Every price, published. No hourly billing, no April surprises.
These are real prices for real situations, benchmarked against what national firms and independent preparers actually charge. You get a firm number in writing before any work starts, and we honour published prices for 30 days from August 10, 2026.
Build your number in about thirty seconds.
Pick what describes your year and add anything unusual. The estimator uses exactly the same prices as the tables below — there is no hidden markup waiting at the end.
- No email address and no account needed to see the number
- Your selection carries over to the quote form if you continue
- The written quote we send back is what you actually pay
- Every tier includes the federal return, one state and e-filing
Not sure which one you are? Pick the closest and add a note when you request the quote — or just call (435) 341-4014 and describe your year in a sentence. Getting you into the right tier is our job, not yours.
Instant flat-fee estimate
About thirty seconds. No email address, no account, no card.
Pick your situation above to see your price.
An estimate based on what you selected, not a bill. We confirm a firm flat price in writing after a quick look at your situation — and if it turns out simpler than it looked, the price goes down, not up. Prices honoured for 30 days from August 10, 2026.
Individual & family returns
One flat fee covering your federal return, one state return, e-filing, a review call before anything is filed, and free extension filing. Additional states, extra rental properties, additional K-1s and foreign reporting are priced in the add-on tables below and appear on your written quote before you commit.
Essential
W-2 income and the standard deduction.
- Up to four W-2s
- Interest and dividends (1099-INT and 1099-DIV)
- Child Tax Credit, Earned Income Credit, education credits
- Student loan interest, HSA and retirement contributions
- Federal return plus one state, e-filed
Homeowner
Itemised deductions on Schedule A.
- Everything in Essential
- Mortgage interest and property tax
- State and local tax deduction, optimised against the cap
- Charitable contributions with a substantiation review
- Medical expense analysis
- Itemised and standard calculated both ways, filed whichever wins
Self-Employed
Freelance, gig, contractor or single-member LLC.
- Everything in Essential
- Schedule C with a full expense review
- Home office and vehicle deductions
- Section 199A qualified business income deduction
- Self-employment tax and the SE health insurance deduction
- Next year’s quarterly estimate calculations included free
Investor & Landlord
Capital gains, crypto and rental property.
- Everything in Essential
- Schedule D and Form 8949, any number of transactions
- One rental property on Schedule E
- Depreciation schedules built and carried forward
- Passive loss and at-risk limitation tracking
- Each further rental $175, each K-1 received $65
Prices assume a single tax year and the situation described. Additional states, extra rental properties, high-volume investment activity and foreign reporting are priced in the add-on table below. Married filing jointly is one return, not two — there is no couple surcharge.
Business and fiduciary returns
Flat fee per return, covering the federal return, one state return, e-filing, and Schedule K-1s for up to two owners. Additional state business returns are $145 each and additional K-1s are $65 each; both appear on your written quote before you commit.
Sole Proprietor / Single-Member LLC
Schedule C filed inside your personal return.
- Schedule C and Schedule SE
- Section 199A qualified business income deduction
- Depreciation and Section 179 elections modelled
- Home office and vehicle
- Federal return plus one state
Partnership / Multi-Member LLC
Form 1065.
- Form 1065 and all schedules
- K-1s for up to two partners
- Capital account maintenance
- Guaranteed payments and special allocations
- Federal return plus one state
S-Corporation
Form 1120-S.
- Form 1120-S and all schedules
- K-1s for up to two shareholders
- Basis and accumulated adjustments tracked
- Reasonable compensation reviewed
- Federal return plus one state
C-Corporation
Form 1120.
- Form 1120 and all schedules
- Book-to-tax reconciliation (Schedule M-1 or M-3)
- Depreciation and net operating loss tracking
- Federal return plus one state
Estate or Trust
Form 1041.
- Form 1041 and all schedules
- K-1s for up to two beneficiaries
- Distributable net income calculation
- Federal return plus one state
Nonprofit
Form 990 or 990-EZ. Form 990-N is $150.
- Form 990 series return
- Functional expense allocation
- Schedule A public support test
- Governance and disclosure schedules
Books and return together. Monthly bookkeeping clients take 15% off the business return, and the owner’s personal return is prepared alongside it so the K-1, the basis and the estimated payments all agree with each other. That coordination is where most of the errors we clean up for new clients came from.
Monthly bookkeeping
Cash-basis, month to month, cancel any time with 30 days’ notice and unused prepaid months refunded in full. Transaction counts are every line hitting your bank and card accounts. Accrual basis or inventory adds $95 a month; each account beyond the tier is $35 a month. Bookkeeping clients take 15% off the business tax return.
Micro
Side business or a brand-new LLC.
- Up to 75 transactions a month
- One bank and one card account reconciled
- Monthly profit & loss and balance sheet
- Year-end package ready for your return
- Email support with a two-business-day reply
Starter
Established sole trader or owner-only S-corp.
- Up to 150 transactions a month
- Up to three accounts reconciled
- Monthly reports plus owner draw and loan tracking
- Fixed assets tracked for year-end depreciation
- Sales tax figures prepared for filing
Growth
Small business with staff or contractors.
- Up to 300 transactions a month
- Up to five accounts reconciled
- Receivables and payables tracking
- Monthly reports plus a quarterly review call
- Payroll fully integrated into the books
Scale
Multi-channel or multi-location.
- Up to 600 transactions a month
- Up to eight accounts reconciled
- Class, location or project tracking
- Monthly review call with your bookkeeper
- Cash-flow forecast and budget-versus-actual
Transaction counts are the total lines flowing through your bank and card accounts in a month. If you are consistently over a tier we tell you and move you up — and if you are consistently under, we move you down. Payroll is priced separately in the table below.
Everything for the year, in one monthly figure.
The same services as above, bought together. Each card shows what the identical work costs à la carte from the tables on this page, so you can check the saving rather than take our word for it. Twelve-month term, billed monthly in advance.
Self-Employed Essentials
For a freelancer or single-member LLC who wants the whole year handled.
$3,180 a year · the same work priced separately comes to $3,555, so this saves $375.
- Schedule C personal return with one state ($520, less the 15% bookkeeping discount = $442)
- All four quarterly estimated tax calculations (already free with a Schedule C return)
- Micro bookkeeping, up to 75 transactions a month ($249 × 12 = $2,988)
- 1099-NEC filing for up to five contractors ($125)
- Year-round questions answered at no extra charge
S-Corp Complete
Everything an owner-operated S-corporation needs, in one monthly figure.
$5,628 a year · the same work priced separately comes to $6,269, so this saves $641.
- Form 1120-S with one state ($995, less the 15% bookkeeping discount = $846)
- Your personal return at the Homeowner tier with one state, including the K-1 from your 1120-S ($405 + $65)
- Owner-only payroll: setup, every filing and the W-2 ($295 setup + $85 a month = $1,315 in year one)
- Micro bookkeeping, up to 75 transactions a month ($249 × 12 = $2,988)
- All four quarterly estimated tax calculations (already free with an 1120-S)
- Annual reasonable compensation review ($650)
Bundles assume the situation described on the card. Extra states, extra rental properties, additional K-1s, additional employees and higher bookkeeping volume are priced from the tables below and appear on your written quote before you commit. Cancel with 30 days’ notice after the twelve-month term; prepaid months are refunded in full.
Add-ons and one-off work, priced the same way.
Nothing here is a surprise charge. If any of it applies to you it appears on your written quote before you commit, and if it turns out not to apply, it comes off.
| Service | Fee |
|---|---|
| Each additional state return, individual | $95 |
| Each additional state return, business | $145 |
| Itemised deductions (Schedule A), if your tier does not include them | $110 |
| Self-employment income (Schedule C), per business, if your tier does not include it | $225 |
| Investment or crypto sales (Schedule D and Form 8949), if your tier does not include them | $145 |
| Each Schedule K-1 received | $65 |
| Each K-1 issued to an owner beyond two | $65 |
| Each rental property beyond the one included (Schedule E) | $175 |
| Farm income (Schedule F) | $235 |
| Household employees (Schedule H) | $95 |
| Foreign earned income exclusion (Form 2555) | $225 |
| Foreign tax credit (Form 1116) | $135 |
| FBAR / FinCEN Form 114 | $95 |
| Statement of foreign financial assets (Form 8938) | $145 |
| Amended return where we prepared the original | $195 |
| Amended return where someone else prepared the original | $395 |
| Amended business return (1065-X, 1120-S or 1120-X) | $495 |
| Prior-year or unfiled return | That year’s tier price + $75 |
| Extension with a liability estimate (Form 4868 or 7004) | Free for clients · $75 on its own |
| Service | Fee |
|---|---|
| Quarterly estimated tax calculation | $145 /quarter |
| All four quarters, prepaid | $495 /year |
| All four quarters with a self-employed or business return | Included free |
| Mid-year tax projection | $395 |
| Annual tax planning engagement (you plus one entity) | $950 |
| S-corporation reasonable compensation study, written | $650 |
| Entity taxation election analysis with a written recommendation | $495 |
| S-corporation election filing (Form 2553) | $195 |
| Late S-corporation election with Rev. Proc. 2013-30 relief | $345 |
| EIN application (Form SS-4) — the IRS itself charges nothing for an EIN; this is our preparation fee | $95 |
| Service | Fee |
|---|---|
| Payroll setup, including prior year-to-date figures | $295 one-time |
| Owner-only S-corporation payroll | $85 /month |
| Payroll administration, two or more employees | $95 /month |
| Each W-2 employee | $15 /month |
| Each 1099 contractor paid through payroll | $6 /month |
| Off-cycle or bonus payroll run | $45 each |
| Forms 941, 940, state returns, W-2s and W-3 | Included with payroll |
| Payroll registration in a new state | $195 /state |
| 1099-NEC or 1099-MISC filing, up to five recipients | $125 + $15 each after |
| Sales tax return | $115 /state /period |
| Sales tax registration | $195 /state |
| Annual report or franchise tax filing (state fees not included) | $145 |
| Service | Fee |
|---|---|
| Notice reviewed and a written response drafted for your signature | $195 |
| Underreporter notice (CP2000): full income reconciliation and response | $495 |
| Penalty abatement request prepared for your signature | $350 |
| IRS account and wage-and-income transcript analysis | $195 |
| A notice caused by our error | No charge — see the accuracy guarantee |
| Service | Fee |
|---|---|
| Each account beyond your tier | $35 /month |
| Accrual basis or inventory tracking | $95 /month |
| Catch-up bookkeeping (three-month minimum) | $245 per month behind |
| Catch-up when twelve or more months behind | $345 per month behind |
| Software setup and a chart of accounts built for your business | $395 one-time |
| Migration from other bookkeeping software | $495 one-time |
| Business tax return for a monthly bookkeeping client | 15% off the return fee |
| Service | Fee |
|---|---|
| Minimum engagement fee | $295 |
| Work outside the agreed scope, always quoted in writing first | $195 /hour |
| Rush engagement started within ten days of a deadline | $250 |
| Documents delivered after the cutoff date agreed in your quote | $150 |
| Deposit required before work begins | 50% of the quoted fee |
The things other firms bill separately.
A review call before anything is filed
We walk through the result with you — what you owe or are owed, and why it landed where it did. Nothing is transmitted until you have seen it.
A secure encrypted portal
Unlimited uploads, organised by year, available to you for as long as you are a client. No per-document fees.
Notices caused by our error
If we made the mistake, reading the notice, drafting the response and paying the penalty are all on us.
Extension filing
Federal and state extensions filed free for clients. An extension buys filing time, not payment time, and we will tell you what to pay with it.
Next year’s estimated payments
Included free with any self-employed or business return, so you are not guessing in April.
Year-round questions
A new job, a house, a business idea, a letter in September — email or call. We do not bill for a five-minute question.
What the guarantee covers, and what we are not.
Printed here in full rather than hidden behind a link, because a guarantee you have to go looking for is not much of a guarantee.
Our accuracy guarantee, in full. If a mathematical or data-entry error made by us in preparing your return causes an IRS or state penalty or interest charge you would not otherwise have owed, we pay that penalty and interest, we amend the return at no charge, and we handle the correspondence at no charge.
What it does not cover: the underlying tax you legitimately owe; errors caused by information you did not give us, gave us late, or gave us incorrectly; positions you instructed us to take against our advice; penalties for filing or paying late where the delay was not ours; changes in law applied retroactively; and the outcome of an examination of a judgement-based position. It is not a satisfaction guarantee and it is not a money-back guarantee.
How to claim, and the cap: send us the complete notice within 30 days of its date. We respond within five business days and pay verified amounts within 30 days. Claims are capped at the greater of the fees you paid for that engagement or $2,500 per return. Full policy.
Xelvon Tax Advisors LLC is not a certified public accounting firm and is not a law firm. We are not certified public accountants, attorneys or enrolled agents, and we are not licensed by the Utah Board of Accountancy or any state board of accountancy. We do not provide audit, review, compilation, attest or assurance services, and we do not provide legal or investment advice. We do not have authority to represent clients before the Internal Revenue Service. We can prepare and explain a written response for you to sign and send yourself, and we will refer you to a certified public accountant, an enrolled agent or a tax attorney when a matter needs one.
Preparing and e-filing federal and state tax returns, keeping books, running payroll, filing information returns and planning ahead do not require a CPA licence — that is the work we do. Read the full scope of practice.
Where we can and cannot work. We prepare federal returns for taxpayers anywhere in the United States, and state returns for every state except those listed here. A small number of states license or register tax return preparers, and we do not offer services there until our registration is in place. We cannot currently prepare any returns for residents of Connecticut and New York, where a state preparer registration is required before a firm may prepare returns or advertise. We cannot currently prepare individual income tax returns for residents of Maryland and Oregon; business and fiduciary returns for those states are outside that restriction. If you live in one of these states, call (435) 341-4014 and we will tell you exactly where our registration stands rather than take work we cannot do.
What people ask before they commit.
Why flat fees instead of an hourly rate?
Because an hourly rate makes our incentives and yours point in opposite directions, and because nobody can plan around a number they will not see until the work is done. A flat fee means you decide with full information, and the risk of a return taking longer than expected sits with us, where it belongs.
Is the published price really what I will pay?
Yes, for the situation described. We publish these prices and honour them for 30 days from August 10, 2026. Your written quote is the binding number, and it is issued before any work starts. The only way it changes afterwards is if the scope genuinely changes — a business you did not mention, a second state, a K-1 that arrives late — and even then we stop, quote the difference in writing, and wait for you to say yes.
What if my return turns out to be simpler than I thought?
We quote the lower tier. That is not a marketing line; it is the natural result of pricing after we have looked. It happens most often with people who assume investment activity is complicated when their broker has issued one clean consolidated 1099.
Do you take your fee out of my refund?
No, and we would advise against anyone who offers to. Refund-transfer products add bank fees on top of the preparation fee, route your money through a third party, and slow it down. You pay us directly by card or bank transfer, and the IRS deposits your refund straight into your own account.
When do I pay?
For tax returns, half when you accept the quote and the balance before we transmit the e-file. Monthly bookkeeping and payroll are billed in advance on the first business day of the month. We accept credit and debit cards, ACH bank transfer, and cheque by post on request.
Is there a discount for using more than one service?
Yes. Monthly bookkeeping clients take 15% off the business tax return, because clean books we maintained ourselves take materially less time to turn into a return. Quarterly estimates for the following year are included free with any self-employed or business return.
What does the accuracy guarantee actually cover?
If a mathematical or data-entry error on our side causes an IRS or state penalty or interest charge you would not otherwise have owed, we pay that penalty and interest, amend the return at no charge, and handle the correspondence at no charge. It does not cover the underlying tax you legitimately owe, or errors caused by information that was not given to us. The full terms, including the claim procedure and the cap, are on our payment and guarantee page.