Individual Tax Preparation

• Student Taxes
  Starting At: $250
  For simple student returns.

• Simple Taxes
• starting at: $450

• Simple PLUS
  Starting at: $500+
  For individuals with more forms/credits than a basic return.

• Simple PLUS Family Package
  Starting at: $650+
  Pricing dependent on complexity of dependents, credits, and deductions.

Corporate Tax Preparation

• Corporate Taxes – Simple
  Starting at: $1000
  For Single Member LLCs.

• Corporate Taxes – Simple PLUS
  Starting at: $1,200+
  For LLCs with additional schedules and complexities.

• LLC to S-Corp Tax Election
  Fee: 5% of tax savings
  Maximize your savings by making the switch when it’s right for you.

Strategic Planning Services

 

• Retirement Planning
  Starting at: $2,000
  Consultations: $100/hour thereafter

• Trust Planning
  Starting at: $2,500
  Consultations: $100/hour thereafter

• Yearly Tax Planning
  Starting at: $2,000/month – $100,000-$399,000; $5000/month -$400,000+
  Stay ahead year-round with proactive planning.

Fractional CFO Services

 

• Fractional CEO Support
  Fee: 5% of corporate profit
  Bookkeeping: $100/hour (minimum 10 hours/month)
  Includes all financial oversight of the corporation.

• Corporate Tax Preparation (as part of package)
  Starting at: $2,000 during tax season