Individual Tax Preparation
Tax preparation fees are based on preparation time and complexity of the tax return. As a CPA firm we strive for quality and accuracy, not high-volume, low-price service. If lowest price is your goal, there are numerous other tax preparers willing to take your low fee to complete your tax return in 30 minutes or less. Sorry…. we don’t do fast-food tax preparation here…. Our licensed CPA and Enrolled Agent provides quality tax preparation, planning, and resolution services to clients we plan to keep long-term. If the IRS comes knocking, we’re licensed, experienced, and qualified to help and we’ll have your back!
Our pricing model is designed to limit unnecessary expenses and overhead and pass the savings on to you. In an effort to provide pricing transparency and set realistic expectations, the following pricing guidelines are provided. We offer three levels of pricing for individual tax preparation: QwikTrack, Student/Child, and Standard. QwikTrack pricing is explicitly designed for taxpayers with straightforward tax filing requirements who want the expertise of a Certified Public Accountant to prepare their tax returns. Student/Child pricing is available when we prepare tax returns for the student’s or child’s parent.
QwikTrack: $295
Student/Child: $150
Standard: $400 and up
Standard pricing is specific to your tax return filing requirements and complexity. Additional schedules, real estate sales, self-employment income, multi-state nexus, foreign account reporting, and cryptocurrency transactions are some examples of complexities that will increase the tax preparation time and related fees.
Business Tax Preparation
Our starting fee is $895 for 1065, 1120, and 1120S business tax returns. Multiple owners/partners, equity changes, asset sales, and multi-state nexus are examples of complexities that add additional time and preparation fees. Your specific tax preparation fee will be driven by your business activities and filing requirements. Our average business tax preparation fee typically falls in the range of $1000 to $1200. There is a direct relationship between your organization, timeliness, and accuracy when providing us your financial statements and documentation during the tax preparation process. We can provide tax organizers for various business entity types in order to help you streamline the process and keep your fees as low as possible. Typically, we require accurate business financial statements (balance sheet and income statement) and a trial balance to begin the tax preparation process. If your financials aren’t quite ready for tax filing, we can assist with that for an additional fee. Contact us today to discuss how we can help.