Fees - Tax Preparation

Individual Tax Preparation - ($800 - $1,500)

- $800 is the baseline fee for an individual tax return

- Includes Schedule C and Schedule E schedules

- Introductory Call

- E-sign and E-file

- Tax Planning

- Estimates

- State Filings

- FBAR

Individual Tax Preparation - Complex ($1,500+)

- Multiple businesses / properties

- Tax Planning

- Retirement planning

- Gift Tax Returns

- Foreign Entity Preparation

- Foreign Entity Consultation at Setup

Business Tax Preparation ($1,000 - $1,500)

- Includes small business preparation with one State Filing

- Partnerships or S-Corporations

- State Tax Payments (Direct Debit / Direct Deposit)

Business Tax Preparation - Complex ($1,500+)

- Bookkeeping

- Multiple partners

- Multiple State Filings

- Financial Statement Analysis

Fees - Tax Consultations