Pricing Guide

We are often asked how much our services will cost. Since the time, effort and even the cost for us to delivery our services vary greatly, we can only provide estimates. In the case of a tax return, we can provide the best estimate by reviewing a prior year tax return. Of course, the complexity of your tax return may vary from one year to the next.  In general, we charge based on allocated cost of resources.

2023 Starting Rates

Type of work                                                                                Starting Rate

Individual Tax Preparation                                                               $400

Business Tax Preparation                                                                 $900

Tax Planning                                                                         $275/hr or $3000 fixed

Audit Representation                                                                       Based

Bookkeeping Review / Troubleshooting                                        $250

Personal Financial Planning

We offer both hourly and set fee financial planning. Our hourly rate is $275 per hour with a 3-hour minimum. We also offer comprehensive planning for a fixed fee based on the complexity of your situation with fees starting as low as $3,000.

Tax Planning

We offer current year and multi-year tax planning.  For a current year projection, we generally take about 3-hours which we offer at a at our hourly rate of $275 per hour. We can often run one or two alternative scenarios to highlight savings opportunities. We will also advice you on the need to making quarterly estimated tax payments.

Individual Tax Preparation

Our minimum fee for individual, also known as your personal taxes, income tax preparation is $400. The fee is dependent on the complexity of the tax return

Example: Married couple living with dependent children, with wage income from two employers & interest income, they itemize their deductions since they own their home with a mortgage, pay property taxes & make charitable contributions made in cash. Fee is approximately $400.

Example: Married couple living with two dependent children, with wage income from two employers & interest income, they itemize their deductions since they own their home with a mortgage, pay property taxes & make charitable contributions made in cash. The taxpayers have their children in childcare and take the child and dependent care credit. They also had investment income or sold some stock $700.

Business Income Tax Returns

Business tax returns vary considerably depending on the type of business, form of business structure, quality of record keeping, number and complexity assets involved, number of owners / partners, and the number of state filings required. In general, the MINIMUM fee for a sole proprietor is $500, investment rental property is $175 for the first property, and $100 for additional properties, Limited Liability Company (LLC) with a single owner filing as a disregarded entity (state filing only) is $250, a partnership or corporation is $900 for federal tax return.

Example: S-Corp operating in California with single owner-employee who provides well maintained books and records in QuickBooks Online and provide accountant access. Fee is approximately $950.

 What are examples of when my tax preparation fee may be higher?

• If you have a balance due and need a detailed explanation or to make payment arrangements

• Unorganized records or providing raw data needing instead of summarized information

• Additional deductions or credits

• More than a couple of W-2’s, 1099’s, stock trades

• Tax planning

• Issues requiring tax research

• In general, if an additional form or worksheet is required, because it takes us more time.