Jointly: +$500
(Applies to Essential or Freelance/Sole Prop when filing jointly with spouse)
Additional State Returns: +$350 each
The Landlord / AirBnB Host: +$500 per property
The Investor: +$250 for 100+ transactions (including crypto)
The High Roller: +$500 if you receive a K-1 from a business or estate plan
Foreign Bank Accounts, Foreign Income, FBAR: Custom pricing
Corporate Tax Credits: Custom pricing
Rush Filing (within 72 hours): Custom pricing
Special Projects: Custom pricing (IRS notices, bulk amendments, and more)

The pricing chart represents the vast majority of cases we see.

If you go through the Quote Builder and indicate an unusual or particularly complex tax situation, we’ll evaluate your submission and explain our pricing.

Otherwise, the quote you see in Quote Builder will be what you get.

Transparency and peace of mind are our forever credos.

What’s Included? (Beyond the Tax Return)

Working with The Millennial CPA isn’t just about filing taxes — it’s about access, clarity, and support from a real expert when you need it most. We believe clients deserve more, so with every Tax Filing Package listed above, the following is included:

  • 📧 Email Privileges
    Because what good is hiring a CPA if you can never reach them? Easily reach us anytime through the secure portal and ask away. As soon as you become a client, we unlock your personal secure portal for drag and drop documents, conversations, and more.

  • 📲 Smartphone Access via Secure App
    Use our secure app to upload documents, message us directly, review tax return drafts, and e-sign — all from your phone. We’ll share all the details about downloading and using the app in our Welcome Packet for new clients.

  • 📅 Scheduled Office Hours
    Have a complex tax situation you want to talk through, or just want some quick reassurance that everything is on the right track? Clients are invited to book 1:1 time during weekly office hours. No back-and-forth — just click and connect.

  • 🧑 Priority Human Support from our Virtual Office
    No more chat bots that are incapable of answering an actual question, or automated phone recordings that route you to nowhere. When you're a client of The Millennial CPA, you're a client, which means you deserve a direct line to us when you need it most. You can speak with a real person on the phone, quickly and easily, in case of a tax emergency.

  • 🎯 Targeted Guidance, Every Step of the Way
    Never feel confused or unsure. From our premium onboarding materials to our clear processes designed to guide you with expertise, we pride ourselves on a service that never leaves you hanging or wondering what’s going on. See our About page for the 6 easy steps we take for tax prep, together.

This kind of structure is rare in the professional services world — and it's built to make your life easier.

And best of all, it’s all included complimentary and free, to Millennial CPA clients ONLY.

Services Offered

  • Get your tax return done start to finish with a Tax Filing Package. The Quote Builder will help you determine what add-ons belong with your return and send you an obligation-free quote.

  • When you’re our client, you will get to email with the Millennial CPA to ask question or seek tax advice, year round. This perk is reserved exclusively for tax preparation clients - you heard it here first!

    Build your quote to join our community of happy clients today.

  • When you work with us, you’re more than just a tax return filed. You’re a valued client, a face with a name, and we’d love nothing more than to help your small business grow with periodic email updates and advice.

    Check out the Quote Builder to get started now.

  • Like what you see? Stay tuned for a growing array of features and add-on packages, all offered with priority to our trusted clients, first and foremost.

    Since our time isn’t wasted with random inquiries, our response time stays fast and your level of service stays high when you become a client of The Millennial CPA.