Choose your plan

Compliance

$350.00

  • Base Service Includes:

    • Form 1040 Tax Return Preparation (see add-ons for business and rental income)

    • Digital Document Storage

  • Additional Details:

    • Document upload must be completed via the client portal.

    • Extensions will not be filed under this service level.

  • See add-ons below for additional services

Collaboration

$725.00

  • Base Service Includes:

    • Form 1040 Tax Return Preparation with Business or Rental Income

    • Digital Document Storage

    • Tax Return Review (via phone or video)

    • Year-Round Access for "Quick Questions”

    • IRS Notice Assistance

  • Additional Details:

    • Document upload must be completed via the client portal.

    • Clients have the choice to request an extension.

Concierge

$2,000.00

  • Base Service Includes:

    • Form 1040, 1120, 1120-S Tax Return Preparation with Business or Rental Income

    • Digital Document Storage

    • Mid-Year & Fall Tax Projections

    • Annual Tax Planning Meeting

    • Year-Round Access for Frequent Questions

    • IRS Notice Assistance

    • Collaboration with Financial Professionals

    • Document Pickup & Drop-Off Services

  • Additional Details:

    • Clients have the choice to request an extension.

    • Includes a paper copy of the tax return.

Add-Ons

  • Self-Employment / Rental Add-On ($275)

    • Includes the additional work required for preparing returns with Schedule C (self-employment income), Schedule E (rental income), Schedule F (farm income).

  • Coordinated Care ($300) {or Collaboration clients only}

    • Includes collaboration with financial professionals, such as wealth advisors, to align tax strategy with your broader financial plan.

  • Paper Document Pickup & Drop-Off ($100) (for Collaboration clients only)

    • Adds the convenience of having documents physically picked up and returned after tax preparation.

Important Notes About Fees

Fee Schedule:
Our fee schedule is designed to cover the needs of most taxpayers with standard or moderately complex tax situations. However, additional fees may apply if unusually complex circumstances arise, such as extensive tax research, multi-state filings, foreign asset reporting, or other intricate tax matters.

Accounting Work:
If excessive accounting work, such as extensive bookkeeping, transaction cleanup, or reconstruction of financial records, is required to complete your tax return, additional fees may apply. In such cases, I will communicate any anticipated charges before proceeding.