Bronze (EZ) Personal Income Taxes

45 minutes

While the IRS has removed the 1040-EZ form, we will still continue to offer a discounted return at $105 for:
-Federal Return
-(1) State Return
-Only W2 income.
-No dependents or itemizing.

Personal Income Taxes (Silver)

45 minutes

Price starts at $125

Includes:
-Federal Return
-(1) State tax return
-W2 income
-Dependents
-Itemized deductions
-Daycare credit
-Earned income credit
-HSA.

The forms below will be an additional  $75 each:

-Education Credits
-1099-B (capital gains/investments)
-Estimated Tax Payments
-Energy Credits
-Electric Vehicle Credit
-Sale of Primary Residence
-Adoption Fee
-Additional State Returns
-K1

Rental Property/Landlord (Gold)

1 hour

Price starts at $255

Includes:
-Federal Return
-(1) State tax return
-(1) Rental Property
-W2 income
-Dependents
-Itemized deductions
-Daycare credit
-Earned income credit
-HSA
-Additional Rental will be $75-$115

The forms below will be an additional  $75 each:

-Education Credits
-1099-B (capital gains/investments)
-Estimated Tax Payments
-Energy Credits
-Electric Vehicle Credit
-Sale of Primary Residence
-Adoption Fee
-Additional State Returns
-K1

Self-Employed/Small Business/1099-MISC (Platinum)

1 hour

Price ranges from $275-$525

Includes:
-Federal Return
-(1) State tax return
-(1) Schedule C (self-employed, small business, 1099)
-W2 income
-Dependents
-Itemized deductions
-Daycare credit
-Earned income credit
-HSA.

The forms below will be an additional  $75 each:

-Education Credits
-1099-B (capital gains/investments)
-Estimated Tax Payments
-Energy Credits
-Electric Vehicle Credit
-Sale of Primary Residence
-Adoption Fee
-Additional State Returns
-K1
-Single Member LLC

Extension - Personal

15 minutes @ $20.00

If you do not believe you will be able to file by the deadline, you can file an extension to allow more time to file. However, please be advised that while filing an extension gives you more time to file, it does not give you more time to pay taxes due.

$20 for a personal extension

Married Filing Separate

1 hour

A Married Filing Separate Analysis will cost $125. on top of the cost of preparing both spouses returns.

If you do not need an analysis and are 100% certain that you want to file separately, you must then decide how you would like to file.; community property rules or by claiming 100% separate property.

Community Property MFS is $310 in addition to the cost of the separate returns.

100% Separate Property is only the cost of each return.

1099's Issued

30 minutes

Do you need to issue a 1099 to a contractor or your business landlord? We can help.

New client set up for 1099: $90 plus each form
Current client: $30 plus each form

January 1 - 10th: Each form $10
January 11 - 20th: Each form $30
January 21 - 25th: Each form $50
January 26 - 30th: Each form $75
January 31 and beyond: Each form $100

After January 31st, your form is late and you are subject to a $50 late fee by the IRS.

Payment is DUE BEFORE work is performed.

Extension - Business

15 minutes @ $50.00

If you do not believe you will be able to file by the deadline, you can file an extension to allow more time to file. However, please be advised that while filing an extension gives you more time to file, it does not give you more time to pay taxes due.

$50 for a business extension
$60 for business & personal - please select the "add on" for a personal extension when scheduling.

*If you need an extension for your business, you will likely need an extension for your personal.

Corporate & Partnership Returns

1 hour 30 minutes

Corporate & Partnership Returns start at $525 (with less than $250,000 income) and range to $1250, depending on the complexity of the return.

Estate Tax Return

1 hour

Estate Tax Returns start at $525 and range to $1250, depending on the complexity of the return.

Back Taxes

1 hour

Our office specializes in helping with multiple years of back taxes. Depending on how many years you need filed and the complexity of your returns, it may be completed in one meeting or you may need an additional appointment.

If you do not have all of your tax documents, we can obtain your transcripts from the IRS and FTB. However, this is an additional fee of $65. This service can take up to 2 weeks.

Amended Personal Tax Returns (Standard & Premium)

30 minutes

Amendments are generally not done during your appointment. You will meet with your preparer to advise of your specific situation and pick up your amended returns at a later date. This is because we have to reconstruct the prior return and make corrections, complete amendments and new federal and state returns.

A basic amendment (without Schedule C, Schedule E, etc.) will start at $175.

A premium amendment (with Schedule C, Schedule E, etc.) will start at $275.

IRS Gift Tax

1 hour

Gifts over $15,000 must be reported to the IRS using a gift tax form. Our office prepares these forms for $325.

Personal Strategic Tax Planning with Tracie

50 minutes @ $145.00

Personal Strategic Tax Planning: $145

WE DO NOT PREPARE TAXES DURING THIS MEETING.

This is for future planning purposes only.

This meeting includes, but is not limited to:

1. Future tax questions

2. Retirement Plans

3. Getting Married

4. Getting Divorced

5. Married Filing Separate

6. Buying or selling a Primary or Rental Home

Business Strategic Tax Planning with Tracie

50 minutes @ $185.00

Business Strategic Tax Planning $185

We do not prepare taxes during this meeting as this meeting is for future planning purposes only.

This meeting includes, but is not limited to:

1. Entity Selection/ Structure

2. Future Tax Questions

3. Retirement Plans

4. Questions regarding your current business, reasonable compensation


5. Selling or Buying a Business

6. Discussions about setting up a corporation, reasonable compensation, payroll, bookkeeping, etc. (additional fees may app

IRS Help

1 hour

Amended Returns: $165 - $450

IRS/State Audit Response Letters $125 to $295.

Missed 1095A, Premium Tax Credit for Obama Care $45

$45 Responding to Mortgage Requests for tax return copies

Complicated Tax Resolution $350 to $5500

IRS Audit & Representation

1 hour

If you are audited on a year completed by our office, audit representation starts at $1,500.

If you are audited on a year completed by another office, audit representation starts at $3,000.

IRS Penalty Abatement

30 minutes

First Time Penalty Abatement - $125

Reasonable Cause Abatement - $425

*Payment is due prior to abatement.

Cannabis Business

1 hour 30 minutes

We provide tax preparation services only. We outsource licensing & bookkeeping.
$850 to $2200 for Corporate Returns