One flat $20 per accepted return. No other fees.
Refund Estimator

In-office quick estimate

What's this client looking at?

Enter the basics from their W-2 and household. Federal only — a ballpark for the conversation, not a filed return.

Client basics

$
Box 1, all W-2s combined
$
Box 2, all W-2s combined
$
Net profit after expenses (optional)
$
SSA-1099 box 5. Taxable portion (0–85%) is figured automatically
$
Cash gifts to charity
Qualifying children with SSNs
Age 17+, parents, college kids
More details
$
1040-ES payments for the year
$
Unemployment, interest, pensions, etc.
$
IRA, HSA, student loan interest
$
Mortgage interest, SALT, medical — donations are added automatically. Used only if the total beats the standard deduction.