Services & Fees

How our fees work: Unlike many firms, we do not charge by the hour or by the form. We provide upfront pricing, so you will know and agree to our fee before we begin any work or you make any commitment. Once we have all, or at least all, of the material information required to prepare the return or project, we determine our fee based on your unique tax and accounting needs. Fees depend on the time it takes us to prepare, review, and finalize the return or project, based on the complexity of the services needed. We ask for 50% of the fee before beginning any work, and the balance upon providing you with a draft. We DO NOT offer refund anticipation loans.

Hourly Services‎

Attorney Consultation
$500 per hour

Tax Specialist Consultation
$350 per hour

IRS Resolution & Audit Support
$350 per hour

Federal or State Correspondence^*
$250 per hour

*This fee does not apply to current clients for the tax years we were engaged for.

Personal Tax Return Preparation & Filing‎‎

Personal Federal Income Tax Preparation.
Minimum Fee is $350.
1040 return and related statements, including the cost of e-filing*.

Personal Federal Income Tax Preparation with Schedule C or E (Business or Rental).
Minimum Fee is $550.
1040 return and related statements, including the cost of e-filing*.

Personal Federal AMENDED Income Tax Preparation.
Minimum fee is $575.
Amended 1040 return and related statements, including the cost of e-filing (if possible)*.

Personal State Income Tax Preparation.
Minimum fee is $200.
Return and all related forms, including the cost of e-filing*.

Business Tax Return Preparation & Filing‎‎

Business Federal Income Tax Preparation
Minimum fee is $800.
Form 1120s and all related forms, including the cost of e-filing*.
Minimum fee is $950.
Form 1120, Form 1065, and all related forms, including the cost of e-filing*.

Business State Income Tax Preparation.
Minimum fee $500.
Return and all related forms, including the cost of e-filing*.

Tax Exempt Federal Return Preparation.
Minimum Fee $950.
Form 990’s and all related forms, including the cost of e-filing*.

Sales Tax Return Preparation.
$275 per filing.
Per state, per filing.

Annual Federal 1099 Filing Preparation
$275 for filings, up to 5 Contractors.
$10 for each additional contractor.

*Does not include audit support and bookkeeping services.
There are additional fees for maintaining clients’ QuickBooks, importing bank transactions, preparing bank reconciliations, reviewing bank statements, and sorting numerous documents and receipts to prepare the financial statements (Income Statement & Balance Sheet). This is required to prepare complete and accurate tax returns for businesses. This will be separately stated. This is where we can work with you to minimize fees and give you options to make this easier and more affordable.  We provide tax basis bookkeeping services in-house; if needed, we will refer to a qualified bookkeeper.

Bookkeeping Service‎

We maintain books and records in our office, and clients receive detailed reports.

Monthly/Quarterly Bookkeeping Services
Small Businesses start at $500 per month

Quarterly Review and Reconciliation
Small businesses start at $750 per quarter.
The average per quarter is $750 – $2,250

Annual Review and Reconciliation
Small businesses start at $900.
The average per tax year is $1500 – $2,750

New Business Set-Up‎

Filing with the Secretary of State $300
Does not include State Fee

Tax Identification Number filing with the IRS
$150.00 per filing

S-Corporation Election filing with IRS
$150.00 per filing

Preparation and Electronic Filing of Form 1023-EZ Federal application for tax-exempt status*
$850 per filing

Preparation of Form 1023 Federal Application for Tax-Exempt Status
Small Tax-Exempt entities average* $950 – $4,500

*Does Not Include Federal Fee