Tax Preparation + Planning Services
No Hidden Fees.
Upon signed engagment a credentialed tax preparer will be assigned to your account to virtually prepare your annual tax return. It is the client's responsibility to provide required documents to our secured portal to prepare an accurate tax return. The client will review, approve, and sign documents all within our secured portal.
Individual Tax Preparation - starting at $200
- Includes prepation of annual federal and state income tax return filings. Every client's tax situation is different, so fees may vary based on the forms required to prepare a complete and accurate return.
- Sample pricing for a typical individual return:
- Form 1040 (individual tax return), two brokerage statements: $200
- Schedule A – itemized deductions: $85
- Other minor forms (capital gains, child care, etc.): $50
- E-file: free
- Reporting compliance around dependents and the Affordable Care Act: $50
- One state return: $50 (additional returns are $100 per state)
- 1 hour virtual tax return review'
- Access to the portal for direct communication with your back-office team.
- Access to Banking product solution for Pay-By Refund Services (Additional Fees Required, Must request this prior to e-filing of return)
Small Business Tax Preparation - starting at $450
- Includes prepation of annual federal and state income tax return filings. Every client's tax situation is different, so fees may vary based on the forms required to prepare a complete and accurate return. This service is for for sole proprietors, partnerships, LLCs, and S-Corps. I’ll also handle your quarterly federal.
- Sample pricing for a typical individual return
- Form 1040 (individual tax return), two brokerage statements: $200
- Schedule A – itemized deductions: $85
- Other minor forms (capital gains, child care, etc.): $50
- E-file: free
- Reporting compliance around dependents and the ACA: $50
- One state return: $50 (additional returns are $100 per state)
- Schedule C (Profit or Loss from Business) and Qualified Business Income deduction calculation: $200
- Form 4562 Depreciation: $30
- Form 8829 Business Use of Home: $30
- Other minor forms (capital gains, estimated tax, Schedule SE, etc.): $75
- 1 hour virtual tax return review
- Access to the portal for direct communication with your back-office team.
- Access to Banking product solution for Pay-By Refund Services (Additional Fees Required, Must request this prior to e-filing of return)
Tax Planning + Preparation - starting at $1,200
- This solution is for those who need tax planning throughout the year as well as tax preparation services. Every client's tax situation is different, so fees may vary based on the forms required to prepare a complete and accurate return. Half is due up front and the balance is due before e-filing.
- What is provided in this service:
- Tax planning services provided in Q3 and Q4
- Analyze whether it make sense for your business to be taxed as a S Corp.
- Review whether you are withholding enough for payroll taxes
- Review deductions to determine if your are maximizing business deductions
- Review expenses to determine opportunities to scale business to save funds
- Charitable contributions
- Estimated tax calculations
- Access to the portal for direct communication with your back-office team.
- Year-end tax-ready financial statements
- 1 hour virtual financial review (monthly)
Additional Services
Schedule E: $85 per rental or passive income activity
Form 1065: Partnership return starts at $700
Form 1120-S: S-Corp return starts at $850
Additional bookkeeping will be charged at $100 per hour.
Standalone tax planning services: $750: (Requires 50% deposit up front and remaining due upon delivery of recommendations.