G Todd Peterson, CPA

02/09/2026

2025 Tiered Individual Tax Return Pricing:
Basic: $175
Perfect for individuals who do not have a complex tax return and don’t have the time or desire to sit through time-consuming tax software questionnaires. Ideal for individuals with the following forms:
• Wages (W2)
• Retirement Income (1099-R, 1099-SSA)
• Bank Interest & Dividends (1099-INT, 1099-DIV)
• Earned Income Tax Credit (EIC)
• Health Insurance Reporting – Form 1095-A/B/C
________________________________________________________
Standard: $325
For taxpayers who itemize and have several common tax scenarios.
Basic Tier plus:
• Itemized Deductions (Sch A)
- Medical Expenses
- Taxes Paid
- Interest Paid (Including Mortgage Interest)
- Charitable Contributions
- All other Itemized Deductions found on Schedule A
• Stock – 1 to 6 Sale Transactions (Sch D)
• Child Tax Credit
• Education Credits
• Student Loan Interest
• Other Income (1099-MISC) - With Minimal Related Business Expenses (non Sch C)
________________________________________________________
Plus: $450
For taxpayers with Self Employment and other complex tax scenarios.
Standard Tier plus one of the following:
• Sole Proprietor (Sch C)
• Rental Property Activity (Sch E)
• Partnership, S-Corp or Estate & Trust Schedule K-1s
• Sale of Home
• Stock - 7 or more Sale Transactions (Sch D)
• Employee Stock Options
• Estimated Tax Payments Calculations and Filing Paperwork
• FATCA Reporting of Foreign Accounts
Multiple Plus Tier tax scenarios may incur an additional $100 per tax scenario if an activity is extensive.
________________________________________________________
Additional State Return: $100
For taxpayers that need to file multiple state returns
________________________________________________________
All pricing tiers include:
• An in-person, online, or phone interview with follow-ups as necessary
• E-filing of your federal and one state tax return
• PDF or paper copy of your return.
• Expedited service is available for an additional fee from April 1st - April 15th.
Payment is required upon completion of your returns and prior to filing.
I estimated that 80% of the individual tax returns I prepare will fall within one of the tiers. On occasion, a tax situation may require additional due diligence. As I become aware of it, I will communicate to you of any additional fees above the standard flat fees when it becomes clear that additional time will be necessary to prepare a complete and accurate return.

Todd Peterson, CPA

01/26/2025

2024 Tiered Individual Tax Return Pricing:
Basic: $175
Perfect for individuals who do not have a complex tax return and don’t have the time or desire to sit through time-consuming tax software questionnaires. Ideal for individuals with the following forms:
• Wages (W2)
• Retirement Income (1099-R, 1099-SSA)
• Bank Interest & Dividends (1099-INT, 1099-DIV)
• Earned Income Tax Credit (EIC)
• Health Insurance Reporting – Form 1095-A/B/C
________________________________________________________
Standard: $325
For taxpayers who itemize and have several common tax scenarios.
Basic Tier plus:
• Itemized Deductions (Sch A)
- Medical Expenses
- Taxes Paid
- Interest Paid (Including Mortgage Interest)
- Charitable Contributions
- All other Itemized Deductions found on Schedule A
• Stock – 1 to 6 Sale Transactions (Sch D)
• Child Tax Credit
• Education Credits
• Student Loan Interest
• Other Income (1099-MISC) - With Minimal Related Business Expenses (non Sch C)
________________________________________________________
Plus: $450
For taxpayers with Self Employment and other complex tax scenarios.
Standard Tier plus one of the following:
• Sole Proprietor (Sch C)
• Rental Property Activity (Sch E)
• Partnership, S-Corp or Estate & Trust Schedule K-1s
• Sale of Home
• Stock - 7 or more Sale Transactions (Sch D)
• Employee Stock Options
• Estimated Tax Payments Calculations and Filing Paperwork
• FATCA Reporting of Foreign Accounts
Multiple Plus Tier tax scenarios may incur an additional $100 per tax scenario if an activity is extensive.
________________________________________________________
Additional State Return: $100
For taxpayers that need to file multiple state returns
________________________________________________________
All pricing tiers include:
• An in-person, online, or phone interview with follow-ups as necessary
• E-filing of your federal and one state tax return
• PDF or paper copy of your return.
• Expedited service is available for an additional fee from April 1st - April 15th.
Payment is required upon completion of your returns and prior to filing.
I estimated that 80% of the individual tax returns I prepare will fall within one of the tiers. On occasion, a tax situation may require additional due diligence. As I become aware of it, I will communicate to you of any additional fees above the standard flat fees when it becomes clear that additional time will be necessary to prepare a complete and accurate return.

Todd Peterson, CPA

02/28/2023

2022 Tiered Individual Tax Return Pricing:
Basic: $150
Perfect for individuals who do not have a complex tax return and don’t have the time or desire to sit through time-consuming tax software questionnaires. Ideal for individuals with the following forms:
• Wages (W2)
• Retirement Income (1099-R, 1099-SSA)
• Bank Interest & Dividends (1099-INT, 1099-DIV)
• Earned Income Tax Credit (EIC)
• Health Insurance Reporting – Form 1095-A/B/C
________________________________________________________
Standard: $300
For taxpayers who itemize and have several common tax scenarios.
Basic Tier plus:
• Itemized Deductions (Sch A)
- Medical Expenses
- Taxes Paid
- Interest Paid (Including Mortgage Interest)
- Charitable Contributions
- All other Itemized Deductions found on Schedule A
• Stock – 1 to 6 Sale Transactions (Sch D)
• Child Tax Credit
• Education Credits
• Student Loan Interest
• Other Income (1099-MISC) - With Minimal Related Business Expenses (non Sch C)
________________________________________________________
Plus: $425
For taxpayers with Self Employment and other complex tax scenarios.
Standard Tier plus one of the following:
• Sole Proprietor (Sch C)
• Rental Property Activity (Sch E)
• Partnership, S-Corp or Estate & Trust Schedule K-1s
• Sale of Home
• Stock - 7 or more Sale Transactions (Sch D)
• Employee Stock Options
• Estimated Tax Payments Calculations and Filing Paperwork
• FATCA Reporting of Foreign Accounts
Multiple Plus Tier tax scenarios may incur an additional $100 per tax scenario if an activity is extensive.
________________________________________________________
Additional State Return: $100
For taxpayers that need to file multiple state returns
________________________________________________________
All pricing tiers include:
• An in-person, online, or phone interview with follow-ups as necessary
• E-filing of your federal and one state tax return
• PDF or paper copy of your return.
• Expedited service is available for an additional fee from April 1st - April 15th.
Payment is required upon completion of your returns and prior to filing.
I estimated that 80% of the individual tax returns I prepare will fall within one of the tiers. On occasion, a tax situation may require additional due diligence. As I become aware of it, I will communicate to you of any additional fees above the standard flat fees when it becomes clear that additional time will be necessary to prepare a complete and accurate return.
Todd Peterson, CPA

01/06/2022

2021 Tiered Individual Tax Return Pricing:
Basic: $150
Perfect for individuals who do not have a complex tax return and don’t have the time or desire to sit through time-consuming tax software questionnaires. Ideal for individuals with the following forms:
• Wages (W2)
• Retirement Income (1099-R, 1099-SSA)
• Bank Interest & Dividends (1099-INT, 1099-DIV)
• Earned Income Tax Credit (EIC)
• Health Insurance Reporting – Form 1095-A/B/C
________________________________________________________
Standard: $300
For taxpayers who itemize and have several common tax scenarios.
Basic Tier plus:
• Itemized Deductions (Sch A)
- Medical Expenses
- Taxes Paid
- Interest Paid (Including Mortgage Interest)
- Charitable Contributions
- All other Itemized Deductions found on Schedule A
• Stock – 1 to 6 Sale Transactions (Sch D)
• Child Tax Credit
• Education Credits
• Student Loan Interest
• Other Income (1099-MISC) - With Minimal Related Business Expenses (non Sch C)
________________________________________________________
Plus: $425
For taxpayers with Self Employment and other complex tax scenarios.
Standard Tier plus one of the following:
• Sole Proprietor (Sch C)
• Rental Property Activity (Sch E)
• Partnership, S-Corp or Estate & Trust Schedule K-1s
• Sale of Home
• Stock - 7 or more Sale Transactions (Sch D)
• Employee Stock Options
• Estimated Tax Payments Calculations and Filing Paperwork
• FATCA Reporting of Foreign Accounts
Multiple Plus Tier tax scenarios may incur an additional $100 per tax scenario if an activity is extensive.
________________________________________________________
Additional State Return: $100
For taxpayers that need to file multiple state returns
________________________________________________________
All pricing tiers include:
• An in-person, online, or phone interview with follow-ups as necessary
• E-filing of your federal and one state tax return
• PDF or paper copy of your return.
• Expedited service is available for an additional fee from April 1st - April 15th.
Payment is required upon completion of your returns and prior to filing.
I estimated that 80% of the individual tax returns I prepare will fall within one of the tiers. On occasion, a tax situation may require additional due diligence. As I become aware of it, I will communicate to you of any additional fees above the standard flat fees when it becomes clear that additional time will be necessary to prepare a complete and accurate return.
Todd Peterson, CPA

01/02/2021

2020 Tiered Individual Tax Return Pricing:

Basic: $150
Perfect for individuals who do not have a complex tax return and don’t have the time or desire to sit through time-consuming tax software questionnaires. Ideal for individuals with the following forms:
• Wages (W2)
• Retirement Income (1099-R, 1099-SSA)
• Bank Interest & Dividends (1099-INT, 1099-DIV)
• Earned Income Tax Credit (EIC)
• Health Insurance Reporting – Form 1095-A/B/C

___________________________________________________________
Standard: $300
For taxpayers who itemize and have several common tax scenarios.

Basic Tier plus:
• Itemized Deductions (Sch A)
- Medical Expenses
- Taxes Paid
- Interest Paid (Including Mortgage Interest)
- Charitable Contributions
- All other Itemized Deductions found on Schedule A
• Stock – 1 to 6 Sale Transactions (Sch D)
• Child Tax Credit
• Education Credits
• Student Loan Interest
• Other Income (1099-MISC) - With Minimal Related Business Expenses (non Sch C)

___________________________________________________________
Plus: $425
For taxpayers with Self Employment and other complex tax scenarios.

Standard Tier plus one of the following:
• Sole Proprietor (Sch C)
• Rental Property Activity (Sch E)
• Partnership, S-Corp or Estate & Trust Schedule K-1s
• Sale of Home
• Stock - 7 or more Sale Transactions (Sch D)
• Employee Stock Options
• Estimated Tax Payments Calculations and Filing Paperwork
• FATCA Reporting of Foreign Accounts

Multiple Plus Tier tax scenarios may incur an additional $100 per tax scenario if an activity is extensive.

___________________________________________________________
Additional State Return: $100
For taxpayers that need to file multiple state returns

___________________________________________________________
All pricing tiers include:
• An in-person, online, or phone interview with follow-ups as necessary
• E-filing of your federal and one state tax return
• PDF or paper copy of your return.
• Expedited service is available for an additional fee from April 1st - April 15th.

Payment is required upon completion of your returns and prior to filing.

I estimated that 80% of the individual tax returns I prepare will fall within one of the tiers. On occasion, a tax situation may require additional due diligence. As I become aware of it, I will communicate to you of any additional fees above the standard flat fees when it becomes clear that additional time will be necessary to prepare a complete and accurate return.

Todd Peterson, CPA

03/20/2020

IRS Moves Tax Day to July 15th due to coronavirus.

If you think you have refund due, I recommend filing ASAP in order to claim your refund. If you have a balance due, you will still have until July 15th to make your payment interest and penalty free.

Mnuchin announces three-month delay for return deadline

03/19/2020

2019 Tiered Individual Tax Return Pricing:

Basic: $150
Perfect for individuals who do not have a complex tax return and don’t have the time or desire to sit through time-consuming tax software questionnaires. Ideal for individuals with the following forms:
• Wages (W2)
• Retirement Income (1099-R, 1099-SSA)
• Bank Interest & Dividends (1099-INT, 1099-DIV)
• Earned Income Tax Credit (EIC)
• Health Insurance Reporting – Form 1095-A/B/C

___________________________________________________________
Standard: $300
For taxpayers who itemize and have several common tax scenarios.

Basic Tier plus:
• Itemized Deductions (Sch A)
- Medical Expenses
- Taxes Paid
- Interest Paid (Including Mortgage Interest)
- Charitable Contributions
- All other Itemized Deductions found on Schedule A
• Stock – 1 to 6 Sale Transactions (Sch D)
• Child Tax Credit
• Education Credits
• Student Loan Interest
• Other Income (1099-MISC) - With Minimal Related Business Expenses (non Sch C)

___________________________________________________________
Plus: $425
For taxpayers with Self Employment and other complex tax scenarios.

Standard Tier plus one of the following:
• Sole Proprietor (Sch C)
• Rental Property Activity (Sch E)
• Partnership, S-Corp or Estate & Trust Schedule K-1s
• Sale of Home
• Stock - 7 or more Sale Transactions (Sch D)
• Employee Stock Options
• Estimated Tax Payments Calculations and Filing Paperwork
• FATCA Reporting of Foreign Accounts

Multiple Plus Tier tax scenarios may incur an additional $100 per tax scenario if an activity is extensive.

___________________________________________________________
Additional State Return: $100
For taxpayers that need to file multiple state returns

___________________________________________________________
All pricing tiers include:
• An in-person, online, or phone interview with follow-ups as necessary
• E-filing of your federal and one state tax return
• PDF or paper copy of your return.
• Expedited service is available for an additional fee from April 1st - April 15th.

Payment is required upon completion of your returns and prior to filing.

I estimated that 80% of the individual tax returns I prepare will fall within one of the tiers. On occasion, a tax situation may require additional due diligence. As I become aware of it, I will communicate to you of any additional fees above the standard flat fees when it becomes clear that additional time will be necessary to prepare a complete and accurate return.

Todd Peterson, CPA

03/17/2020

Think you have a refund coming? Need help filing your tax returns and don't want to leave the comfort of your home?

I offer remote tax preparation services which include:
- Online appointments (Skype & FaceTime)
- Secure document portal to upload documents
- Secure online deliver of completed tax return
- Electronic signature of all required documents

See my 2019 Tiered Individual Tax Return Pricing here. https://bit.ly/2UkvkvJ

If you have any questions, please call me at 972-816-7573.

01/31/2017

Save 10% on your 2016 Income Tax Return fee when you schedule an appointment and like this page.
Call 972-816-7573 to schedule your appointment today.

03/25/2015

Save $50 on your 2014 Income Tax Return fee when you schedule an appointment and like this page.

Call 972-816-7573 to schedule your appointment today.