Choose the package that’s right for you
Income Tax Return Preparation (Required)
Q&A Meeting (Optional Add-on)
Return Review (Optional Add-on)
Income Tax Return Preparation (Required)
Email and Phone Support (Required)
Comprehensive Consult (New Clients Only) (Required)
Tax Planning Meeting(s) (Optional Add-on)
Advisory Call(s) (Optional Add-on)
Payroll Monitoring (Optional Add-on)
Return Review (Optional Add-on)
Services and Pricing
Federal Income Tax Return Preparation
State Income Tax Return Preparation
Form 114 (FBAR)
Form 1099
Form 2848 Power of Attorney
Form 2553 S-Election
Advisory Call
Q&A Meeting
First Time Penalty Abatement Relief
TX Reinstatement
TX Entity Shutdown
TX Registered Agent Change
S-Corporation Conversion Analysis
Reasonable Compensation Report
Return Review
Email and Phone Support
Payroll Setup
Payroll Monitoring
IRS Call
IRS Letter
IRS/State Audit
Tax Research
Standard Hourly Billing Rate
*Tax Planning
Description
Price
Varies
$200+
$200
$25 per 1099
$150
$200
$150 - $300
$75 - $150
$150$150$200
$50$300$600
$150$300
$500
$200
Hourly RateHourly RateHourly Rate
Hourly Rate$325$Varies*
*For most businesses, the first Tax Planning meeting in a calendar year is $1,750. Subsequent Tax Planning meetings in a calendar year are $1,250. If you have more than one business, the price may be more. If you are an individual without a business, the price may be less. Please contact our office to get the price for your situation.
Description of Services
Tax Preparation
We prepare both federal and state individual, trust, and business income tax returns. This includes Form 1040, Form 1041, Form 1120, Form 1120S, Form 1065, Form 114 (FBAR), and all state income tax returns. If you do not see your form listed here, please contact us to see if we file your form. This service also covers any emails and phone calls related to the preparation of the form you have requested. The rates for these forms vary. After we have a chance to look over your tax situation, we will then provide either a flat fee or a range of what it will cost to prepare your return(s).
Tax Planning
In this meeting (up to 90-minutes), we go in-depth into both your personal and business situation, which includes a tax projection, updating your Asset Map, tax and wealth building strategies, and steps to implement the strategies. This service requires comprehensive preparation on our part beforehand. Therefore, we must receive all requested documentation before the meeting can be scheduled. After we have received and reviewed your documentation, we will then reach out to you to schedule the Tax Planning meeting.
Advisory Call
We offer 30-minute and 60-minute advisory calls for Advisory clients. These calls are designed to help answer your tax and wealth building questions. You can schedule these calls through our calendar link: Schedule.
Email and Phone Support
This service allows you direct access to your Tax Advisor throughout the year. It covers 1-hour of quick phone calls, emails, and research. This service is only available to Advisory clients. The $300 retainer is not an annual or monthly fee. Any unused amounts carry forward to future years. The retainer is non-refundable.
S-Corporation Conversion Analysis
This service provides you with an analysis of whether it is beneficial for your entity to convert to an S-Corporation. After we have finished our analysis, we meet with you for 30 minutes to go over the results and things you need to know upon conversion. We will also provide next steps.
IRS Calls and Letters
Whether it is penalty abatement, responding to an IRS letter, or wanting to know the status of your tax return, we will contact the IRS on your behalf and work to get your case resolved. The cost of this service varies depending on the situation. The charge for a first-time penalty abatement request is $150. All other situations are billed at our hourly rates ($325).
Q&A Meeting
We offer 15-minute and 30-minute Q&A Meetings to Compliance clients. These calls are designed to help answer your tax and wealth building questions. You can schedule these calls through our calendar link: Schedule
Return Review
This service allows you to schedule a meeting with your Tax Advisor to go over your return after it has been prepared. The purpose of this service is to allow you the opportunity to have your Tax Advisor walk you through your return and provide insight into your situation. The meeting is 30 minutes long ($150). If additional time is needed, it will be billed at our hourly rate ($325).
Tax Research
If you have a complicated tax issue and need research to be performed, we will use our tax research tools to gather the necessary tax law information so that we can help you make a well-informed decision. This service is billed at our hourly rates ($325). We will provide an estimate of how long we expect the research to take.
Return Review
This service allows you to schedule a meeting with your Tax Advisor to go over your return after it has been prepared. The purpose of this service is to allow you the opportunity to have your Tax Advisor walk you through your return and provide insight into your situation. The meeting is 30 minutes long ($150). If additional time is needed, it will be billed at our hourly rate ($325).
Payroll Setup
New to payroll? No worries! We will setup payroll for you in Gusto or QuickBooks Online. Only available to select clients. Please contact our office if you would like to know if you qualify for this service.
Reasonable Compensation Report
S-Corporation shareholders are required to be paid a reasonable salary. This report helps determine what is reasonable for your situation and provides audit support. The price of this service is $600.
Beneficial Ownership Information Report
We do not file this report internally. Due to uncertainty as to whether CPAs are allowed to file this report or not, we are referring clients to the law firm in our network. If you need to file this report, please go to our BOI Report page for more information and links to file.
Other Services
For services not listed above, please contact our office and we will let you know if we provide the service you are requesting.