FirstSource — Pricing
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2027 Service Pricing

Transparent pricing.
No hourly surprises.

Every quote is flat and given upfront — you'll know exactly what you're paying before we start.

🌎 In-office in Westminster, CA — or 100% online, nationwide.

Included at no fee for every tax client
Health insurance enrollment
Life insurance planning
Retirement planning (IRA & 401k)
Mortgage loan consultation
Business Tax Filings
Fees vary with complexity — quoted after a quick look at your entity
$350–$2,750

Business Services

Business tax planning — strategic session $350
Picking the wrong entity structure or missing a quarterly deadline typically costs far more than this session — most owners recover it the first year.
Bookkeepingfrom $200
Payrollfrom $75
W-2 & 1099 issuancefrom $99
Sales tax filing$50–75
Statement of Information$50
Business license renewal$100
LLC & corporation formation$400–500
DBA filing$200
Small-group health plans consultationsIncluded

Individual & Family

Individual tax filing
quoted upfront, no surprisesfrom $100+
Individual tax planning — strategic session $150
One missed credit or a withholding mistake usually costs more than this session — most clients treat it as the cheapest line item on this page.
Tax resolution (IRS letters & correspondence)$150
ITIN (certified CAA)$180
Foreign income (Form 2555, Expats)from $150
Audits & representation (EA)$350–750
Living trust$800–900
Title transfer$225–275
SSA / FAFSA application$50 / $75
Notary public signings
Mobile service available with extra charge$15/sig
Home loan pre-qualification (in-house loan officer)No consultation fee
Obamacare & Medicare enrollmentIncluded

* Individual and business tax planning sessions run 60–75 minutes. Pricing effective 2027 and depends on complexity — ask about payment plans for larger filings. Rush service is available for an added, negotiable fee — ask when you book.

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