Line drawing of a woman with dark hair wearing a green shirt and a gold hoop earring, talking on a phone.

Tech-Enabled Tax Services

Tax Compliance and Beyond
for Individuals, Freelancers
and Small Businesses

The Millennial CPA pricing chart has options for everyone.

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.

Pricing Chart

Icon of a computer monitor displaying a dollar sign with text lines, inside a circular background.

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.

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 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.

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: + $450 if you receive a K-1 from a business or estate plan

    NSO, ISO, Stock Options and Exercise: Compliance Advisory and Custom Pricing

    Foreign Bank Accounts, Foreign Income, FBAR filings: Complimentary evaluation and custom pricing

    Corporate Tax Credits: Complimentary evaluation and custom pricing

    Rush Filing: Rush fee, subject to availability

    Special Projects: Custom Pricing (IRS notices, prior year amended returns, catch-up filing, and more)

A colorful drawing of a person with black hair, wearing a green shirt, blue jeans, and yellow shoes, sitting on a skateboard and holding a skateboarding device.

What’s included?

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.

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

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

A digital illustration of a person with dark hair and a green shirt, holding a tablet, with a background featuring colorful icons and gears.

See our FAQ to learn what to expect when you become a client.

Services Overview

  • 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 questions 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.

  • Taxes as a freelancer can be incredibly confusing and overwhelming. When you go with our Freelancer/Sole Proprietor package, we’ll guide you every step of the way.

    The Quote Builder will guide you through everything we’ll do to help, with an expert’s eye on what’s important about your unique tax situation.

  • When you become a business, whether a corporation or an LLC, taxes become a year-round concern. The Millennial CPA is dedicated to making sure you understand your unique tax calendar, including what to file and when, year-round.

    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.

Try Our Tax Quoter