Pricing | Sensible Tax Services

Transparent Pricing Starts With a Conversation

Every tax situation is different. Some returns are straightforward and can be completed for as little as $100, while more complex tax engagements involving businesses, multiple states, rental properties, credits, estates, registrations, audits, or years of unfiled returns may cost up to $5,000 or more.

Because the scope of work can vary significantly, we recommend scheduling a free 30-minute consultation so we can understand your needs and provide an accurate quote before any work begins.

Tax forms, calculator, pen, and financial paperwork on a desk

Scope-first pricing

Quotes are based on the actual work, records, and support needed.

Fair Pricing Depends on the Scope

A simple return, a business engagement, a trust or estate return, an IRS or Oregon notice, an audit response, and multiple years of unfiled returns are very different kinds of work. Pricing is based on the service needed, the complexity involved, and the level of support required.

Services We Provide

Our pricing applies to a wide range of tax and advisory services, including:

Individual tax return preparation
Business tax return preparation
Trust and estate tax returns
Tax planning and consulting
Bookkeeping support
IRS and state tax notices
Audit representation and assistance
Tax letter preparation and response services
Multi-year tax return catch-up services
New business registration and tax setup
Payroll tax compliance assistance
Ability to withhold fees from refunds

Pricing by Service Category

Final pricing depends on the details, but these categories show how the work is usually grouped.

Quote-Based

Individual Tax Services

For individuals, families, retirees, investors, landlords, self-employed taxpayers, dependents, and taxpayers with federal, Oregon, or multi-state filing needs.

  • Federal and Oregon tax return preparation
  • Self-employed, investor, landlord, retiree, and dependent filings
  • Multi-state, amended, and prior-year returns
  • IRS transcript, Oregon account, and notice support

Quote-Based

Business Tax Services

For sole proprietors, contractors, partnerships, corporations, and business owners who need tax preparation, setup, compliance, or reporting support.

  • S Corporation, Partnership, and C Corporation tax returns
  • Schedule C preparation for sole proprietors and contractors
  • Business registration, EIN, and operating agreement support
  • Bookkeeping, payroll, deduction, and Oregon compliance guidance

Consultation-Based

Tax Consulting

For individuals and business owners who want proactive guidance before decisions are made, not just after tax season arrives.

  • Year-round tax planning and projections
  • Business entity selection and structure planning
  • Retirement, investment, and owner compensation strategies
  • Oregon estate tax, multi-state, and compliance guidance

Situation-Based

Audit & Tax Letter Services

For IRS and Oregon notices, audits, tax letters, payment issues, penalties, account setup, and agency correspondence.

  • IRS and Oregon tax notice review
  • Audit representation and assistance
  • Tax letter response preparation
  • Payment plan, penalty abatement, transcript, and agency support

Scope-Based

Multi-Year Tax Filing Services

For taxpayers who need to catch up on overdue federal, Oregon, local, or multi-state returns and become current with filing requirements.

  • Past-due federal, Oregon, and multi-state returns
  • Filing strategies for multiple unfiled years
  • Record reconstruction using documents and transcripts
  • Amendments, notice response, tax debt, and compliance guidance

Why Our Pricing Varies

Fees are based on factors such as complexity, forms required, records available, notices received, and the amount of review, preparation, cleanup, communication, and strategy involved.

Complexity

Straightforward returns require less time than complex filings involving businesses, notices, audits, estates, or multiple years.

Forms & Schedules

Pricing can change based on the number of tax forms, schedules, entities, and filing requirements involved.

Tax Credits

More complex credits may require additional review, documentation, eligibility checks, and calculations.

Rental & Investment Activity

Rental properties, brokerage activity, capital gains, investment income, and related records can increase preparation time.

Business or Self-Employment Income

Self-employment, business income, deductions, payroll, bookkeeping, and entity-specific filings usually require deeper review.

Multi-State Filings

Returns involving more than one state can require extra filing analysis, income allocation, and state-specific preparation.

Trusts & Estates

Trust and estate returns may involve specialized reporting rules, additional forms, and more detailed documentation.

Bookkeeping Cleanup

Clean records help keep pricing more predictable. Incomplete or disorganized books may need cleanup before tax work can be completed.

IRS or State Notices

IRS, Oregon, or local tax notices can affect scope depending on the issue, deadline, records needed, and response required.

Ability to Pay

Payment concerns may affect the recommended path, including payment timing, refund fee withholding, or available resolution options.

Audit Support

Audit support may require document organization, written responses, agency communication, representation, and follow-up.

Number of Years

Multiple years requiring preparation, correction, amendments, or compliance review can significantly increase the total scope.

Free 30-Minute Consultation

Before any work begins, a complimentary consultation helps define the situation, answer initial questions, identify filing requirements, and provide an estimated fee range.

Discuss your tax situation
Review any IRS or state tax notices
Evaluate audit or tax letter concerns
Identify filing requirements
Answer initial questions
Provide an estimated fee range
Explain the process and next steps

There is no obligation, and you'll know what to expect before making a decision.

Schedule Your Free Consultation

How the Quote Process Works

The goal is to understand the work before assigning a price, so expectations are clear from the beginning.

01

Start With a Free Consultation

We begin with a conversation about your tax situation, filing needs, notices, records, deadlines, and questions.

02

Review the Scope

Relevant returns, forms, records, business details, IRS or state notices, and filing requirements are reviewed.

03

Receive an Estimated Fee Range

You receive an estimate based on the actual work required, the complexity involved, and the support needed.

04

Decide With No Obligation

You will know what to expect before making a decision, and no work begins until the scope is clear.

No One Likes Surprise Fees

Before work begins, the goal is to explain what is included, what may affect the cost, and what next steps look like. Tax season is already spicy enough without mystery pricing.

Pricing Questions

Common questions about quotes, pricing, and how service costs are determined.

Ready to Get a Clear Quote?

Share what kind of help you need, and Sensible Tax Services can help determine the right scope and next step.