Clear pricing. No surprises.
Most work is billed hourly, with minimums based on complexity. Final pricing is confirmed after document review.
Includes:
• Reviewing and organizing documents
• Reconciling and preparing returns
• Handling handwritten notes and paper records
• Following up on missing or unclear items
Hourly Rate: $250
How billing works
This pricing is designed for professionals, small business owners, and individuals with more than a simple W-2 return.
Submitting complete, organized documentation is the most effective way to keep total costs down.
Includes:
• Reviewing and organizing documents
• Reconciling and preparing returns
• Handling handwritten notes and paper records
• Following up on missing or unclear items
Hourly Rate: $250
How billing works
This pricing is designed for professionals, small business owners, and individuals with more than a simple W-2 return.
Submitting complete, organized documentation is the most effective way to keep total costs down.
Basic W-2 Return
$400 flat fee
Includes W-2 income only, the standard deduction, one state return,preparer sign-off, and federal and state e-file.
Limited-scope return
Does not include itemized deductions, investments, business income, or additional schedules.
Basic W-2 Return
$400 flat fee
Includes W-2 income only, the standard deduction, one state return,preparer sign-off, and federal and state e-file.
Limited-scope return
Does not include itemized deductions, investments, business income, or additional schedules.
Individual returns with additional complexity
Schedule A (itemized deducts): $550–$800
Schedule D (investments): $650–$1,200
Schedule C (sole proprietor): $750–$1,500+
Schedule E (rentals): $850–$1,800+
Multiple states: +$150–$250 per state
Fees are additive when multiple schedules apply.
Pricing depends on which schedules apply.
Individual returns with additional complexity
Schedule A (itemized deductions): $550–$800
Schedule D (investments): $650–$1,200
Schedule C (sole proprietor): $750–$1,500+
Schedule E (real estate): $850–$1,800+
Multiple states: +$150–$250 per state
Fees are additive when multiple schedules apply.
Investments and complex income
Investment accounts:
• Brokerage accounts (1099-B): $150–$400
• High transaction volume: Priced separately
• K-1s (each): $200–$500
Pricing depends on transaction volume and reporting requirements.
Equity compensation and alternative assets:
• Equity compensation (RSUs, ISOs, NSOs, ESPPs): $300–$1,000+
• Multi-year vesting, AMT analysis, or complex reporting: Priced separately
• Cryptocurrency reporting: $300–$1,000+
Investments and complex income
Pricing depends on transaction volume and reporting requirements.
Equity comp and alternative assets:
• Equity compensation (RSUs, ISOs, NSOs, ESPPs): $300–$1,000+
• Cryptocurrency reporting: $300–$1,000+
• Multi-year vesting, AMT analysis, or complex reporting: Priced separately
Investment accounts:
• Brokerage accounts (1099-B): $150–$400
• High transaction volume: Priced separately
• K-1s (each): $200–$500
Sole proprietor (Schedule C with QBI considerations): $1,000–$2,000+
S corp. (Form 1120-S): $1,500–$3,000+
Partnership (Form 1065): $1,800–$3,500+
Multi-state apportionment or filings: Priced separately
Pass-through businesses and entities
Includes federal and state returns. Owner K-1s are included unless otherwise noted.
Pricing depends on entity type and reporting complexity.
Sole proprietor (Schedule C with QBI considerations): $1,000–$2,000+
S corp. (Form 1120-S): $1,500–$3,000+
Partnership (Form 1065): $1,800–$3,500+
Multi-state apportionment or filings: Priced separately
Pass-through businesses and entities
Includes federal and state returns. Owner K-1s included unless otherwise noted. Pricing varies on entity type and reporting complexity.
Tax planning and advisory
Tax planning, projections, and strategy
Entity structuring and elections
Estimated tax planning and safe harbor analysis
$250 per hour
Planning engagements are billed hourly and may be offered on a standalone or ongoing basis.
Tax planning and advisory
Planning engagements are billed hourly and may be offered on a standalone or ongoing basis.
For clients who want an advisor, not just a filer.
Tax planning, projections, and strategy
Entity structuring and elections
Estimated tax planning and safe harbor analysis
$250 per hour
JNG Tax Planning & Advisory EA • CFA
Shrewsbury, Red Bank, Middletown, New Jersey
info@jngtaxadvisory.com
© 2026 JNG Services LLC
EA services provided under IRS Circular 230
Privacy Policy | Secure Upload
JNG Tax Planning & Advisory EA • CFA
Shrewsbury, Red Bank, Middletown, New Jersey
info@jngtaxadvisory.com
© 2026 JNG Services LLC
EA services provided under IRS Circular 230
Privacy Policy | Secure Upload