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Pricing · South San Francisco & Bay Area

Clear pricing. A real advisor.

Flat fees up front, agreed on before we start. Every package comes with an Enrolled Agent in your corner, in English or Spanish.

10+Google reviews
Thousandsclients served over 10+ years
Enrolled AgentsLicensed by the IRS to represent you
Hablamos españolEvery service, in English or Spanish

Tax preparation packages

Essential

$525per return

Ideal for individuals with W-2 wages and a few 1099s.

Start now
  • Up to 5 W-2s & 1099s, 1 state filing included
  • Secure client portal
  • Access to our tax pros
  • Email support
  • End-of-year tax review

Professional

Most popular
$1,350per return

Comprehensive prep for individuals and families with more moving parts.

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  • Up to 5 additional forms (1099, 1098, K-1 and more)
  • 1 premium add-on included
  • Email & phone support
  • Quarterly tax review

Diamond

$2,650per return

For high-income earners, rental owners and entrepreneurs.

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  • High income: rentals, business, entrepreneurs
  • Access to all premium add-ons
  • Follow-up tax summary video
  • Priority email & phone support
  • Monthly tax review

Most personal returns fall between $525 and $2,650. Your fee is agreed on before work begins.

Included in every package

Every tax package includes

01

Full itemized deductions

We assess your situation and apply every deduction you qualify for.

02

W-4 updates

A complimentary withholding review, so April holds no surprises.

03

Tax payments

We set up and schedule your federal and state payments.

04

Tax correspondence

If a notice arrives, we review it and respond on your behalf.

05

Full credit optimization

Every credit you are eligible for, found and applied.

06

Complimentary quick chat

Short questions during the year? Call or message us.

07

Video delivery

A recorded walkthrough of your return in plain language.

08

Rest assured

We stand behind every return we prepare.

Premium add-ons

Go further when you need to

Professional includes one premium add-on. Diamond includes all of them.

Advanced tax strategy

Proactive planning for owners and investors: entity choice, retirement and deduction strategy.

Strategic KPI overview

We track the numbers that drive your business and explain what they mean.

Tax planning

Project your bill before year-end and adjust while there is still time.

Tax manager

A dedicated contact who keeps your deadlines, documents and payments in order.

Price estimator

Estimate your fee in 30 seconds

Pick what applies. Prices come straight from our 2026 fee schedule.

Your situation
Additional rental properties
0+$100 each
Additional states
0+$50 each
Your estimate
$275one-time
  • Return, federal + 1 state$275
Want the year-round version? The Essential package ($525) adds tax reviews, notice handling and direct advisor access.
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A starting point, not a quote. Your final fee is agreed on before we begin.

How we compare

More than a once-a-year transaction

Morales Tax GroupBig-box tax chainsDIY tax software
Who prepares your returnIRS-licensed Enrolled AgentSeasonal preparer, credentials varyYou
PriceFlat fee agreed before we startOften set at checkoutLow base, upgrades add up
Year-round accessCall, text or email your advisorMostly during tax seasonHelp articles and chat
IRS lettersHandled for you, includedOften an extra-cost planOn your own
Audit & IRS representationEnrolled Agents represent youOften an extra-cost planUsually an add-on
Proactive tax planningQuarterly or monthly reviewsRarelyNo
Spanish-speaking advisorYes, from first call to signatureVaries by locationLimited

Comparison reflects typical offerings. Individual providers vary.

Meet your advisor

Edwin Morales, EA

Edwin founded Morales Tax Group to be the advisor he wished more people had: proactive, plainspoken and in your corner all year. As an Enrolled Agent, he is licensed by the IRS to represent clients at every level, and he advises in English and Spanish.

“Not every individual and business runs the same or has the same needs. We ask the right questions, listen, and develop a game plan that works for you.”
Why Morales Tax Group

Tax consultants and business advisors, not just preparers

Founded by Edwin Morales, MTG is hyper-focused on tax savings and on solutions that give you peace of mind.

I

Proactive, not just compliant

IRS compliance is critical. Being proactive is equally important, so we plan with you all year instead of meeting you once in April.

II

A game plan built for you

No two people or businesses run the same. We ask the right questions, listen, and build a plan that works today, tomorrow and in the future.

III

Professionally detached

We give you an objective view of your personal and business risk, with your best interest in mind.

Got an IRS letter?

Briefly freak out. Then send it to us.

Every tax package includes notice handling. Full IRS representation starts with a $300 case review.

How we bill

Transparent, so there are no awkward surprises

We made our practice transparent to avoid confusion. Each service starts with a signed engagement agreement.

Fee agreed before we startIf new information adds time, we tell you and agree on it before moving forward.
Reviewed every 90 daysIf accounts are added or removed, your fee follows the actual scope.
Cancel anytimePrepaid tax preparation not yet started is refunded at 75%.
Your records, kept safeWe keep copies for seven years and return your originals.
FAQ

Questions before you start

How is my fee set?

Most personal returns fall between $525 and $2,650. After a short assessment of your situation we give you an estimate, and we agree on the fee before any work begins.

Do you work in Spanish?

Yes. Edwin and part of the team advise clients in Spanish every day, from the first call to the final signature.

I got an IRS letter. What now?

Briefly freak out. Then forward it to us through your client portal. Every tax package includes correspondence handling, and full representation starts with a $300 case review.

Can I add services later?

Yes. Premium add-ons can be added to any package at any time. Just ask your advisor.

What should I bring?

Having all your documents makes prep faster and helps us find every deduction and credit: W-2s, 1099s, last year’s return, and anything new this year.

Can you fix a past return or file back taxes?

Yes. We amend with Form 1040X, typically within 3 years of the due date, and we file missing past-year returns with the IRS and state.

Let's get a tax win!

Create your client portal in a few minutes. Upload documents, message your advisor and get your fee confirmed before any work begins.

Create your client portal
Tax packages from$525
Create your client portal

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​Pricing​

​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​Tax Preparation Packages

We competitively offer a simple fee range for packages of $525-$2,650 for most personal tax returns. You will be provided with a personalized assessment of your tax situation and an estimated fee will be provided to you. Your fees will need to be agreed upon before we begin the preparation of your taxes. If the amount of time required increases based on additional information not discussed during the tax assessment, you will be advised of the increase of fees which will need to be agreed upon before moving forward with tax preparation. See our unique bundled services below:
Essential Package
$ 525.00

Ideal for Individuals with W-2 Federal & State return 

Start Now
  •  Up to 5 W-2's & 1099's. Includes 1 State tax filing
  •  Secure Client Portal
  •  Access to tax courses, tools, and more!
  •  Email Support
  •   End of year tax service 
​
Professional Package
$ 1,350 

Comprehensive tools for growing individuals or businesses. Optimize your processes and productivity with our tailored solutions. Includes Essential Package +

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  •   Up to 5 Additional tax forms & documents (1098,  1099,  child tax credit, etc) 
  •  Access to 2 Premium Add On
  • Email and phone support
  •  Quarterly tax service 
​
Diamond Package
$ 2,650

Advanced solution for individuals looking for cutting-edge features and top-tier support for maximum performance.

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  •  High income (Rentals, Business, Entrepreneurs) 
  •  Access to All Premium features
  •  Follow up tax summary video explaining tax return 
  •  Priority  Email and Phone Support
  •  Monthly Tax Service
​

 Tax Packages Include

Full Itemized Deductions

We assess your unique situation and the information you provided to legally claim all tax deductions available to you

W4 Updates

Complimentary review of current paystub to manage tax withholdings 

Tax Payments

Enjoy stress free tax payments

Handle Tax Correspondence

If necessary, we review IRS or State notices, explain what they mean and provide next steps

Full Credit Optimization

We assess your unique situation and the information you provided to legally claim all tax credits available to you

Complimentary Quick Chat

We want to encourage open and frequent communication with our clients for those unscheduled tax questions through email (72 hours) or calls (15 minutes) 

Video Delivery

Enjoy a convenient personalized video explanation of any balance due/ refund, key numbers, and what to do next. 

Rest assured

We will provide you the timely  confirmation details that your tax documents were successfully transmitted to taxing agencies

 Premium Add On:

Advanced Tax Strategy

We assess your unique situation with a full tax planning session which includes: Income shifting, entity structure review, retirement optimization, and other advanced deductions !

Strategic KPI Overview

We can help develop systems where they are meaningful and value adding to operational decisions. We also make recommendations for the following; insurance, taxes, financials, investments , retirement, estate

Tax Planning

Forecast your income tax liability for the coming year and incorprate Tax Minimization strategies .

Tax Manager

We assign you an Enrolled Agent who will keep a power of attorney on file and provide unbiased education, and hold you accountable to your goals

, build the right money mindset and habits then equip you with the tools, processes, and resources to reach your financial and life goals.

Todos los productos

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​Bookkeeping

Morales Tax Group is a full service tax accounting firm providing our community with helpful insights and professionalism in the complex world of Taxation. Our mission is to
provide knowledge to those who show interest in moving their small business to a successful career. We provide tools and guidance to businesses as well as those running the businesses.

Essential 

$ 525 / month

Perfect for Freelancers, Small businesses, startups, and individuals needing essential services.

Start Now
  • Quickbooks Set up & onboarding
  •  Monthly Financial Reports
  •  Tax Compliance Support
  •  1 Premium Service
Instant setup, satisfied or reimbursed.

Growth

$ 1,350 / month

Growing businesses needing advanced services and more frequent support.

Start Now
  • Complete CRM for any team with custom Portal 
  • Access all training modules and videos
  •  Includes 2 Premium Service 
  •  Priority support
Instant setup, satisfied or reimbursed.

Professional

$ 2,650 / month
Established businesses requiring full-service accounting, compliance, and

strategy.

Contact Us
  • Unlimited CRM support
  • All modules & features
  • Unlimited customization
  •  Access to All Premium Add ons
Instant setup, satisfied or reimbursed.

Consultations

Get insight on what your numbers mean every month and understand where you and the business stands. This helps make better decisions today for a better tomorrow. 

Specialized Chart of Accounts

We go beyond helping categorize and maintain your income and expenses, we also customize your books  to fit your business. We then are constantly looking out for opportunities to gain rewards and points. 

Bank Reconciliations

We match bank accounts, credit cards, and third party processors ( square, paypal, stripe, etc) with financial ledgers to ensure we capture all sources of income and expenses.

Financial Reporting & Compliance

Delivery of a financial reporting package can include: Profit and loss Statement (P & L), balance sheet and cash flow statement. We also support IRS and state compliance when reports are required. 

 Premium Add on:

Employee/ 1099 Subcontractor Tracking

Manage, pay, track and comply with federal and state obligations regarding your help whether it be employees or subcontractors. Contact us to find out more !

Back Office

Accounts Payable ( A/P) and Accounts Receivable (A/R) tracking vendor invoices, due dates and unpaid balances.  We manage and send collection notices to clients on your behalf. 

CFO

A financial expert by your side monitoring and advising on budgets, reducing taxes, spotting inefficiencies, cash flows and preventing shortages.  

Marketing Campaigns

Want to put your business out there but don't know where to start? We help put you on Google, Yelp, Social media and so much more. We track and manage your AD spend to grow your business



Tax Preparation

Full Service Package* we take care of the entire process from begging to end. We collaborate with the bookkeeping to file a complete and accurate tax return. *only available for clients who have bookkeeping entire year. 
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