What are your tax preparation fees?

Individual tax returns start at $500, and business returns start at $650. Final pricing depends on complexity, number of schedules, and specific requirements identified during the initial review process.

Do you offer bookkeeping services?

Yes, we offer professional bookkeeping and record cleanup services. These are priced separately from tax preparation based on transaction volume, complexity, and the historical period requiring attention.

How do I get started?

Submit your information through our contact form for an initial review. We'll assess your situation and provide a scope and pricing proposal within 2-3 business days. Services begin after engagement agreement acceptance and payment of the engagement fee.

Transparent Pricing

Professional service priced based on complexity and scope. All fees are determined after initial review.

How Pricing Works

• All pricing is determined after initial review of your situation
• A non-refundable engagement fee is required to begin work
• The engagement fee is applied to your final invoice
• Pricing increases with complexity, record condition, and scope

Individual Returns

$450starting

For standard individual tax returns with straightforward situations

Federal and state filing
W-2 and standard deductions
E-file included
Client Portal access

Price increases for: Multiple states, investment income, rental properties, self-employment, and other complexities

MOST COMMON

Self-Employed Returns (Priced Higher)

Higher

For self-employed individuals with Schedule C and business deductions

Schedule C preparation
Business expense review
Self-employment tax calculation
Multi-state if applicable

Pricing determined by: Income volume, expense categories, record organization, and additional complexities

Business Returns

$850starting

For partnerships, S-Corps, and LLCs. C-Corps start higher.

Form 1065 or 1120-S
K-1 preparation
Balance sheet reconciliation
Multi-state returns if needed

C-Corporation returns: Start higher than pass-through entities due to increased complexity and compliance requirements

Listed prices reflect starting points. Final pricing is determined after review based on complexity, record condition, and scope.

More Services

Additional Services

Bookkeeping & Cleanup

Priced independently based on transaction volume, complexity, and historical period requiring cleanup.

• Monthly bookkeeping services
• Historical record cleanup
• Bank reconciliation
• Financial statement preparation

Separate engagement from tax preparation

Tax Resolution

Scoped and priced after review based on the specific situation and required resolution strategy.

• IRS audit representation
• Notice response and resolution
• Payment arrangements
• Compliance restoration

Pricing determined after initial review

Tax Planning & Advisory

Strategic tax planning and business advisory as separate paid engagements.

• Year-round tax planning
• Entity structure advisory
• Estimated tax calculations
• Multi-year projections

Not included in tax preparation fees

Compliance Services

Essential maintenance to keep your business in good standing with state and federal authorities.

• Registered Agent ($149/yr)
• Annual Report Filing ($199/yr)
• BOI Report Filing ($150)
• Certificates of Good Standing

Billed annually or as one-time filings

Engagement Fee

A non-refundable engagement fee is required to begin all work. Work does not begin until the engagement fee is paid and the engagement agreement is accepted.

• Required to begin engagement
• Applied to final invoice
• Secures your position
• Non-refundable once work begins

Amount determined during initial review

Pricing Factors

What Affects Pricing

Several factors influence the final cost of services

Complexity Factors

• Number of income sources
• Multiple states involved
• Investment and rental activity
• Business entity structure

Record Condition

• Organization of documents
• Completeness of records
• Prior year issues
• Accounting system status

Submit for Review

Submit your information for initial review and pricing based on your specific situation.

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