Our Services

Tax and finance services designed for all, with transparent pricing and a focus on education.

E-file included for all services, additional may apply based on complexity.

1040
$250

U.S. Income Tax Return
- Included: 1 State and 5 W2s
- Additional W2 - $5 each
- Additional State - $30 each
1040X
$250

Amended U.S. Income Tax Return
- Not originally filed by Capital Compass

Schedule A
$30

Itemized Deductions
Schedule B
$25

Interest and Ordinary Dividends
- Up to 10 Forms
- Additional 1099-INT/DIV - $5 each
Schedule C
$175 each

Profit or Loss from Business
Schedule D
Min. $50

Capital Gains and Losses
- Per Transaction (if required) - $5
Schedule E
See pricing

Supplemental Income and Loss
- Part I - $125 per rental
- Part II/III/IV - $30
Schedule F
$200 each

Profit or Loss from Farming
Schedule H
$50

Household Employment Taxes
Schedule SE
$25

Self-Employment Tax
All other Forms
Contact for pricing

Based on complexity

Personal Finance and Tax Planning
$1500

Full financial and tax plan to meet your goals
Budget Coaching
$400

8 weekly 30 minute sessions
- Add'l Sessions: $50
Tax Strategy Consult
$125 / hour
IRS Audit Representation
$200 / hour
- $600 Retainer Required

Ready to work with a tax professional who understands your financial goals?

Schedule a free consultation to see how we can help accelerate your journey to financial independence.