Calculate Your Individual Tax Preparation Estimate
Every tax return is different. Your preparation fee can depend on the income you report, business activity, investments, rental properties, tax forms, deductions, credits, and other filing requirements. Use the calculator below to build an estimate based on your tax situation.
Get a More Relevant Pricing Estimate
Instead of choosing from a generic pricing tier, build an estimate around the tax forms and services that actually apply to you.
Build Your Personal Tax Return Estimate
Select the items that apply to your tax return. The calculator will build an estimated preparation fee based on the information you provide.
TaxCap Individual Tax Calculator
Complete the questions below to generate your preliminary estimate.
Why Individual Tax Preparation Costs Vary
Two taxpayers can both file Form 1040 while requiring very different amounts of preparation work.
Income Sources
W-2 wages, interest, dividends, retirement income, self-employment income and other income sources can require different forms and calculations.
Business Activity
Freelancers, contractors and sole proprietors may require Schedule C reporting and additional business income and expense calculations.
Rentals & Investments
Rental properties, K-1 income, stocks, capital gains and other investments can add schedules and supporting calculations.
Additional Tax Needs
Itemized deductions, credits, additional states, special tax situations and supporting schedules can affect the final scope of the return.
Tax Preparation Built Around Your Actual Return
Your calculator estimate can reflect simple individual filings as well as more complex business-owner, rental, and investment returns.
Individual Returns
For taxpayers whose return is primarily based on wages, common income documents, deductions and credits.
- Federal Form 1040
- W-2 wage reporting
- Interest and dividend income
- Applicable deductions and credits
- Applicable state return
Self-Employed & Business Owners
For independent contractors, freelancers, sole proprietors and qualifying single-member LLC owners.
- Form 1040 + Schedule C
- Business income and expenses
- Self-employment tax calculations
- Eligible business deductions
- Applicable supporting schedules
Investors & Rental Property Owners
For taxpayers with rental real estate, pass-through income, investment sales or other more complex income sources.
- Rental property reporting
- Schedule E income and expenses
- Schedule K-1 income
- Capital gains and losses
- Depreciation where applicable
From Online Estimate to Filed Return
Your calculator result provides a starting estimate. TaxCap then reviews the actual return requirements before preparation begins.
Calculate
Complete the online calculator using the income sources and tax situations that apply to you.
Confirm
TaxCap reviews your documents, prior-year return and filing requirements to confirm the preparation scope.
Prepare & File
After the scope is approved, your return moves through preparation, review, client approval and electronic filing.
Own a Business Too?
TaxCap can coordinate your personal tax return with bookkeeping, business tax preparation and year-round accounting support so your business and individual filings work together instead of being handled in isolation.
Have Questions About Your Estimate?
Schedule a 15-minute call with TaxCap to discuss your tax documents, business activity, investments, rental properties and other filing requirements.
Schedule 15-Minute Tax Call