Individual tax returns
Personal tax preparation pricing
Tier 1
Digital
$ 349
per return — portal only *
New client rate Best for straightforward W-2 filers comfortable with our secure digital portal. Everything is handled online — no phone calls, no in-person meetings.
Federal Form 1040
New York State return
Up to two W-2 employers
Standard deduction or basic itemized
Secure portal delivery & e-signature
Portal document upload
Tier 2 — Most common
Standard
$ 499
per return *
Most popular Our most common engagement — W-2 income plus investment activity, itemized deductions, or multiple income sources.
Everything in Digital
Schedule A — itemized deductions
Schedule B — interest & dividends
Schedule D — capital gains
Up to 3 brokerage statements
1 email exchange post-filing
Multiple W-2 employers
Tier 3
Business Owner
$ 750
per return *
For self-employed individuals, S-Corp shareholders, and partners. Includes a 30-minute phone review call to discuss your return before you sign. Rental properties are billed per property as an add-on.
Everything in Standard
Schedule C — self-employment income
K-1 income from partnerships or S-Corps
Quarterly estimated payment schedule
30-minute phone review call included
Rental property available as an add-on
Tier 4
Concierge
Custom
quoted before engagement *
For complex situations requiring dedicated attention — multi-state returns, trust & estate filings, significant investment activity, or year-round advisory access.
Everything in Business Owner
Multi-state returns (beyond NY)
Trust & estate returns (Form 1041)
In-person meeting option
Year-round portal access & questions
Priority response during tax season
Quarterly review calls available
TurboTax charges less because…
You do all the work yourself.
TurboTax is software. It asks questions and you answer them. If you answer wrong, miss a form, or misunderstand a question — it files what you gave it. No one reviews your return. No one catches the K-1 you forgot or the depreciation you missed. You’re the preparer. You’re also responsible for every line.
What you get here instead
A licensed professional who is responsible for your return.
A NYS licensed and registered tax preparer reviews and signs every return we produce. We know what questions to ask, what forms to look for, and what most people miss. If the IRS has a question, we answer it. If something was filed incorrectly, we fix it. That accountability is what you’re paying for — and why it costs more than software.
H&R Block costs about the same — so why not go there?
H&R Block seasonal preparers are often entry-level staff working from a checklist during tax season. Turnover is high, continuity is low, and you’re unlikely to see the same person twice. We are a small, focused practice where the same licensed preparer handles your return every year, knows your situation, and is reachable year-round — not just January through April.
What’s included at each tier
| Feature | Digital $295 | Standard $425 | Business Owner $650 | Concierge Custom |
|---|---|---|---|---|
| Filing & delivery | ||||
| Federal Form 1040 | ✓ | ✓ | ✓ | ✓ |
| New York State return | ✓ | ✓ | ✓ | ✓ |
| Secure portal delivery & e-signature | ✓ | ✓ | ✓ | ✓ |
| Additional state returns | — | — | add-on | ✓ |
| Schedules & income types | ||||
| W-2 income (up to two employers) | ✓ | ✓ | ✓ | ✓ |
| 3+ W-2 employers | — | ✓ | ✓ | ✓ |
| Schedule A — itemized deductions | — | ✓ | ✓ | ✓ |
| Schedule B — interest & dividends | — | ✓ | ✓ | ✓ |
| Schedule D — capital gains (up to 3 brokerages) | — | ✓ | ✓ | ✓ |
| Schedule C — self-employment / sole proprietor | — | — | ✓ | ✓ |
| K-1 income — partnerships & S-Corps | — | — | ✓ | ✓ |
| Schedule E — rental property | — | — | add-on | ✓ |
| Trust & estate (Form 1041) | — | — | — | ✓ |
| Access & communication | ||||
| Secure portal document upload | ✓ | ✓ | ✓ | ✓ |
| Post-filing email exchange (1) | — | ✓ | ✓ | ✓ |
| 30-minute phone review call | — | — | ✓ | ✓ |
| In-person meeting option | — | — | — | ✓ |
| Year-round portal access & questions | — | — | — | ✓ |
| Planning | ||||
| Quarterly estimated payment schedule | — | — | ✓ | ✓ |
| Quarterly review calls | — | — | — | ✓ |
Priced on top of your tier
Personal return add-ons
Some situations sit outside a tier because they are their own piece of work. Rather than bury them in a higher price everyone pays, they are billed only by the people who need them. These start where the work starts — the exact figure is quoted before anything begins, never at delivery.
Rental property — Schedule E
Each rental is its own schedule: income, expenses, depreciation, and the repair-versus-improvement calls that come with it. If your records need sorting before they can be used, that takes longer and the quote reflects it. Expenses you can’t document, we won’t deduct — we’ll tell you what’s missing and what it would take to support it, rather than guess.
From $175 per property
Quoted before work begins
Additional state return
Any state beyond New York. A non-resident return on W-2 wages is straightforward; a part-year move with income allocated across two states is not. Priced on the one you actually have, not the average.
From $150
Quoted by state · Included at Concierge
Prior-year return handling
Prior-year returns are priced at that tax year’s applicable tier rate, plus a handling fee for each year filed. Multiple back years are common and manageable — they just take a conversation first.
$100 per year
Requires a brief consultation first
Non-portal document handling
Our workflow runs through the secure portal. Physical drop-off or emailed documents mean manual processing outside it, and volume matters — a labeled folder is not the same job as a shoebox. Excessive or disorganized documentation is quoted above the minimum.
From $75
Avoidable — we offer a free portal walkthrough
Heavy investment activity. Standard covers up to three brokerage statements. What actually drives the work is transaction volume and whether cost basis is reported — one statement with hundreds of trades and missing basis is a bigger job than three clean ones. If that is your situation, we tell you before we start whether it moves you to the next tier. We do not bill per statement.
Year-round planning
Tax planning & mid-year advisory
Preparing a return is looking backward at a year you can no longer change. Planning is the part that actually moves the number — and it has to happen while the year is still open. These are separate engagements from return preparation, available to clients and non-clients alike. More on how tax planning works →
Mid-Year Tax Check-Up
$350
per check-up
Runs May through September. You upload your year-to-date paystubs and any new income documents to your secure portal; we project where you land in April and tell you what to change while there is still time to change it.
- Year-to-date income & withholding review
- Full-year tax projection
- Recommended W-4 or estimated-payment changes
- Written one-page projection you keep
- Follow-up email questions on the projection
- Documents uploaded through your secure portal
Planning Session
$300
per hour, 1-hour minimum
A working session on one specific decision — before you make it. Selling a home, exercising options, taking a distribution, changing jobs, inheriting an account.
- One scheduled hour on your topic
- Scenario comparison where it applies
- Written summary of what we decided
- Coordination with your attorney or advisor if needed
Year-Round Advisory
$1,200
per year
For clients who would rather ask before they act. A defined set of planning work across the year — not an open line, but a real one. Return preparation is billed separately.
- Mid-Year Tax Check-Up included
- November year-end projection
- Two scheduled planning sessions
- Email questions answered within two business days, May through January
- Priority scheduling during filing season
What we work on
Withholding check-up
The most common one. Are you actually covered for April, or heading for a bill? We check the math against real year-to-date numbers instead of guessing.
Estimated-tax recalibration
For 1099, K-1, or investment income — a mid-year true-up so the Q3 and Q4 payments are right instead of a guess carried over from last year.
Roth conversion planning
How much can you convert before it costs you more than it saves? Filling the bracket deliberately beats converting blind.
Equity compensation
RSU vesting, ISO and NSO exercises, ESPP. If you work in the city and hold company stock, the AMT exposure on ISOs is the thing people find out about too late.
New York residency & the Florida move
New York audits residency hard. If you are splitting the year or planning to change domicile, the planning has to happen before the year closes, not after.
Medicare IRMAA planning
For clients past 62 — this year’s income sets your Medicare premiums two years out, and crossing a bracket by a few hundred dollars is expensive. Almost nobody plans for it.
Inherited IRA distributions
The 10-year rule turned inherited accounts into a multi-year timing problem. Spreading distributions deliberately usually beats waiting until year ten.
Capital gains & loss harvesting
Realizing gains inside the 0% bracket, or harvesting losses before December, when it can still be done.
Charitable giving strategy
Bunching into one year, donor-advised funds, giving appreciated stock instead of cash, or qualified charitable distributions straight from an IRA once you are taking RMDs.
Life events — before they happen
Marriage, divorce, a baby, selling the house, retiring, taking a new job. Every one of these has a tax answer that is better if we talk first.
Not sure which you need? Most people start with the mid-year check-up, then decide whether year-round access is worth it. Book a 15-minute call and we will point you at the right one — or tell you that you do not need either.
Business tax returns
Entity return pricing — quoted by engagement
Business return fees are not listed publicly because no two business engagements are alike. The right fee depends on your entity type, the number of owners or shareholders, how clean your books are coming in, whether we also prepare the owner’s personal return, and the complexity of your specific situation. Every business engagement begins with a consultation — we scope the work, confirm the fee in writing, and you approve it before we start.
S-Corporations — Form 1120-S
Quoted by engagement
Annual S-Corp return with K-1 preparation for all shareholders. We also coordinate closely with your personal return to ensure S-Corp income, distributions, and reasonable salary are handled consistently across both filings.
Federal Form 1120-S
New York State S-Corp return (CT-3-S)
K-1 preparation for all shareholders
QuickBooks file integration
Reasonable salary documentation
Partnerships & Multi-Member LLCs — Form 1065
Quoted by engagement
Partnership returns for multi-member LLCs and general or limited partnerships. K-1 preparation for all partners, basis tracking, and coordination with each partner’s personal return where applicable.
Federal Form 1065
New York State partnership return (IT-204)
K-1 preparation for all partners
QuickBooks file integration
Partner basis tracking
C-Corporations — Form 1120
Quoted by engagement
Corporate returns for standard C-Corporations, including New York State corporate tax and NYC General Corporation Tax where applicable. Complexity varies significantly with revenue, asset base, and number of states.
Federal Form 1120
New York State corporate return (CT-3)
NYC General Corporation Tax (if applicable)
Depreciation & asset schedule
QuickBooks file integration
Trusts & Estates — Form 1041
Quoted by engagement
Fiduciary income tax returns for trusts and estates. Includes beneficiary K-1 preparation, distributable net income calculation, and coordination with estate counsel and beneficiaries as needed.
Federal Form 1041
New York State fiduciary return (IT-205)
K-1 preparation for all beneficiaries
DNI calculation and allocation
Coordination with estate counsel as needed
Step 1
Free intro call
Tell us about your business — entity type, revenue range, how your books are kept, and what you need. 15 minutes.
Step 2
We scope and quote
We review your situation and send a written engagement letter with a flat fee. You know exactly what you’ll pay before we touch a form.
Step 3
Sign and start
You sign the engagement letter digitally through your portal, upload your documents, and we handle the rest.
Business and personal return pairing. When we prepare both your business entity return and your personal return, we coordinate everything under one engagement. S-Corp shareholders, partners, and sole proprietors benefit from having the same firm handle both filings — no gaps between what the business reports and what appears on your personal return.
New entity formations
Business formation & S-Corp election pricing
We handle LLC formations, incorporations, EIN registration, and S-Corp elections for New York businesses — everything filed through our secure portal and delivered digitally. All professional fees below are flat and fixed. New York State filing fees are billed separately at cost with no markup. The mandatory NY LLC newspaper publishing requirement is coordinated through our affiliated service and passed through to you at exactly what our affiliate charges — no coordination fee, no markup. Learn more about our formation services →
LLC Formation
Articles of Organization filed with NYS · EIN registration with IRS · Portal delivery of all confirmations
$500 – $750
+ NYS filing fee ($200, billed at cost)
Corporation Formation
Certificate of Incorporation filed with NYS · EIN registration with IRS · Portal delivery of all confirmations
$600 – $850
+ NYS filing fee ($125, billed at cost)
S-Corp Election Add-on
Federal Form 2553 filed with IRS · NYS S-election filed · Approval letters delivered to portal
$300 – $400
Added to any formation or existing entity
Full Formation Package
Formation + EIN + Federal & NYS S-election · Most clients forming a new S-Corp choose this package
$900 – $1,200
+ applicable NYS filing fees at cost
NY LLC Publishing Coordination
New York law requires every LLC to publish a notice of formation in two local newspapers within 120 days of filing. We coordinate this through our affiliated publishing service and pass the cost to you at exactly what they charge — no markup, no coordination fee.
No additional fee
Publication cost passed through at cost · Nassau ~$700–$900 · Suffolk ~$300–$500
Tax Consultation — Entity Selection
30-minute paid consultation on LLC vs S-Corp vs C-Corp tax implications before you file · Required before any formation engagement
$150 – $200
Applied toward formation fee if you proceed
Legal disclaimer: Geiger Tax & Accounting provides tax advisory and administrative filing services in connection with business entity formation. We do not provide legal advice. Clients are strongly encouraged to consult a licensed New York attorney regarding operating agreements, bylaws, member rights, and related legal matters. Our services are limited to tax-related filings and administrative submissions with NYS and the IRS.
* Non-portal document processing fee: Our workflow is built around our secure TaxDome client portal. Clients who prefer to submit documents by hand delivery or mail rather than through the portal require manual processing outside our standard workflow. A non-portal fee of $50–$200 applies depending on the volume of documents submitted. We’re happy to walk any client through portal setup at no charge — it takes about 10 minutes by phone.
Common questions
Pricing FAQ
How do I know which tier is right for me?
The simplest guide: if your income is entirely W-2 wages from one employer with a standard deduction, start with Digital. If you have multiple employers, investment accounts, or significant itemized deductions, Standard is likely your tier. If you’re self-employed or receive K-1s from a business you own, Business Owner is the right fit — rental properties sit on top of that tier and are billed per property. If your situation involves trusts, multiple states, or you want year-round access to your preparer, let’s talk about Concierge. For business entity returns — S-Corps, partnerships, C-Corps, and trusts — fees are quoted individually after a brief consultation. When in doubt, contact us — we’ll tell you exactly what fits your situation before you commit.
Do you grandfather existing clients at their current rate?
Yes. Existing clients are never price-dropped or surprised with a higher invoice at delivery. Your rate is established at the beginning of each engagement. If your situation becomes significantly more complex than prior years — for example, you sell a business or acquire significant new investment activity — we discuss that with you before we begin, not after.
What happens if my return turns out to be more complex than the tier I selected?
We discuss it with you before proceeding — not after. If we receive your documents and determine your situation requires a higher tier than originally scoped, we let you know the revised fee and get your agreement before any work begins. You never receive an invoice for an amount you haven’t approved in advance.
Are prior-year and amended returns available?
Yes — we handle prior-year returns and amended returns. Prior-year returns are priced at the applicable tier rate for the tax year in question, plus a $75 prior-year handling fee per year. Amended returns are priced based on the complexity of the change. All prior-year and amended work requires a brief consultation before we begin — please use our contact form to describe your situation.
When will I know my exact fee?
Once you upload your documents through our secure portal, we review your situation and confirm your exact fee before any work begins. If your documents reveal complexity that falls outside your selected tier — additional income sources, forms, or schedules not included in the standard scope — we will contact you with the revised fee and get your approval before proceeding. You will never receive an invoice for an amount you haven’t agreed to in advance. All major credit cards are accepted through our secure portal.
What is the non-portal surcharge and how do I avoid it?
Our entire workflow is built around our secure TaxDome client portal — it’s how we receive documents, deliver returns, collect e-signatures, and communicate with clients. Clients who prefer to drop off or mail physical documents require manual processing outside this workflow, which adds time and cost. The $75–$100 surcharge reflects that additional handling. If you’d like help getting set up on the portal — we offer a free 10-minute phone walkthrough — just mention it when you contact us.
Do you handle IRS notices and audit responses?
IRS notice response and audit representation services are available to existing business clients under a separate engagement letter. These services are not included in any standard return preparation tier and are scoped and priced individually based on the nature of the notice or audit. If you’ve received an IRS or NYS notice, upload it to your portal or contact us to discuss — most notices are more manageable than they appear.
How long does it take to get my return completed?
Turnaround time depends on the time of year and the completeness of your documents. During peak filing season (February through April 15), our standard turnaround is 10–14 business days from receipt of complete documents. Earlier in the season or outside of tax season, turnaround is typically 5–7 business days. The most common delay is incomplete document submissions — our portal organizer helps ensure you have everything before you submit.
Ready to get started?
Professional tax preparation — based on Long Island, built for everywhere.
New clients welcome. Current-year returns open now. Prior-year and complex situations by consultation.
Book a business consultation
New — self-employed, LLC, S-Corp & complex situations
Access the client portal New individual filers & all existing clients