Pricing & what to bring
No surprises on cost. No guesswork on paperwork.
Every return is different, so we do not publish one price for everyone. Here is exactly how the fee is set, and what to gather before you start.
How your fee is set
What affects the fee
- The forms and schedules your return needs
- Self-employment or business income
- Number of states you file in
- Rental property or investment activity
- Prior-year corrections or amended returns
Estimate before any work
You get a written fee estimate after we understand your situation, before we start.
Changes need your approval
If something new turns up that adds work, we explain it and ask before continuing.
Payment
Due [when payment is due]. We accept [payment methods].
Want an idea of cost before you commit? Tell us about your situation and we will send a written estimate.
Request an estimateEstimates are estimates, not quotes. Your written estimate is confirmed once we have reviewed your situation.
What we need from you
Exactly what applies depends on your situation; your portal checklist is tailored to you. Please do not send anything that is not on it.
About you
- Legal name and address
- SSN or ITIN, for you and dependents
- Filing status details
- Dependent information
Income
- W-2s from every employer
- 1099s (contract, interest, dividends)
- Retirement and Social Security statements
- Business income and expense records
Deductions & credits
- Form 1098 (mortgage interest)
- Childcare and education costs
- Charitable giving receipts
- Health insurance forms (1095)
Last year’s return
Helpful if you are new to CRJ: it shows carryovers and what changed. If you do not have it, tell us; it is not required to begin.
Upload through the client portal only. Please do not email documents or photos of them.