Fees

We want to be upfront and transparent on our fees! Most tax and business services will fall into these price ranges (unless you bring us a trash bag full of receipts to add up for you – which we won’t!). Our fees are an attempt to correspond with the expected time spent. We aren’t going to nickel-and-dime you by billing every 7.5 minutes we spend on a call or email to you, but if your records are shaky and we have to spend a lot of additional time chasing down your income or expenses, that will need to be taken into consideration.

Individual Tax Returns 1040

professional tax cpa working on taxes

For individual 1040s filing married or joint, with one state and one city return, our fee starts at $750. For children or students of clients, the additional fee for kid’s returns is $200. For returning clients we try to keep the fee as low as possible, but as the cost of living has been soaring the last few years, and the price of everything else has gone up, our fees need to increase to pay our wonderful staff accordingly.

Some items that may increase preparation time include:

  • Multiple state / city returns
  • Complex K1 investments
  • Schedule C self employment
  • Auto expense and home office
  • Stock trading
  • Crypto trading
  • 1031 exchanges
  • Foreign tax filings

Corporate & Partnership Returns

Professional CPAs reviewing business taxes

More than half our clients are business owners, and we provide consultation, deduction optimization and tax return preparation. Our starting fee is $1,500 for partnership or LLC, and corporate tax returns depending on the quality of your accounting records (most are $1,500 to $1,800) but larger or more complex business returns are prices commensurately.

Our Pricing

A La Carte Tax Advisor Plan Business Tax Advisor Plan Business Gold Plan
Indivual 1040 - Streamline (non-complicated) $500
Individual Tax Return Prep (Form 1040, joint filing) $800+ Yes Yes
Business Entity Tax Return Prep (Form 1065, 1120, 1120S) $1,500+ Yes Yes
Tax Planning, Tax Projection Worksheets $350 + Yes Yes Yes
Estimated Tax Payments Calcs Included Yes Yes Yes
IRS Audit Defense NA Yes Yes Yes
Tax Planning Checkups (3 per year) $250 to $500 Unlimited Unlimited Unlimited
Annual $1,500 $2,100 $3,200
Monthly $125 $175 $265
A la Carte* Bronze Silver Gold
2023 Tax Planning
Streamlined Tax Planning, Tax Projection Worksheets $350 to $500
Sched E / 8825 Rental Properties $80 each
Annual Tax Reduction, Shifting and Deferral Analysis $350 to $500
Small Business Tax Deductions Optimization Included
Section 199A QBI Deduction Tax and Salary Optimization $300
Estimated Income Taxes (via increased payroll withholdings) Included
Business Entity Tax Return (Form 1065, 1120, 1120S) $1,500 starting
Individual Tax Return (Form 1040, joint filing), One Owner $700 starting Add-On Add-On Add-On
Expat / Foreign Income Calcs (Form 2555, FBAR, Form 8938) $300 to $500 As Req'd As Req'd As Req'd
Tax Resolution, Audit Defense Varies Add-On Add-On
Payroll and Accounting Services $250 to $1,000
Reasonable Shareholder Salary Calculation $500
Monthly Shareholder Payroll Processing (includes spouse, kids extra) $1,200 Add-On Add-On Add-On
Annual Payroll Processing (W-2s, other filings, up to ten 1099s) Included Add-On Add-On Add-On
Accounting Services Varies Add-On
Business Advisory Services Annually Routine Routine
Business Consultation, Periodic Business Reviews $250 to $1,000 Routine Routine Routine
Consultations with Lenders, Attorneys, Financial Planners $750
Financial Analysis Add-On Add-On Routine
Fractional Controller (monitoring 3rd party bookkeeping) Varies
Quarterly Financial Statements Analysis, Comparisons $1,200+
Annual Cash Flow Management and Analysis $1,500 to $2,500
Annual Budgeting, Forecasting, Goal Setting $750 to $1,000
Annual First Research Reports, Industry-Focused Consulting $350 to $600
C-Level Financial Advice, Strategic Planning (Fractional CFO) Varies Routine
Succession Planning, Ownership Changes Consultation $750 to $1,000
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