Our services
Pricing:
Individual Return: Start at $300 - We charge $75 for each additional state needed. (Individual return package of $300 includes 1 federal return and 1 state return - We charge per return, not per person, so MFJ/Married Filing Jointly is considered one return, MFS is considered 2 returns if both need their taxes done by us or one if we are only filing the taxes of one spouse).
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 (over 5 investment accounts), complex employee stock options received (if not reported on W2), meeting with financial adviser to decide retirement options, etc.). Clients 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 +-5% to 10% 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 $150.00 per person Or you can file yourself for free here:
https://www.fincen.gov/report-foreign-bank-and-financial-accounts
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. Our business tax preparation does include up to 1 hour of books clean up, so we are happy to review your books and prefer to review them for common bookkeeping errors, we prefer to have full access to them as an accountant user for your QBO, or to have an accountant’s copy of your QBD, or any other type of full access you can give us.
Self-employed: Start at $400 (includes owner's simple attached individual tax return - federal and one state)
Rental Property Owners: $200 per rental property in addition to the individual return preparation fee
Sale of Rental Property Reporting: To report sale of rental property we charge $175 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 $1,000 (includes one free owner's simple individual tax return)
Estate Returns: We only prepare simple 1041 returns. Start at $650.00
Audit representation: FREE to clients for the tax years we prepared their taxes that are being audited.
We charge $150.00 an 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 $250 per hour, whichever is less, see above, that's because we have to recreate the original return in order to amend it.
Monthly Bookkeeping Clients: $75/hour, if you are interested in having us do your bookkeeping monthly please let us know and we can add you to our schedule.
Please note we charge for travel time if we must go to do work on site.
Projections: $250 / hour to run a projection for you if not our current client. Or if the projection requires more than an hour of work in the off season.
We no longer do Non-Profits and Foreign Tax Returns
Please note:
We don't charge for initial consultations (half an 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 reviews 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.
2024 New clients bring a copy of 2023 taxes
Driver’s license & Social Security numbers for ALL taxpayers and Date of Birth
