Pricing Plan

Individual tax return

Open Communication with a dedicated CPA

Tax Organizer questionnaire

Preparation of individual estimates for federal taxes and state(s), if required

Digital, or in person meeting with individual tax preparation

No additional charge for sending copies of your returns to third parties

Respond to questions within 72 hours

Bronze Plan +

Respond to questions within 24 hours

Tax planning meeting

Income tax projection for following year

No charge for response to tax notices for tax returns which we have prepared

No additional charge for paper copies of your return or extension preparation

Silver Plan +

Up to 2 additional tax planning meetings per year

Review of estate and insurance documents, if requested

No additional charge for representation for IRS or State Audits that occur during the current contact year for tax returns which we have prepared

Partnerships/ S-Corp/ C-Corp Tax Return: $2,500

990 Preparation: $2,500

Trust/ Estate Income Tax Return: $1,000

Estate Tax Return: $5,000

Gift Tax Return: $1,000

Foreign Asset/ Bank Reporting: $1,000

1099 Preparation: $250

401k Census Preparation: $500

State Annual Report Preparation: $500

W-2 Preparation: $250

Worker’s Comp Audit Preparation: $250

Corporate Transparency Act - Beneficial Ownership Reporting: $500