Services & Pricing

Essential:

Tax Return Preparation:

• Includes:

  • Tax Preparation & Review

  • Safeharbor quarterly estimates for the upcoming year

  • E-filing

  • Client Portal Delivery

• Individual Returns: estimated median price $1,500 billed annually

• Business Returns (S-corps, Partnerships, and C-corps): estimated median price $2,200 billed annually

• Trust & Gift Tax Returns: estimated median price $1,400 billed annually

• Estate Tax Returns: Consultation required

Tax Planning:

• Yearend tax projection to determine if any necessary revisions are needed for Q4 estimates.

• Annual Tax Planning Meeting in November-December to discuss tax projection, changes in business activity, and upcoming tax balances due.

• Price range: $600-1500 billed annually

Advisory & Consulting Services:

Everything in this category will be billed hourly at $280/hr:

• Residency Planning to determine difference in tax liability depending on where you live

• Review of ESPP, RSU, and ESOP activity and associated tax planning

• IRS and state audit representation for years under engagement

• IRS and state notice response and resolution

• Bookkeeper cleanup

• Sales apportionment tracking

• S-corp election detailed value analysis

• Tax credit research and implementation

• Consulting related to the following:

  • Sale of a business

  • Installment sales

  • 1031 Exchanges

  • Cashflow planning

  • Financial statement analysis

  • Cost segregation study implementation & filing of Form 3115