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    INDIVIDUAL PRICING

    Individual Price Estimator

    This calculator gives you a high-level idea of pricing based on your situation. Your actual quote may be lower or higher once we review your complete tax details.

    Is this your first year with PBX?

    New clients receive a $100 credit on their first return.

    Deduction type

    Itemized (Schedule A) adds $125

    Income and investments

    W-2, 1099 and SSA income

    W-2, 1099-MISC, 1099-K, 1099-NEC, SSA-1099 · 2 included, $25 each after

    0

    Dividends and interest

    1099-DIV, 1099-INT · 2 included, $15 each after

    0

    Sold stocks or crypto

    1099-B, consolidated brokerage · 1 account included, $75 each after

    0

    Retirement distributions

    1099-R for IRA, 401(k), pension · 1 included, $30 each after

    0

    Non-Resident State Return

    Home state included · $125 per other state

    0

    Rental and business income

    Rental properties

    Schedule E per property · $200 each

    0

    Schedule C businesses

    One per business · $250 each

    0

    Schedule K-1

    Partnership, S-Corp, estate, or trust · $150 each

    0

    Foreign Accounts & Assets

    FBAR (FinCEN Form 114)

    Foreign accounts over $10,000 combined · $150

    Form 8938 (FATCA)

    Foreign assets above IRS thresholds · $150