TAX PREPARATION AND PLANNING
INDIVIDUAL TAX RETURNS
$500
W-2 Income and Social Security Income
Interest and Dividends
Standard or Itemized Deductions
1 State Return
Annual Tax Projection
2 Personal Financial Coaching Sessions per year
Unlimited email and phone support for questions throughout the year
$750
Everything in Basic
1 Rental Property
Stock Sales and Retirement Distributions/Conversions
Up to 2 K-1 Reports from P’ships, S-corps, and Trusts
Up to 2 State Returns
Starting at $1,000
Everything in Advanced
2+ Rental Properties
Business/Passthrough Income*
3+ K-1 Reports from P’ships, S-corps, and Trusts
3+ State Returns
Miscellaneous complex filing scenarios (e.g. Specialized State Credits, Gift Tax Returns, Foreign Earned Income Exclusion, Foreign Bank Account Reporting, etc.)
*Includes Schedule C reporting for independent contractors (1099 Income), sole proprietorships and single member LLCs only. All other business entity types require separate business return. See packages below.
AMENDED RETURNS - The pricing for an amended return falls in line with the pricing above. It will be based on the complexity of the originally filed return.
BUSINESS TAX RETURNS*
$800
Gross Revenue: Under $250K
Business Tax Return
Tax Season Support and Advice
Secure Cloud Storage
Unlimited email and phone support for questions throughout the year
$1,200
Gross Revenue: $250K - $1M
Business Tax Return
Tax Season Support and Advice
Secure Cloud Storage
Unlimited email and phone support for questions throughout the year
$1,600
Gross Revenue: $1M - $2M
Business Tax Return
Tax Season Support and Advice
Secure Cloud Storage
Unlimited email and phone support for questions throughout the year
Starting at $2,000
Gross Revenue: $2M - $5M
Business Tax Return
Tax Season Support and Advice
Secure Cloud Storage
Unlimited email and phone support for questions throughout the year
*Gross Revenue is based on the most recently filed tax return. If no previous tax return exists, a projection of the full year Profit and Loss statement for the current year will be used.
ACCOUNTING/BOOKKEEPING - A separate fee will be charged if accounting/bookkeeping is required to compile and categories transactions to properly prepare the tax return.
STATE RETURNS - Pricing includes 1 state return. If additional states are required to be filed, additional fees will be applied.
ESTATE/TRUST RETURNS - Fall under business tax return pricing where the fees are based on income of the estate/trust.
AMENDED RETURNS - The pricing for an amended return falls in line with the pricing above. It will be based on the complexity of the originally filed return.
ADD-ON SERVICE: BUSINESS TAX PLANNING AND SUPPORT**
$800/year
Gross Revenue: Under $250K
Year-round Access to CPA Support and Advice
Quarterly Tax Payment Management
Quarterly and Annual Tax Projection/Planning
$1,500/year
Gross Revenue: $250K - $1M
Year-round Access to CPA Support and Advice
Quarterly Tax Payment Management
Quarterly and Annual Tax Projection/Planning
$2,500/year
Gross Revenue: $1M - $2M
Year-round Access to CPA Support and Advice
Quarterly Tax Payment Management
Quarterly and Annual Tax Projection/Planning
$4,500/year
Gross Revenue: $2M - $5M
Year-round Access to CPA Support and Advice
Quarterly Tax Payment Management
Quarterly and Annual Tax Projection/Planning
I also offer additional services not listed above such as:
Business Entity Consultation and Creation
Annual Business License Renewals
Business Property Tax Return Preparation
PPP Loan Forgiveness Assistance