SkyBlue Tax IQ Pricing: Choose the Level of Tax Support That You Need
Whether you need help with one specific tax issue or want more proactive tax planning throughout the year, SkyBlue Tax IQ gives you access to tax preparation, research, and intelligence based on the level of support you need.
Tax IQ Select
Pay only for the tax help you need.
Per Tax IQ Service
Take control of your taxes with flexible, professional tax services tailored to your needs. Whether you're preparing your return, reviewing past filings, or exploring tax-saving opportunities, Tax IQ Select allows you to choose exactly the services that matter to you—without an annual commitment.
Available Services Include:
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Individual Tax Return Preparation
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Prior-Year Tax Return Reviews
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Tax Savings & Withholding Analysis
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Roth Conversion & Capital Gains Analysis
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Retirement Tax & RMD Planning
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IRMAA & Medicare Tax Analysis
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Annual Tax Projections
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Year-End Tax Planning
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Personalized Tax Guidance & Reviews
Choose your services. Know your cost. Pay only for what you need.
Tax IQ Connect
Tax preparation plus ongoing tax intelligence.
$800/Year
Go beyond traditional tax filing with a combination of professional tax preparation, personalized reviews, and actionable insights. Designed for individuals and families who want to better understand their taxes and identify potential savings opportunities.
What's Included:
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Federal Individual Tax Return Preparation
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One State Tax Return
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Prior-Year Tax Return Review
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Year-Over-Year Tax Comparison
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Tax Savings Opportunity Review
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Personalized Tax Return Explanation
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Withholding Review
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Estimated Tax Payment Review
More than tax preparation. Greater clarity for the year ahead.
Most Comprehensive
Tax IQ Complete
Proactive tax planning throughout the year.
$1,200/Year
Our most comprehensive tax service combines professional tax preparation with advanced tax analysis and year-round planning. Designed for individuals and families seeking to anticipate tax liabilities, uncover savings opportunities, and make informed financial decisions.
What's Included:
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Everything Included in Tax IQ Connect
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Three Annual Tax Projections (June, September, March)
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Roth Conversion Analysis
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Capital Gains Analysis
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RMD & Retirement Tax Analysis
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IRMAA Analysis
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Year-End Tax Planning
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Personalized Tax Planning Recommendations
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Professional Review of Recommendations
Plan ahead, minimize surprises, and make every tax decision count.
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Compare SkyBlue Tax IQ Pricing & Plans
Service
Select
Connect
Complete
Individual 1040 Tax Preparation
$250
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Prior-year tax return review + recommendations
$150
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Tax Savings Opportunity Review
$150
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Tax Return Explanation
$150
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Withholding Review
$150
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Annual Tax Projection
$175
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Roth Conversion Analysis
$200
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✓
$150
Capital Gains Analysis
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✓
RMD / Retirement Tax Analysis
$150
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IRMAA Analysis
$150
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✓
Year-End Tax Planning
$300
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Professional Review
Priced By Complexity
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Designed for Individual Taxpayers
SkyBlue Tax IQ services are primarily designed for individuals and families filing Form 1040. Business tax returns, unusually complex filings, multiple-state filings, amended returns, representation matters, and other specialized tax situations may require additional pricing.