Packaged Service Pricing
Individual Tax Package
Starting at $4,000
Billed annually
Includes the following:
Fed and State Tax Return Filing
Quarterly Estimate Calculations
Unlimited Advising
Review of Tax Notices and Advice on Next Steps
Monitoring the Status of Account in IRS Systems
Partnership and S Corporation Tax Package
Starting at $6,000
Billed annually
Includes the following:
Fed and State Tax Return Filing
Limited Review of Financial Statements
Unlimited Advising
Review of Tax Notices and Advice on Next Steps
Individually Priced Services
Individual Tax Return Preparation
$500 minimum
Actual price based on complexity
Includes the Following:
Fed and State Tax Return Filing
Review for Additional Deductions and Credits
User-Friendly Portal with Tax Organizer
Limited Advising before Additional Costs
Virtual Meeting to Review Tax Return
Partnership and S Corporation Tax Preparation
$800 minimum
Actual price based on complexity
Includes the Following:
Fed and State Tax Return Filing
Review for Additional Deductions and Credits
User-Friendly Portal with Tax Organizer
Limited Advising before Additional Costs
Virtual Meeting to Review Tax Return
Non-Profit, Estate, and Trust Tax Preparation
$1,000 minimum
Actual price based on complexity
Includes the Following:
Fed and State Tax Return Filing
Limited Advising before Additional Costs
User-Friendly, Secure Portal
Virtual Meeting to Review Tax Return
Quarterly Estimated Income Tax Calculation
$200 minimum per quarter
Actual price based on complexity
Includes the Following:
Calculation of Estimated Tax Based on Available Information
Virtual Meeting to Review Estimate
Initial Beneficial Ownership Information Report Filing
$400
Billed upon engagement
Includes the Following:
Questionnaire in Portal to Gather Needed Information
Filing Report with the Financial Crimes Enforcement Network
Copy of Report for Your Files
Follow Us
Business Hours
Monday - Friday
Appointments only
10:00am – 06:00 pm
Saturday - Sunday
Closed