Price List

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Basic Return – $200

• Form 1040 with W-2 income only

• Standard deduction with minimal credits and deductions

Standard Return – $350

• Form 1040 with multiple income types (W-2, 1099, etc.)

• Standard or itemized deduction

• Common credits and deductions

Complex Return – $500+

• Form 1040 with multiple income streams, investments, or rental properties

• Includes itemized deductions and additional schedules

• Tax planning session included

Sole Proprietor/LLC (Single-Member) – $350

• Schedule C and Form 1040

• Standard deductions and business expenses

Partnership/LLC (Multi-Member) – $500+

• Form 1065 and K-1s for each partner

• Detailed deductions, credits, and depreciation

Corporation (S-Corp, C-Corp) – $600+

• Form 1120 or 1120S preparation

• Detailed deductions, credits, and depreciation

Tax Planning  Consultation– $250 per session

• One-on-one consultation on strategies to reduce tax liability

• Review of potential deductions, credits, and other tax-saving opportunities

IRS Representation- $200 /hour

• Assisting with IRS audits

• Responding to notices

• Working with the IRS on behalf of clients experiencing hardship or disputes

• Offer in compromise application

• Penalty abatement

Basic Package – $150/month

• Monthly transaction recording (up to 50 transactions)

• Monthly reconciliations (bank accounts, credit cards)

• Income and expense reports

Standard Package – $300/month

• Monthly transaction recording (up to 150 transactions)

• Monthly reconciliations

• Income, expense, and profit/loss reports

• Quarterly review call

Premium Package – $500/month

• Monthly transaction recording (up to 300 transactions)

• Detailed monthly reconciliations

• Income, expense, profit/loss, and balance sheet reports

• Monthly review call and analysis

Entity Formation  - $400 (plus state filing fees)

• Preparing and filing formation documents (Articles of Organization or Incorporation) with the state

• EIN Application