Upfront pricing, zero surprises,
monitored to IRS acceptance.
Every price is published. Every boundary is defined. Select the tier that matches your situation, or start with QuickPrepare and let us confirm it from your documents.
Start with QuickPrepare · $295 Deposit
Upload your documents into our secure vault. We review your forms, match you to the exact tier below, and credit your $295 in full against the final balance. If your return is Essential, you owe nothing more.
Transparent Pricing · All 50 States
Pick the tier that matches your documents.
Every boundary defined. Every price published.
Every tier covers federal filing and one resident state
All returns include secure document intake, e-signature Form 8879, and IRS e-file acceptance tracking.
| Essential | Up to two W-2s, unemployment (1099-G), standard deduction, one state included. E-file + e-signature portal. No Schedule C or E. | $295 |
| Standard | Multiple W-2s, itemized deductions (Schedule A), HSA (Form 8889), retirement distributions (1099-R), live expert Q&A, document review checklist, one state. | $425 |
| Premium Most Chosen | 1099 and investment income, Schedules B and D (capital gains), 1099-B statements, one rental property (Schedule E), priority support, one state. | $595 |
| Self-Employed | Schedule C (sole proprietor), home office & vehicle expenses, depreciation and asset schedule, self-employment tax, and next year’s quarterly estimates set up. | $750 |
Partnership and corporate filings
Delivered with clean Schedule K-1s for all partners and shareholders.
| Business | 1065, 1120, or 1120-S return, owner / officer W-2 support, Schedule C or E as applicable, up to 3 basic K-1s included, year-end entity compliance checklist, one state included. | $1,150 |
| Business Pro | Multi-member, multi-state apportionment, more than 3 K-1s, complex allocations, Schedule D (covered, non-covered, PTP), FBAR and foreign form reporting, virtual currency, hedge fund / complex HNI returns. | $1,950 |
Any small business subscribed to a Pivot Aide monthly bookkeeping plan receives their annual entity return at 50% off, up to $600 ($575 discount for Business, $600 maximum discount for Business Pro).
Clear rates for additional filing requirements
| Extension | Filed the same day. Credited in full toward your return when you file with us. | $100 |
| Additional State | Per state, beyond the one included. Resident, non-resident, or part-year in any of the 50 states. | $95per state |
| Prior-Year Return | Per tax year, priced at the matching tier rate. Behind on multiple years? See Audit & Resolution. | Tier Rate |
| Amended · 1040-X | Correcting a return already filed from self-prepared or third-party filings. (Waived if error was ours). | $395 |
| In-Season Rush | Guaranteed completed within 72 hours, February through April, subject to capacity. | $250 |
| Audit Shield | Year-round notice response and audit defense representation on the return you file with us. | $95per year |
All prices are flat fees quoted before work begins. One state return is included in every tier. Scope is confirmed at document review — if your return needs a different tier, we tell you before we start, not after.
Every return reviewed by a named human preparer.
Software algorithms guess and overlook state-level nuances. At Pivot Aide, every Form 1040 and business return is assigned to a designated professional who reviews your documents line by line before filing.
- Thorough review for missed deductions & eligible credits
- Direct communication via portal, phone, or secure email
- IRS & state e-file tracking until official confirmation
How your return moves from documents to accepted
Intake & Vault
Upload your tax documents to our secure encrypted client portal from your phone or computer.
Review & Scope
A tax specialist reviews your files, confirms your tier, and locks in your exact fee before drafting.
Preparation
Your return is built, reviewed for unclaimed credits, deductions, and cross-checked against tax law.
E-Signature
Review your return summary and electronically sign IRS Form 8879 in seconds.
IRS Accepted
We e-file with the IRS and state authorities, tracking acceptance until official confirmation.
What to gather before you start
Having these ready ensures your return is filed without delays.
Identification
- Driver’s license or state ID for all filers
- Social Security cards or ITIN letters
- Identity Protection PIN (IP PIN) if issued
- Direct deposit routing and account numbers
Income Documents
- W-2 forms from all employers
- 1099-NEC / 1099-K / 1099-MISC
- 1099-INT / 1099-DIV / 1099-B brokerage forms
- K-1s from partnerships, S-Corps, or trusts
Deductions & Credits
- Form 1098 Mortgage Interest statement
- Real estate and personal property tax bills
- 1098-T Tuition or 1098-E student loan interest
- Prior year federal and state tax returns (copy)