The prices listed below are estimates based on the expected size of your business and the scope of services. The final price you’ll pay will be listed directly in an Engagement Letter, so you’ll know exactly what to budget for before the work begins.
(Currently only Tax Services are being displayed. Other estimates coming soon. For Accounting, Audit, and Assurance Services, please schedule a meeting with me.)
Prices Range from $1,500 - $3,000
Complex: Multiple Schedule C and Schedule E activities (More than three), complex industries, foreign income and other considerations. (Assumes books are in relatively good order - clean-up work to be billed as a separate services)
Basic Package
Annual Tax Reporting: Includes extensions, includes state returns, and includes estimated tax payment calculations which will be provided with your return. Includes basic "by the way" tax advice. But this will not include dedicated work to prepare and present tax strategies.
Prices Range from $2,250 - $4,500
Complex: Multiple Schedule C and Schedule E activities (More than three), complex industries, foreign income and other considerations. (Assumes books are in relatively good order - clean-up work to be billed as a separate services)
Basic Services Included
Silver Package
Annual Tax Planning: Usually performed during the last two and a half months of the year based off of information in your returns, and selected information that I may request. The goal is to better understand what your last quarterly payment should look like, as well as to identify opportunities to reduce your tax liabilities.
1099 Filing & Planning: Performed during tax planning. January 31st deadline. I ask that you remember to collect W9s from your vendors. If this is something you need help in setting up, I can help with that as well.
Prices Range from $3,000 - $6,000
Complex: Multiple Schedule C and Schedule E activities (More than three), complex industries, foreign income and other considerations. (Assumes books are in relatively good order - clean-up work to be billed as a separate services)
Basic and Silver Services Included
Gold Package
Quarterly Catch-Up: Recommended for Schedule C or Schedule E filers. We'll have a quarterly meeting (30 minutes to three hours, dependent on complexity) to go over mid-year developments. This may be either virtual or in-person depending on your preference.
Sales Tax Preparation: Optional with the Gold Package
No results match your search. Try removing a few filters.
