Tax Preparation & Advisory Fees

Clear, Upfront Pricing

At Alliance Financial & Income Tax, our goal is to provide accurate tax preparation, proactive planning, and personalized service—not simply complete forms. We believe our clients should understand our pricing before engaging our services. The prices below are starting rates and may vary based on the complexity of your return, the condition of your records, the number of forms required, and any additional work needed.

Why Our Fees May Be Higher Than Discount Preparers

We focus on accuracy, planning opportunities, year-round support, and personalized service—not high-volume tax preparation. Our goal is to help you make informed tax decisions while providing confidence that your return is prepared correctly.

Individual Tax Returns

Individual Tax Returns Starting at $275

Includes:

• Federal income tax return
• One state return (when applicable)
• Electronic filing
• Secure client portal
• Electronic signature
• Basic tax questions related to the prepared return

Additional charges may apply for returns involving rental properties, investments, multiple states, complex credits, cryptocurrency, amended returns, or other specialized tax matters.

⭐ Most clients pay between $275–$550 depending on complexity.

Sole Proprietorship or Self-Employment Income

Starting at an additional $150

Applies to sole proprietors, freelancers, independent contractors, and self-employed individuals filing Schedule C.

The fee is added to the cost of the individual tax return and may vary depending on the complexity of the business activity and the quality of the records provided.

Business and Fiduciary Tax Returns

Final pricing depends on the complexity of the return, the number of owners or beneficiaries, bookkeeping adjustments, asset activity, state filing requirements, and the completeness of the information provided.

Other Professional Services

Hourly Rate
$250 per hour

Our hourly rate applies to professional services outside the standard preparation of a tax return, including:

• Proactive tax planning
• IRS and state tax representation
• Tax notice assistance
• Financial coaching
• Tax research and consultations
• Business and entity consultations
• Prior-year return review
• Other advisory services
• Some projects may qualify for a separately quoted fixed fee or engagement price.

What May Affect Your Final Fee?

Your final fee may be higher than the starting price when additional time or expertise is required. Factors may include:

• Multiple businesses or rental properties
• Multi-state filing requirements
• Incomplete or disorganized records
• Bookkeeping or reconciliation work
• Numerous investment transactions
• Cryptocurrency activity
• Depreciable assets
• Prior-year corrections
• Amended or delinquent returns
• Complex tax elections or planning issues

We will discuss any significant additional work with you whenever practical.

Tax Preparation and Tax Planning Are Different Services

Tax preparation reports what occurred during the previous year. Tax planning looks ahead and evaluates steps that may help improve your future tax position.

Tax planning, projections, strategy development, and implementation assistance are not automatically included with standard tax return preparation unless specifically stated in your engagement.

Why Clients Choose Alliance Financial & Income Tax

✔ Transparent starting prices

✔ Accurate, personalized tax preparation

✔ Year-round tax planning available

✔ Secure client portal

✔ Experienced professionals

✔ Veteran-owned local business serving Blue Springs and surrounding communities

Ready to Get Started?

Whether you need an individual return, a business return, proactive tax planning, or assistance with a tax issue, our team is here to help. Request a tax appointment.