Basic federal Form 1040 preparation. Additional schedules, forms, states, prior-year work, and ITIN services are separate.
Tax & ITIN services
Clear preparation. Transparent pricing.
Your price is based on the forms, schedules, states, and services your filing actually requires. We confirm the final scope after document review.
Core services
Start with the filing that fits your situation.
Includes the $150 base individual return plus Schedule C preparation starting at $145. Other schedules and forms may apply.
New application or renewal through Lumera's Certifying Acceptance Agent process. Tax preparation is separate unless purchased as a package.
Common tax schedules
Added only when your return requires them.
Schedule A - itemized deductions$40
Schedule B - interest and dividends$25
Schedule C - self-employment or gig work$145
Schedule D - capital gains and losses$50
Schedule E - rentals and pass-through income$50
Business use of home$40
Forms and filing add-ons
Transparent pricing for common additions.
Additional state return$50
Prior-year return$200 per year
Amended federal return$250
IRS transcript retrieval assistance$30
Form 990-N e-Postcard$250
Specialized federal forms
Form 8888 - split refund$15
Forms 2210, 2441, or 8889$25 each
Forms 1116, 5329, or 6251$40 each
Form 4562 - depreciation$50
Forms 2555 or 4684$75 each
State amendments, additional schedules, and other specialized work may be priced separately. Final pricing is confirmed before preparation begins.
ITIN and CAA services
Application, renewal, and family pricing.
New ITIN application or renewal - primary applicant$250
Each additional spouse or dependent in the same engagement$150
Base individual tax return + primary ITIN application or renewal$350
W-7 correction or resubmission caused by missing or inaccurate client information$150
Supporting-document review, application-package assembly, and routine follow-up are included. IRS approval and processing time are not guaranteed. Corrections required solely because of a documented Lumera preparation error are completed at no charge.
Year-round tax support
Help before and after filing season.
Tax withholding review / Form W-4 assistance$25
IRS online account setup assistance$25
IRS payment plan application assistance$35
Tax or business document organization - up to 50 pages$35
Self-employment tax and recordkeeping consultation$35
New-business tax orientation$50
Prior-year filing-status review$50
Quarterly tax checkup$75
Basic IRS notice review is included when a notice relates directly to a paid Lumera service. Substantial correction, amendment, or representation work is quoted separately.
Before filing
You review the return first.
A draft is provided for review before submission. You are responsible for confirming that all information is complete and accurate before filing. Government fees and third-party charges are separate unless expressly stated.