Lunar Papers Pricing Overview

For most individual returns: up to 15 client documents, 3 K-1s and 2 brokerage accounts. Includes document organizing, a provisional refund or balance-due estimate, the reviewer-ready Excel workbook, open items and client emails, and every reprocess. Your first workbook is free.

Client documents identified, renamed and filed into your folder structure
Provisional refund or balance-due estimate before the return is keyed
Reviewer-ready Excel workbook with live formulas, prior year reproduced and carryforwards rolled
Open items and the client request email drafted; every reprocess included
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For larger individual returns: up to 30 client documents, 10 K-1s and 5 brokerage accounts. Everything in Standard. The tier is measured after the documents are organized, and the firm approves any higher price before the build starts.

Everything in Standard
Up to 30 client documents, 10 K-1s and 5 brokerage accounts
K-1 and brokerage activity summarized with source references
Firm approves the price before the build starts
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For the most complex individual returns: more than 30 client documents, more than 10 K-1s, or more than 5 brokerage accounts. Everything in Complex. The tier is measured after the documents are organized, and the firm approves any higher price before the build starts.

Everything in Complex
No limit on documents, K-1s or brokerage accounts
Duplicates and other people's documents set aside with notes
Firm approves the price before the build starts
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For Form 1120-S, 1065 and 1120. Priced by the size of the return, starting at $99. Built from the prior-year return and the client's books, with the prior year reproduced, book-to-tax reconciled and the open items written. The firm approves any higher price before the build starts.

Forms 1120-S, 1065 and 1120
Prior-year return reproduced and tied out
Book-to-tax reconciliation and Schedule M-1 / M-2 support
Shareholder stock and debt basis roll for S corporations; partner capital roll for partnerships
Open items and the client request email drafted
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Upload the prepared return as a PDF and it is compared against the workpapers line by line. Possible differences are flagged for your firm to evaluate, with guidance on where to look in your tax software. $29 per 1040 comparison ($15 for each re-comparison); $49 per business return ($25 re-comparison).

Prepared return compared to the workpapers line by line
Possible differences flagged for the firm to evaluate
Guidance written for your tax software: CCH, Lacerte, ProConnect, ProSeries, Drake, UltraTax CS and more
Re-comparisons at about half price
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