Colossa Tax Group offers fixed-fee tax preparation for individuals, business owners, and investors. Based in San Diego and serving clients virtually across California and nationwide, we provide a modern, efficient, and fully transparent process.

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Review the packages below and contact us to receive your personalized quote.

INDIVIDUAL 1040 PACKAGES

PACKAGE 1 – STANDARD 1040

$550 

Best for: W-2 earners, gig workers, and small business owners with organized records.

Includes:

• Federal & One State Return
• Unlimited W-2 & Retirement Income
• Interest & Dividends (Consolidated 1099-INT/DIV statements)
• One Schedule C (Simple): 
  • Requires completed Profit & Loss Statement. Excludes inventory/COGS, asset depreciation, and home office deduction. Standard mileage method only.
• Standard or Itemized Deductions: (Schedule A)
• Common Credits: Child Tax Credit, Child & Dependent Care Credit, education credits 

Excludes: 

• Rental properties, K-1 income, cryptocurrency transactions, day trading or high volume investment activities, stock options or equity compensation, complex credits (e.g., Earned Income Credit, EV/Solar).

PACKAGE 2 – ADVANCED 1040

$895+ 

Best for: Active business owners, real estate investors, day traders / crypto investors, and professionals with equity compensation.

Includes:

• Everything in Standard Package
• One Rental Property: (Schedule E – Residential)
• One Schedule C Business (Complex): 
  • Includes higher-complexity calculations like inventory (COGS), asset depreciation (Section 179/Bonus), Home Office Deduction, or Actual Vehicle Expense Method
• Pass-Through Income: Reporting for up to Two K-1s (S-Corp, Partnership, or Trust).
• Stock Options & Equity Compensation: RSU, ESPP, ISO (consolidated 1099-B summary with up to 50 transactions)
• Day Trading & Investment Activity: Moderate volume stock sales (up to 50 transactions per broker)
• Cryptocurrency: Basic reporting (up to 100 transactions across all platforms)
• Complex Credits: Earned Income Credit (EIC), energy credits, etc.
• Multi-State Strategy: Handling of part-year residency and allocation (filing fee separate).

ADD-ONS & SPECIALTY SERVICES

These fees apply when a client’s situation exceeds the limits of their selected package.

Extensions & Additional States

• Personal Extension (Form 4868): $100
• Additional State Return: $125 per state

Business & Real Estate

• Additional Schedule C Business: $200 per business
• California LLC Return (Form 568): $100 
  • Required for CA LLCs
• Additional Rental Property: $150 per property
• Additional K-1 Entry: $75 per K-1
• Sale of Home (Primary Residence): $225
• Sale of Rental Property (Form 4797): $150
• Like-Kind Exchanges (Form 8824): $250

Crypto & Investment 

• High-Volume Investment Activity: $200+
  • For day trading, hundreds of transactions, or multi-platform cleanup.
• High-Volume Crypto Activity: $200+
  • For large transaction sets, multiple wallets/exchanges, or complex reports.

Advisory & Protection

• QBO Tax-Readiness Review: $295
  • A diagnostic health check of your QuickBooks Online file. Does not include cleanup.
• Audit Protection Plan: $129 (One-time fee per return)
  • Full representation for this year’s tax return up to the appeals level.
• IRS Tax Monitor: $29 / month (Subscription)
  • Year-round, 24/7 monitoring of individual IRS transcripts.

BUSINESS/CORPORATE ENTITY PACKAGES

Forms 1120-S, 1120, 1065 (S-Corp, C-Corp, Partnerships)

IMPORTANT – FINANCIAL RECORDS REQUIREMENT:

To ensure accuracy and speed, we require tax-ready books for all business returns.

Don’t have tax-ready books? We can help assess your QuickBooks file with our QBO Tax-Readiness Review ($295) and provide bookkeeping partner referrals.

Colossa Tax is QuickBooks ProAdvisor certified but does not provide monthly bookkeeping or cleanup services.

PACKAGE 1 – STANDARD BUSINESS RETURN

$1,295

Best for: Small businesses with straightforward operations, clean books, and simple ownership structures.

Includes:

• One Business Tax Return: (Form 1120-S, 1120, or 1065)
• Up to 2 owners/shareholders and 2 K-1s
• Single-state filing
• Up to 2 business bank/credit card accounts
• Standard depreciation and year-end adjustments
• Basic tax compliance and filing
  

PACKAGE 2 – ADVANCED BUSINESS RETURN

$1,795+

Best for: Businesses with multiple owners, multi-state operations, or increased complexity.

Includes:

• Everything in Standard Package
• 3+ owners/shareholders and 3+ K-1s
• Multi-state operations or income apportionment
• Multiple business bank/credit card accounts (3+)
• Larger asset schedules and complex depreciation scenarios
• Business rental activity (Form 8825)
• Higher transaction volume or complex revenue streams

BUSINESS & CORPORATE ENTITY ADD-ONS

These fees apply when a client’s situation exceeds the limits of their selected package.

Corporate & Filing

• Business Extension (Form 7004): $200
• S-Corp Election (Form 2553): $350
• Reasonable Compensation Report (S-Corp): $400
  • Required for all S-Corp clients taking shareholder distributions
• Additional State Business Return: $150 per state
• Additional K-1s (Business): $125 per K-1
• 1099-NEC Filing (Contractors): $15 per form + $50 setup

Bookkeeping & Advisory

• QBO Tax-Readiness Review: $295
  • A diagnostic health check of your QuickBooks Online file. Does not include cleanup.

Investment & Specialized Activity

• Business Rental Activity (Form 8825): $250 
  • Required for rental real estate income/expenses reported on a Partnership or S-Corp return.
• Sale of Business Property (Form 4797): $150
• Like-Kind Exchange (Form 8824): $250
• High-Volume Business Investment Activity: $200+ 
  • For day trading/high-volume 1099-B activity reported on the business return.

PAYMENT & TERMS

Payment Schedule:

• 50% retainer due upon engagement
• Balance due before e-filing
• Accepted payment methods: Credit card, ACH direct debit

Refund Policy:

• Our fees are for professional services rendered and are non-refundable.
• Your tax refund will be issued directly by the IRS/state according to their processing timelines.
• Our professional fees are separate from your tax refund.

Additional Work:

• Material changes after preliminary return preparation: $250/hour
• Rushed preparation (less than 7 business days): 25% expedite fee
• Paper filing by client request (when e-file is available): $75 surcharge

WHY CHOOSE COLOSSA TAX?

Business Owner Specialists

Our founder, Lucy Splichal, EA, has 15+ years of business ownership experience and understands the unique challenges and opportunities you face.

Enrolled Agent Credentials

We have full IRS representation authority – a critical difference from most tax preparers who cannot represent clients before the IRS.

Tax Resolution Expertise

We specialize in tax resolution and work to prevent problems before they happen. If issues arise, we’re already credentialed to resolve them.

Fixed-Fee Transparency

Know your costs upfront with clear package pricing – no surprise bills or hidden fees.

QuickBooks ProAdvisor Certified

Expert guidance on whether your books are tax-ready, plus the ability to work directly with your reconciled QuickBooks files for seamless tax preparation.

Modern, Secure Client Portal

Efficient 24/7 document upload and communication designed to save you time and protect your information.

San Diego Expertise

Local knowledge with deep California and multi-state tax experience.

FREQUENTLY ASKED QUESTIONS

Q: How do I know which package is right for me?

A: Contact us and we’ll review your tax situation and recommend the best package – no obligation.

Q: What if my situation changes after I select a package?

A: We’ll adjust your package as needed and clearly communicate any additional fees before proceeding – no surprises.

Q: What happens if I get audited?

A: Add our Audit Protection Plan ($129) for full IRS representation and peace of mind. We’ll handle all correspondence and represent you through the examination process.

Q: I have messy books – can you still help?

A: Yes! Start with our QBO Tax-Readiness Review ($295). We’ll assess what needs fixing and refer you to trusted bookkeeping partners. Once your books are clean, we’ll prepare your return.

Q: Can you help if I’m behind on taxes or have IRS issues?

A: Absolutely. Tax resolution is our specialty. Colossa Tax offers full representation before the IRS and California state taxing agencies under a separate engagement.

Q: Do you prepare returns for prior years?

A: Yes. This pricing is for current year 2025 tax returns filed in 2026. Prior year returns and amended returns are quoted separately based on complexity.

Q: What makes you different from other San Diego tax preparers?

A: We specialize in business owners and combine tax preparation with tax resolution expertise. Most preparers cannot represent you before the IRS if issues arise – we can. Plus, we’re QuickBooks ProAdvisor certified to work directly with your QBO files and assess whether your books are tax-ready.