Pricing & Fees
Updated – January 1st, 2024
The tax service fees listed below are based on standard tax and information returns. We ultimately charge based on the complexity of work involved. Any tax service fees must be agreed to in the engagement letter and advisory proposal, and signed by both parties. Firm price can be given during your initial consultation.
Effective January 1st, 2023 – Upfront retainers need to be deposited before we begin any tax work.
| Description | Base Fees | |
|---|---|---|
| TAX PREPARATION | Price varies depending on scope & complexity | |
| Individual Tax Return | * Initial upfront deposit $500 | Starting at $595 |
| Tax Return for Sole Proprietorship/Rental Property/Trust | * Initial upfront deposit $700 | Starting at $775 |
| Business Tax Return for S Corporation/Partnership | * Initial upfront deposit $1,000 | Starting at $1,275 |
| Business Tax Return for C Corporation | * Initial upfront deposit $1,000 | Starting at $1,275 |
| CONSULTING SERVICES | ||
| Tax Consultation | Per hour | $245 |
| Tax Planning for Businesses and Business Owners | Per hour | $245 |
| Contact IRS on your behalf | Per hour | $245 |
| Financial Statements Analysis/Assistance | Per hour | $245 |
| IRS TAX AUDITS | ||
| IRS Representative for Tax Audit case. | Per hour | $295 |
| Initial Upfront Fees per Case | Price varies depending on scope of complexity | Starting at $5,000 |
| OTHERS | ||
| Business Formation and EIN application (with Initial Annual Report) | $595 | |
| Business Dissolution (Closing accounts with State and EIN with IRS) | $745 | |
| S Corproration Election (Late Election) | $675 ($975 - $1,275) | |
| Power of Attorney for Entity/Married Filing Joint (Single) | Per year | $345 ($275) |
| Preparation of Financial Statements | Per year | Starting at $1,550 |
| Bookkeeping & Payroll Services | Per year | Contact us |