Transparent Pricing

TAX PREPARATION

$300-$800

Our tax preparation starts at a base rate with many items included. See below for add-ons and corresponding rates.

Included:

• W2 Wages

• Schedule C (Basic)

• Up to 4 Brokerage Accounts

• Sale of Primary Residence

• Basic Entry Documents - 1099-R/INT/DIV/SSA/NEC/MISC

• Common Deductions, Credits

• Single Family Rental (Basic) 

• K-1 Minimal Activity

 

Add-Ons:

• Schedule Cs - Complex, High Activity $100-$500, each

• Additional States - $50 (NY, OH, CA, PA, NJ, OR - $80)

• Complex Brokerage Accounts - $100-$250 (ESOP, Wash Sales, Oil/Gas, Day Trading)

• Sale of Primary Residence (Complex) $100+

• Child Returns - 24 and Under ($150-$400 - assumes no inheritence, K-1s, or other complex situations)

• Crypto - $200+

 

Real Estate

• Short Term Rentals, 
• 1031 Exchange, Apartments, Other Assets - Requires Conversation
• Duplex/Triplex/4plex - Setup Fee ($100-$150), Return Fee $80

 

K-1s

• Moderate Activity - $25-$50
• High Activity - $100+
• Other Activities - Sales, Final, etc - Requires Conversation

 

Other

• Divorce - if filing/filed rates will generally be a single base fee
• Foreign Investments - Foreign income/holdings - Requires Conversation

 

Most of our engagements are on the low end of our price ranges. Ranges are included for transparency.

 

 

Tax Planning

$125+

We offer proactive tax planning for individuals by identifying opportunities to reduce taxes and improve long-term financial outcomes. Our services include a detailed prior-year tax return, as well as forward-looking planning to optimize income, deductions, and credits for the current and future years. The goal is to minimize tax liability while aligning with your broader financial and estate planning strategy.

 

Previous Year Tax Review $125

15-30 Minute Call

60-90 Minute Return + Document Review

 

We meet and discuss your tax situation and any questions or concerns with your return(s). We perform an analysis and share our findings with you. We address any additional concerns and help plan next steps.

 

Review + Planning $150+ (Quoted)

15-30 Minute Call

2-3 hour Return, Document Review and Planning Analysis

 

We meet and discuss your tax sitation and any concerns with your return(s). From there we address possible scenarios (2-3) and perform basic tax planning which includes projected household income and tax liability, potential impact(s) of family or financial decisions.

Tax resolution

$150+

Engagements begin at $150 for simple notice responses (CP2000, balance due, audit letters, etc.) and can exceed $1000 depending on complexity and the time spent working with the IRS and state agencies.

 

Process Overview:

 

Initial Consultation (Most Common) - 15 minutes ($25)

• Review Situation
• Identify Urgency
• Engagement Quote

 

Engagement Letter and Authorization

• Collect Retainer (see quote)

• File form 2828 (Power of Attorney)

 

Investigation Phase

• Pull IRS Transcripts
• Review Notices
• Identify Engagement Details (Missing return, balances owed, penalties, risk)

 

Strategy Development

• File returns

• Dispute Notice

• Payment Plans (Offer in Compromise, Currently Not Collectible)

 

Execution

• Communicate with IRS/Agencies
• Prepare Documents
• Submit Applications or Responses

 

Follow-Up and Resolution

• Monitor IRS Response
• Handle Additional Requests
• Confirm Resolution