Fees vary depending on the specifics/scope of your particular situation.
Includes initial needs analysis, question/answer during tax preparation and planning.
This fee assumes that you provide up-to-date, electronic financial statement data.*
This fee assumes that all of your records are current.*
If you have additional tax returns — such as Franchise, Property, or Excise — we’ll provide an estimate.
Fees for handling audits, unfiled taxes, late taxes, and other disputes involving IRS, state, or local jurisdictions are charged hourly. While a fixed estimate is not feasible, we make every effort to get an expeditious resolution.
*Paper records requiring manual data entry will incur an additional hourly fee.
We accept cash and check
Return Preparation: a retainer equal to 75% of the fee estimate is due when we begin your tax return(s). The remaining 25% is due upon completion of the tax return(s) and prior to filing.**
IRS and State-related Services: a $1,250 retainer (8 hours) will be collected when we begin work. It covers initial services such as information-gathering, research, conference calls, and documentation required prior to meeting with the IRS. Time reconciliations and payments (if any) will be established at the end of this period.
**Returns are filed electronically, and a PDF copy is provided to you. A paper printout will incur a small charge.