Quantity:
1 minutes
This is for purely remote tax preparation for clients who prefer not to come into the office or have a set appointment time.
The appointment time is merely a place holder to get you into our workflow.
To have your taxes prepared remotely, you will create an account through our secure client portal, upload documents, we prepare, upload for your review and e-signature. A follow up phone conference can be scheduled to discuss the return if needed.
THIS IS NOT A SET APPOINTMENT - REMOTE PREPARATION
1 hour
VIRTUAL APPOINTMENT ONLY - ZOOM/PHONE/EMAIL- NO IN OFFICE VISIT
This appointment type is only for those that want to meet virtually and not in office.
For any virtual appointment, you must upload all of your documents to our client portal, 72 hours before your appointment time.
*If your documents are not uploaded 72 hours before your appointment, your appointment will be rescheduled.*
1 hour
Starting at $225
Base price includes the following:
Federal Return
(1) State tax return.
W2 income
Dependents
Daycare credit
Earned income credit
HSA
Education Credits
If you are self-employed/1099/sole prop/SMLLC - this is the right appointment type!
Additional forms will incur additional fees. Please visit our website for a fee list.
1 hour
A Married Filing Separate Analysis will cost $225 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.
1 hour
A Married Filing Separate Analysis will cost $225 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.
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 $225. This service can take up to 2 weeks.
We do not charge a different rate for 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 $225. This service can take up to 2 weeks.
We do not charge a different rate for back taxes.
1 hour
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 $425.
A premium amendment (with Schedule C, Schedule E, etc.) will start at $555.
1 hour
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 $425.
A premium amendment (with Schedule C, Schedule E, etc.) will start at $555.
50 minutes
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$295.00
Personal Strategic Tax Planning: $295
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 Contributions, Retirement Income
3. Getting Married or Divorced
4. Stock sales
5. Married Filing Separate - 100 SP or 50/50 CP
6. Buying or selling a Primary or secondary home
7. Federal and State withholdings
8. Tax Credits - solar, CTC, EV, etc.
50 minutes
@
$295.00
Personal Strategic Tax Planning: $295
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 Contributions, Retirement Income
3. Getting Married or Divorced
4. Stock sales
5. Married Filing Separate - 100 SP or 50/50 CP
6. Buying or selling a Primary or secondary home
7. Federal and State withholdings
8. Tax Credits - solar, CTC, EV, etc.
50 minutes
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$395.00
Business Strategic Tax Planning $395
We do not prepare taxes during this meeting as this meeting is for future planning purposes only.
This meeting includes discussions about:
1. Buying and/or selling a rental property
2. Entity Selection/ Structure
3. Future Tax Questions
4. Retirement Plans
5. Questions regarding your current business, reasonable compensation
6. Selling or Buying a Business
7. Discussions about setting up a corporation, reasonable compensation, payroll, bookkeeping, etc.
50 minutes
@
$395.00
Business Strategic Tax Planning $395
We do not prepare taxes during this meeting as this meeting is for future planning purposes only.
This meeting includes discussions about:
1. Buying and/or selling a rental property
2. Entity Selection/ Structure
3. Future Tax Questions
4. Retirement Plans
5. Questions regarding your current business, reasonable compensation
6. Selling or Buying a Business
7. Discussions about setting up a corporation, reasonable compensation, payroll, bookkeeping, etc.
1 hour 30 minutes
Corporate, Multi-Member LLC & Partnership Returns start at $650 (with less than $250,000 income) and range to $5,000, depending on the complexity of the return.
1 hour 30 minutes
Corporate, Multi-Member LLC & Partnership Returns start at $650 (with less than $250,000 income) and range to $5,000 depending on the complexity of the return.
1 hour
Amended Returns: starting at $425
IRS/State Audit Response Letters starting at $295.
Missed 1095A, Premium Tax Credit for Obama Care $75
$295 Responding to Mortgage Requests for tax return copies
Installment Agreements starting at $295. If a financial statement is needed, starting at $595.
Complicated Tax Resolution starting at $595.
1 hour
Amended Returns: starting at $425
IRS/State Audit Response Letters starting at $295.
Missed 1095A, Premium Tax Credit for Obama Care $75
$295 Responding to Mortgage Requests for tax return copies
Installment Agreements starting at $295. If a financial statement is needed, starting at $595.
Complicated Tax Resolution starting at $595.
1 hour 30 minutes
Trust and/or Estate Tax Returns start at $575 and range to $1,250, depending on the complexity of the return.
1 hour 30 minutes
Trust and/or Estate Tax Returns start at $575 and range to $1,250, depending on the complexity of the return.
50 minutes
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$90.00
This appointment is a consultation regarding your Quickbooks or WaveApps file. We can answer questions regarding how to properly set-up your books, chart of accounts, how to categorize transactions, reconcile your bank and credit cards, generate an income statement/profit and loss, generate a balance sheet, and accurately track revenue and expenses.
This appointment does not include actual bookkeeping services. This appointment is for the "do-it-yourself" bookkeeper.
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.
15 minutes
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$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
