• For Taxpayers who want an ongoing personalized experience required to file Form 1040…

Included:

✔️Federal return

✔️One state return

✔️Local return

✔️Up to 90 minute additional Client meeting

✔️Unlimited communications

✔️Bi-Annual Tax Planning

Not included:

❌ Foreign tax

❌ Gift tax returns

❌ Additional states? $150 each

• Partnership 1065 Returns

  • $75/hr, not to exceed $2,500

• S-Corp, Form 1120S

  • $75/hr, not to exceed $2,500

• C-Corp, Form 1120

  • $75/hr, not to exceed $3,000

Included:

✔️Federal return

✔️One state return (+$500/state)

✔️K-1s

✔️Unlimited communications

Not included:

❌ PY returns

❌ K2 or K3 Reports (+$150/ Partner/Shareholder)

Add-ons:

+ Foreign tax

+ Gift tax returns

• For Taxpayers who run their out business and required to report activities on Schedule C or Schedule E on Form 1040

Included:

✔️Federal return

✔️1 state return

✔️Local return

✔️Unlimited communications

Not included:

❌ PY returns

❌ PY state

Add-ons:

+ Foreign tax

+ Gift tax returns

+ Additional States? $250 each

• PY Original Return

  • Individual - $350/yr

  • Sch C Business - $500 - $750/yr

  • Business - $1,500 - $3,000/yr

• PY Amended Return:

  • Individual - $350/yr

  • Sch C - $750/yr

  • Business - $2,000/yr

Included:

✔️Federal return

✔️One state return

✔️Local return

✔️Client Meeting(s) & Unlimited communications

✔️Current Year Tax Planning

Not included:

❌ Foreign Tax

❌ Gift Tax

*Per Year. Ask about multi-year discount!

Businesses or Individuals:

• Initial Fee covers 10 hours of work.*

• Client provides scope of project in 1 - 2 hour initial consultation.

*$75 per hour after 10 hours until project completion.