Pricing

2025 Tax Preparation Pricing & Policies

At Legacy First Financial Services, we take pride in providing thorough and accurate tax preparation to ensure your returns are filed correctly and without delay. Below you will find our pricing structure and policies for the current year.

Federal 1040 Pricing

Please refer to the printable handout provided above for a detailed breakdown of this year’s Federal 1040 charge-by-form.

Base Rates: All listed prices are base rates for current-year Federal returns only.

Prior Years: Pricing for previous years’ returns is not included in this schedule; please contact us for a custom quote.

State Tax Returns

State filing requirements and pricing vary depending on the specific state and the complexity of the return.

Basic State Returns: Typically included within the Federal 1040 base rate.

Complex State Returns: Any additional fee for a state filing is due to the complexity of that specific return.

State-Specific Documents: If you reside in a state that requires a state return, please contact me directly for your specific state’s charge-by-form document.

Complexity & Additional Fees

The prices listed on our fee sheets are base rates and are subject to change based on the complexity of your specific tax situation. If an additional fee is required, you will receive an estimate for these services in advance.

Examples of services that may incur additional fees include:

• Receipt collection and calculation

• Final expense and bookkeeping-related services

• Contacting the IRS for client inquiries

• Complex returns requiring two or more additional schedules

• Filing of cryptocurrency trades or transactions

• Late or unresponsive client communication

• Last-minute filing requests

The 72-Hour Rush Policy

To maintain our commitment to accuracy and thoroughness, a $220 RUSH RATE will be applied to any client who requests services, submits organizers, responds to messages, or attempts to file within 72 hours of the April 15, 2025 deadline.

Note: Please keep this policy in mind as we move through the filing season to avoid unexpected fees and ensure your return is given the time and attention it deserves.