Quantity:
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 OTHER TAX FORMS OR DEPENDENTS
1 hour
VIRTUAL APPOINTMENT ONLY - NO IN OFFICE VISIT
For any virtual appointment, you must upload your documents to our client portal, Taxaroo, 72 hours before your appointment time. You will either meet with your preparer via phone or video chat.
*If your documents are not uploaded 72 hours before your appointment, we will be unable to complete your appointment during the selected time.*
1 hour 30 minutes
@
$225.00
Special consultation regarding credits, tax breaks, loans, etc related to the Cares Act.
15 minutes
1 hour
Starting at $145
Base price includes the following:
Federal Return
(1) State tax return.
W2 income
Dependents
Daycare credit
Earned income credit
HSA
Education Credits
Additional forms will incur additional fees. Please visit our website for a fee list.
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.
1 hour 30 minutes
Corporate & Partnership Returns start at $525 (with less than $250,000 income) and range to $2550, depending on the complexity of the return.
1 hour 30 minutes
Trust and/or Estate Tax Returns start at $525 and range to $1250, depending on the complexity of the 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 $165. This service can take up to 2 weeks.
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 $175.
A premium amendment (with Schedule C, Schedule E, etc.) will start at $275.
50 minutes
@
$185.00
Personal Strategic Tax Planning: $185
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
50 minutes
@
$225.00
Business Strategic Tax Planning $225
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
1 hour
Amended Returns: $275 - $575
IRS/State Audit Response Letters $225 to $495.
Missed 1095A, Premium Tax Credit for Obama Care $45
$45 Responding to Mortgage Requests for tax return copies
Complicated Tax Resolution $350 to $5500
