top of page
Original on Transparent.png

FEE SCHEDULE

I provide a variety of tax and other financial services for clients. Some are quite predictable in terms of time and cost, while others are complex or require an indeterminable amount of time. What I will deliver with every project is trust, transparency, competence and timely service. As part of that delivery, I have outlined my fee schedule below. Keep in mind that there are variables which can alter the final cost, but the list below is designed to represent the typical price for the service delivered. Sometimes, the billed fee will actually be lower, and in some cases it will go higher. I will always make every attempt to inform you in advance if something will cost more than the published price. I look forward to continuing to earn your trust and your business.

TAX RETURN PREPARATION

TAX PLANNING

All individual and business returns completed will include review of the completed return with the client, answering any questions that arise after the fact including responses to tax authority letters, proactive tax considerations, and secure cloud storage of the source documents and tax returns for at least four years beyond the filing date of the return.

Tax Planning is a service to help clients better understand their current and future tax situation. It is forward looking rather than backward accounting like the return prep process. I work on tax planning from May through December. 

Individual Tax Returns

Form 1040 w/ 1 state                            250.00

Form 1040 w/ 2 states                          290.00

Form 1040 w/ Sch C business              450.00   

Form 1040 w/ Sch E rentals                  400.00

Amended Tax Returns                          275.00

​

Form 1041 Fiduciary                             500.00

Form 706 Estate                                    750.00

​

Business Entity Tax Returns

Form 1065 Single Member                  500.00

Form 1065 Partnership                         650.00

Form 1120S Corporation                     750.00

​

Additional Charges:

Quarterly Estimated Tax        yearly     200.00        

Additional States                      each      75.00

Extensive Sch D entries            from      50.00+

More than 3 rentals on Sch E   from      75.00+ 

Compiling Sch C business records from  400.00+ 

Basic Projection                                 175.00

Strategic Tax Planning 1-2 Issues     275.00

Complex Tax Planning                      500.00+

Basic Projection of current year tax liability – adjust income items, project withholding and present projected outcome to help with adjusting W2, 1099R withholding, or estimated payments.

Strategic Tax Plan – Tax strategies involve taking specific steps to induce a particular tax outcome, such as deferring or advancing income, ROTH conversions, using Qualified Charitable Deduction, Pass Through Entity tax payments, Gain/Loss Harvesting, implementing qualified plans, and adding family members to payroll, among others.

Complex Scenario Analysis – Complex scenario analysis may combine illustrating multiple options of impact, significant one-time events (sale of property or business, large winnings or inheritance, etc.), and potentially multi-year or multiple tax rates, to help clients optimize their tax liability over the long term.

​

​

New Entity Setup                                825.00

Accounting System Setup       from  1,375.00+

Annual Report Filing                            175.00

Annual 1099 Filings                              275.00+

Sales Tax Filing                              ea    150.00

Payroll Setup                             from    875.00+

Records compilation                            150.00/hr 

Trial Balance/GL Entries                       275.00/hr 

Prepare Financial Statements              275.00/hr 

BUSINESS SERVICES

RETIREMENT PLANNING

Baseline Retirement Analysis                       2,600.00

Comprehensive Retirement Plan                 5,400.00

Annual Review Meetings (1-3 mtgs)            1,200.00

Investment Monitoring                                 2,500.00

Limited Engagement Project (hourly)            275.00

bottom of page