Know Your Price Before You Pay
Transparent PricingYou receive your preparation fee quote before you are asked to pay the Initial Review Fee or book your New Client Interview.
Preparation Fee
Coming Soon for 2027
Your exact preparation fee depends on the forms, schedules, and complexity of your return. The Square Penny will review your tax documents and provide a fee quote before any work begins.
Depending on the return, the preparation fee may be structured as:
- A base preparation fee, plus applicable forms and schedules
- A base preparation fee, plus additional professional time where research, analysis, or other substantial work is required
Where additional professional time applies, it is billed at an hourly rate (Coming Soon for 2027). This will be reflected in your quote before you are asked to pay.
Initial Review Fee
Coming Soon for 2027, credited toward your preparation fee
After you receive your preparation quote and choose to proceed, an Initial Review Fee is required. It covers the time spent reviewing your tax documents and determining whether The Square Penny can prepare your return, and it comes before your New Client Interview, a 30-minute video meeting where we verify your identity and go over a few more questions.
If we accept your return for preparation, this fee is credited toward your tax preparation fee. It is not an additional charge on top of your quoted price.
The fee is non-refundable, except if, after you pay, we decide we can’t prepare your return from the information you gave us before your quote. If our review finds that your return requires services in a state we do not serve, the fee is kept as payment for the review. You can reschedule the interview up to 3 times with at least 24 hours’ notice. You’ll see and agree to our full Terms of Engagement before you pay.
Our Pricing Commitment
- You receive your preparation quote before paying the Initial Review Fee.
- The Initial Review Fee is credited toward your preparation fee, not added on top of it.
- If information discovered later would materially change your quoted fee, The Square Penny will discuss the change with you before proceeding with additional work.
- No hidden fees. No surprise bills.
Let's review your situation.
Complete the intake form and The Square Penny will review your tax needs. Your quote comes before any payment.
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