Thank you for expressing your interest in collaborating with us!
We specialize in providing comprehensive tax services tailored to a diverse range of clients, including individuals, businesses, and trusts or estates. Our advanced online client portal enhances our processes and streamlines communication, allowing you to securely upload documents, interact directly with your accountant, electronically sign documents, and make payments—all from the comfort of your home. While we excel at remote service delivery, we value face-to-face meetings and the opportunity to get to know you better. Before we move forward, we’d like to share some important details regarding our service rates and what you can expect from our partnership.
Already reviewed our fees and services below and are ready to get started?
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Individual Tax Preparation |
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Tier |
Minimum Fee |
Typical at this tier may include: |
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Basic |
$700 |
W-2, 1099-R, Social Security income, simple investment income, standard deduction, one state filing |
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Average |
$1,200 |
Multiple W-2’s, multiple 1099-R’s, Social Security income, multiple brokerage statement, a small business or a rental property, itemized deduction, multiple state filings |
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Advanced |
$2,000 |
Multiple W-2’s, multiple 1099-R’s, Social Security income, multiple Brokerage Statement, large business, multiple small businesses or rental properties, crypto currency sales, multiple state filings |
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Business Tax Preparation |
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Tier |
Minimum Fee |
Typical at this tier may include: |
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Basic |
$1,700 |
Well balanced summary or Trial Balance, no bookkeeping clean-up, one state filing, one owner |
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Average |
$2,400 |
Make adjusting journal entries, minimal bookkeeping clean-up, one state filing, Pass Through Entity Tax, one or more owner’s |
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Advanced |
$3,200 |
Make multiple adjusting journal entries, moderate bookkeeping clean-up, multi-state filings, Pass Through Entity Tax, one or more owner’s |
* We will provide a more precise pricing estimate after an initial meeting. During this session, we will discuss your specific circumstances and gather the necessary information from you. This will enable our accountants to assess your situation accurately and offer tailored guidance. *
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Trusts and/or Estates Tax Preparation |
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Return Type: |
Minimum Fee |
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Trust Return |
$2,000 |
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Estate Return |
$2,000 |
* We will provide a more precise pricing estimate after an initial meeting. During this session, we will discuss your specific circumstances and gather the necessary information from you. This will enable our accountants to assess your situation accurately and offer tailored guidance. *
Other Services:
Tax Consultation: Our rate for a tax consultation is $300 for the first hour. Any additional time will be billed at $300 per hour. This is an excellent opportunity to discuss your financial situation, explore strategies, and address any questions you may have.
Comprehensive Business Services: We provide support for sales and use tax compliance, bookkeeping, payroll tax management, property tax listings, and 1099 preparation. Due to the complexity of our comprehensive business services, we will provide a tailored pricing structure that meets your specific business needs.
If our services align with your needs, we invite you to click the link below to get started on our online portal. There, you can fill out an application for our services, and our team will assist you every step of the way. We look forward to partnering with you!
Already reviewed our fees and services above and are ready to get started?