According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Individual Return: Start at $200 - We charge $75 for each additional state needed. (Individual return package of $200 includes 1 federal return and 1 state return - We charge per return, not per person, so MFJ is considered one return, MFS is considered 2 returns).
Please note, we reserve the right to increase the rate above depending on the complexity of the tax return up to $100 (Examples: High number of investment accounts and stock sales to enter, complex employee stock options received, meeting with financial adviser to decide retirement options, etc). Client will be notified before completion to decide if they want us to continue the work. We make sure to be as upfront as possible about all our charges.
We also reserve the right to increase existing clients +-3% to 5% per year to cover for inflation, staff raises, overhead, tax software increases, etc.
Dependent's Return: Start at $75 - We charge $25 for each additional state needed. (includes federal return and 1 state return)
FIN 114: If you want us to file for you, we charge $50.00 per person
Business tax returns:
Please note, rates below for business tax returns do NOT include bookkeeping. It includes the preparation of the tax forms and associated schedules. If you need us to turn your bank statements and receipts into financials, we charge $125/hour for bookkeeping.
Self-employed: Start at $350 (includes owner's simple attached individual tax return)
Rental Property Owners: $150 per rental property in addition to the individual return preparation fee
Sale of Rental Property Reporting: To report sale fo rental property we charge $125 per property
Partnership: Start at $950 (includes free owner's simple individual return)
S-Corp: Start at $950 (includes free owner's simple individual tax return)
C-Corp: Start at $1,100 (includes one free owner's simple individual tax return)
Audit representation: FREE to clients for the tax years we prepared their taxes that are being audited. We charge $150.00 hour for audit representation, replies, and consulting for tax years we did not prepare the tax return.
Amended returns: We charge the normal rate for the return type or $150 per hour, whichever is less, see above, that's because we have to recreate the original return in order to amend it.
Bookkeeping: $75-$125 / hour depends on complexity. Please note we charge for travel time if we have to go to do work on site.
Projections: $150 / hour to run a projection for you.
We no longer do Trust/Estates, Non-Profits and Foreign Tax Returns
We don't charge for initial consultations (half hour for individuals and up to 1 hour for businesses), feel free to make an appt to get an estimate or to see if we are a good fit for each other!
We do not offer free advice to people self preparing their tax returns, we also don't offer free review after tax season of self prepared returns unless you are looking to hire a tax professional.
We are happy to review new clients' prior year returns as part of our normal tax return preparation process only.
2021 New clients bring a copy of 2019 & 2020 taxes
Driver’s license & Social Security numbers for ALL taxpayers