Individual Returns:                             

Base fee:

$550 for Individuals, $45 Surcharge for Married Filing Joint

The base fee includes form 1040, two (2) forms, schedules, or supporting statements, and one (1) state form. Additional documents, schedules, supporting statements, or state forms will be billed at $30 to $45 for more complex forms. Be assured that all forms filed are either required by the taxing authorities or will lower your tax liability by double its cost or more.

Corporate & Partnership Returns:

Federal Return                                 $975 Base Fee                                                                                                              State and Local returns                  $150 Base Fee 

The complexity of the return will determine additional fees. You will be notified of additional costs that may apply before any work is done.

Please note that all appointments will be conducted via Zoom or Phone. Please ensure that your completed Organizer and tax documentation are uploaded to our secure portal 48 business hours before your appointment.

Other Services

Consultations:

$195 per half hour during the off season.

NOTE: Consultations are unavailable during Peak Tax Season (February 15th through April 16th.) If you cannot schedule outside of the peak season, the consultation fee will be $400 per 1/2 hour and payable upon scheduling your appointment. 

PLEASE CALL OUR OFFICE TO SCHEDULE CONSULTATIONS DURING PEAK SEASON)

Bookkeeping Service:

We offer different packages. Please get in touch with our office for pricing options.

Incorporating:

$675 this includes federal and state S-Corp elections and obtaining Employer Identification Number (EIN)

Department of State filing fees are omitted as they may vary depending on State

1099’s/1096:

$250 for the first ten (10) forms. Additional forms are billed at $10 each.

Audit Representation:

$850 minimum per year audited (Includes consultation fee if engaged and the first four (2) hours per year. Additional fees may apply depending on the complexity of the examination.

Tax Problem Resolution:

Installment Agreements, Liens, Levys, OICs, etc. Please call our office to schedule a consultation.

We also offer assistance with multiple-year return filings, amended returns, prior-year return reviews, payroll, employer workers comp audits, and employer unemployment issues. Please get in touch with our office for consultation and pricing.

Prices are subject to change without prior notice.