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OkeyBooks Tax

Personal and Business Tax Services
for U.S. Residents and Non-Residents

We prepare, review, and e-file your federal and state returns with accuracy and care
maximizing eligible deductions while keeping you compliant with IRS and Maryland requirements.

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Pricing

Tax Solutions Tailored to You

Individuals & Families

W-2, 1099, investments, rental income, credits, and more.

Self-Employed & Freelancers

Schedule C, estimated taxes, home office, and deductions.

LLCs, Partnerships &
S-Corps

1120S/1065, K-1s, book-to-tax adjustments, and year-end support.

Our Tax Services

Whether you live in the U.S., work remotely from abroad, or own U.S. real estate as a non-resident,
Okeybooks can help you stay compliant and file the right tax return

U.S. Resident Tax Return (Form 1040)

Preparation of federal & state filing for U.S. residents and green card holders. Includes standard deductions, credits, W-2/1099 income, and basic schedules.

  • Form 1040
  • W-2 / 1099 income
  • Basic itemized deductions
  • guidance on estimated taxes

Non-Resident Tax Return (1040-NR)

For foreigners / non-U.S. residents with U.S. income (rentals, remote work for U.S. company, investment income, etc.). We help determine filing status and treaty benefits.

  • Form 1040-NR
  • Treaty review (if applicable)
  • State return (when required)

ITIN Application / Renewal

Assistance with IRS Individual Taxpayer Identification Number (ITIN) for non-U.S. persons who need to file a return or report U.S. income.

  • Form W-7 preparation
  • Document/instructions list
  • Filing with attached return (if needed)

FIRPTA (U.S. Property Sales)

Support for foreign sellers of U.S. real estate, including withholding calculations and required IRS forms, so you stay compliant and avoid delays at closing.

  • Form 8288 / 8288-A
  • Withholding certificate (if applicable)
  • Follow-up return to claim refund

Business Tax Preparation (1120S / 1065 / 990)

Preparation and filing for LLCs, S-Corps, partnerships, and nonprofits — including K-1s, balance sheet tie-out, and book-to-tax adjustments.

Tax Planning & Strategy

Mid-year and year-end planning sessions, estimated tax calculations, and proactive advice to help you minimize tax exposure.

Prior-Year & Amended Returns

Catch up on past filings or correct previous returns to stay compliant and recover eligible credits or refunds.

Year-Round Support

Ongoing access for questions, updates, and record changes — not just during tax season.

Tax Preparation Process

Effortless Tax Filing in 5 Simple Steps. From our initial call to filing,
we make sure your tax preparation is accurate, stress-free, and timely.

Welcome Call

We start by understanding your needs. We’ll discuss your financial situation, answer any questions, and explain how we can help make your tax filing stress-free.

Gather Information

Next, we collect all the necessary documents. We’ll guide you through what’s needed, such as income details, deductions, and credits.

Prepare Your Return

Once we have the information, we prepare your tax return with precision. We ensure that every deduction and credit is maximized to minimize your tax liability.

Client Review & Approval

Before submitting, we review the return with you. We walk through everything to make sure you’re comfortable and approve the final version.

Filing

Once you’ve approved the return, we file it on your behalf. We’ll also make sure you're aware of any deadlines, ensuring you stay compliant and stress-free.

Tax Preparation Pricing

Get an instant, transparent estimate for your tax preparation fee. Prices vary by your document-ready date.

Submit all documents and be within the window above to lock that starting price.

✅ Transparent pricing
🔒 Secure document portal
🕒 Typical filing 24–72 hrs after document-ready*

Estimate Your Tax Preparation Fee

This estimates the service fee Okeybooks will charge to prepare and file your return. Your base fee includes Form 1040 + the first W-2. Add schedules and extra forms below as needed.

It does not estimate your refund or amount due. Final pricing may vary based on the final information and documentation you provide.

No forms selected yet.

Tax Pricing FAQ

What does “document-ready” mean?
All required tax documents uploaded and the intake questionnaire completed by the date shown in the pricing card.
What’s included at the starting price?
Preparation + e-file of your federal return and your first W-2. Additional forms are itemized in the calculator and added to the estimate.
How are state returns priced?
Per state. Use the “Add state tax return” button; your total updates automatically.
Can my fee change later?
If your documents change (e.g., new forms appear), your estimate is refreshed and confirmed before we proceed.
Do you handle extensions and amended returns?
Yes. The calculator includes common forms/schedules. If you need an extension or an amended return, select those items to see pricing.
What if I have self-employment or rental income?
Select Schedule C (self-employment) and/or Schedule E (rentals) in the calculator. Pricing scales with the schedules you add.
How do I share my documents securely?
After you proceed, we’ll send a secure portal link to upload PDFs, statements, and receipts. Emailing tax docs is discouraged.
When is payment due?
After we review your documents and confirm your estimate, you’ll receive an invoice. Work begins once you approve and submit payment.
Do prices include tax authority balances or penalties?
No. Our fees cover preparation and e-file. Any refund or amount due to tax authorities is separate.
Can I talk to someone before I start?
Absolutely—contact us and we’ll help you decide which forms you need and how to get document-ready.

Fast estimate. Professional filing.

See your Okeybooks fee, lock your season pricing, and move forward confidently.

Have questions?