Beyond the ordinary

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Wise Roots Tax Solutions — Services & Pricing

We offer a range of specialized services tailored to meet your individual needs. Our approach is focused on understanding and responding to what you require, providing effective and practical solutions.

Individual Tax Preparation (Form 1040)

Basic Return — Starts at $135

For clients with W-2 income only.
Includes:

  • Federal & one state return

  • Standard deduction review

  • Secure e-file & refund tracking

Standard Return — Starts at $250

For clients with W-2s + dependents + common credits.
Includes:

  • Child Tax Credit

  • Earned Income Credit

  • Dependent verification

  • Secure e-file & refund tracking

Advanced Return — Starts at $350

For clients with additional forms and deductions.
Includes:

  • 1099-NEC/1099-MISC income

  • Itemized deductions

  • Retirement income

  • Basic self-employment income (no bookkeeping)

Premium Return — Starts at $375

For complex situations.
Includes:

  • Multiple 1099s

  • Self-employment/business income

  • Rental property

  • Capital gains

  • Multiple state returns

Business Tax Preparation

Single-Member LLC / Schedule C — Starts at $450

For small businesses or self-employed contractors.
Includes:

  • Federal & one state return

  • Standard deduction review

  • Secure e-file & refund tracking

Partnership (Form 1065) — Starts at $650

For multi-member businesses filing a partnership return.
Includes:

  • Federal Form 1065 & one state return

  • Partner K-1 preparation

  • Standard deduction & expense review

  • Secure e-file & refund/processing updates

S-Corporation (Form 1120-S) — Starts at $750

For small business owners operating as S-Corps.
Includes:

  • Federal return & one state return

  • Shareholder K-1 preparation

  • Standard deduction & credit review

  • Secure e-file & refund tracking

Nonprofit Return (Form 990) — Starts at $500

For nonprofit and tax-exempt organizations, maintaining compliance.
Includes:

  • Federal Form 990 filing

  • Income, donations & expenses review

  • Compliance check for IRS nonprofit requirements

  • Secure e-file & processing notifications

Additional Forms & Add-Ons

These are added to the base preparation fee only if required:

  • Additional W-2 (after first 3) — $10 each

  • Additional 1099 — $20 each

  • Schedule A (Itemized Deductions) — $50

  • Schedule C (Self-Employment) — $75+

  • Schedule E (Rental Income) — $85 per property

  • Education Credit (Form 8863) — $25

  • Premium Tax Credit / Marketplace (Form 8962) — $50

  • Household Employee Taxes (Schedule H) — $75

Bookkeeping & Business Support

 

Monthly Bookkeeping (contractors or small businesses)
Starts at $135/month

Quarterly Estimated Taxes Setup — $100

Business Startup Consultation — $75

 

Discounts

 

Returning Clients — $25 off

Military / Seniors — $20 off

Referral Credit — $30 off for both parties

 

This is where our journey begins. Get to know our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.