Individual Tax - Moderate - Gold Package

$3,000.00

Prices Range from $1,000 - $3,000

Moderate: Schedule C (Business Income), Schedule E (Rental Income), Multiple K-1s and/or Substantial Brokerage or Retirement Account Activity. Multiple States. (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 for the Gold Package.

Prices Range from $1,000 - $3,000

Moderate: Schedule C (Business Income), Schedule E (Rental Income), Multiple K-1s and/or Substantial Brokerage or Retirement Account Activity. Multiple States. (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 for the Gold Package.