Fee Structure
I take pride in being transparent and having a simple fee structure. Most business services and tax preparation fees will fit into the fees described below.
Individual Tax Prep
My starting fee is $600 for standalone 1040 individual tax returns (most are $600 to $800).
Super simple returns are $500 and Working children and students' returns add $200 each.
Includes: States, e-filing, lite consultation throughout year
Add Rentals and/or Sole Proprietor Schedule C or F(arm), Gift Returns
Add $200 for each 2 Rentals, each Schedule C, Schedule F, or Gift Return, additional states extra. Proper revenue tracking and, more importantly, the associated expenses are essential If I need to construct a P&L from a list of expenses, add $200.
S-Corp and Partnership Returns 1120S and 1065
Trusts, and Estates
For these tax returns, my fee starts at $1,200. Your fee depends largely on the quality of your accounting records, how organized you are, the accuracy of your balance sheet, including how much clean up is required
Tax Planning
My starting fee is $500 for basic tax projection (W2, investment, retirementSchedule A) once around the beginning of October and again the first week of December. Tax Projection Services, Estimated Tax Payments, One Household
Add $250 for changes to your tax situation during the year, a new job, Starting a business, asset sales, and other technicalities are additional.
Notices and Amendments and Problems, oh My!
My hourly rate for assistance with tax issues is $250
Business Formation and S-Election
I can create an LLC or partnership for $600 plus State filing/Registration fee, Includes Articles, EIN. I can also file your S-Corp Election ($450)