Our services

Tax Preparation

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.

Tax Services

 

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.

Pricing:

 

Individual Return: Start at $300 - We charge $50 for each additional state needed. (Includes federal return and 1 state return)

 

Dependent's Return: Start at $75 - We charge $25 for each additional state needed. (includes federal return and 1 state return)

 

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 $450 (includes owner's simple attached individual tax return)

 

Rental Property Owners: $150 per rental property in addition to the individual return preparation fee

 

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, see above, that's because we have to recreate the original return in order to amend it.

 

Bookkeeping: $125 / hour

 

Projections: $150 / hour to run a projection for you. 

 

We no longer do Trust/Estates, Non-Profits and Foreign Tax Returns

 

Please note:

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.

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

 

Have you filed your Tax Reurn yet?