Mission Statement
We take pride in our commitment to transparency and a straightforward fee structure. The majority of business services and tax preparation fees align with the descriptions below, offering a clear understanding of our philosophy. While there may be occasional outliers or unique situations, the information provided here provides insight into our approach. It’s important to consider factors such as basic disorganization, advanced disorganization, disguised disorganization, and misrepresented organization, as they can influence business services and tax preparation fees.
We typically don’t nickel and dime for phone calls, emails, short meetings and/or random questions – the price we quote is what you should expect to pay, assuming no “big surprises” down the line. Recognizing that time is a non-renewable resource without inventory or refunds, our published fee ranges aim to correspond with the value and expertise expended on delivering professional services. While we strive to maintain historical tax preparation fees for returning clients, it’s crucial to note that this isn’t synonymous with fees never increasing.
Interestingly enough, there are instances where our fees decrease! For example, a year with significant events like running a business, selling a rental property, managing stock options with extensive historical data, and relocating between states may incur higher fees. In contrast, a more straightforward year with no running business, no rental property, no stock options, and no change in residence translates to less time spent and, consequently, lower fees.
Individual Tax Preparation
The initial charge for standalone 1040 individual tax returns with business/investment activity is $750 (typically ranging from $750 to $1,350+). Additionally, we offer FasTax for a flat fee of $525 (designed specifically for those taxpayers who have a straightforward tax footprint yet want the expertise of a CPA), and there is a fee range of $250 to $400 for children and students, depending on your tax situation.
Business Tax Preparation
We primarily concentrate on business consultation, maximizing deductions, and preparing business entity tax returns (such as Forms 1065s and 1120-S). The initial fee for partnership and corporate tax returns begins at $1,250, varying based on the quality of your accounting records and complexity (typically ranging from $1,250 to $2,950+).
S Corp Election
We can facilitate the taxation of your entity as an S corporation for a fee of $450. Additionally, we can efficiently execute a late S Corp election retroactive to January 1, 2023, for a cost ranging from $900 to $1,200. This strategic move can swiftly result in an 8 to 10% reduction in your net business income by minimizing self-employment taxes!
Online Accountant
Our small business bookkeeping and analysis service typically range from $350 to $950 per month, depending on the frequency. Additionally, we offer the option to include turn-key payroll services through ADP, with us handling all the intricate details. We also provide fractional controller services.