Individual Taxes (includes one state; additional states $75
Item
Basic 1040
Standard 1040
Complex 1040
Amended Return
Sole prop (Schedule C)
Partnership
S-Corp
C-Corp
Individual Audit
Complex Audit
Pass-through Entities Audit
Corporate Audit
Basic
Standard
Services
Basic 1040 W-2s only, no dependents, no itemizing
Standard 1040 W-2s, dependents, itemizing, credits.
Complex 1040 includes Schedule C, D, E, rental, investments.
Amended return (1040-X) revisions to a prior year
Small business return
C-Corp (Form 1120)
Individual Standard Return (no schedule C)
Complex audit with Schedule C
Form 1120 (closely held corporation, 1-5 shareholders)
Up to 75 transactions per month
Transaction categorization
One bank account & profit and loss statement
75-150 transactions per month
Multiple accounts
Full monthly reports
Base Fee
$250
$350
$450
$300
Business Tax Returns—Starting
Partnership (Form 1065) with K-1s (2-5 partners)
S-Corp (Form 1120S) owner-operator, 1-5 shareholders
Tax Advisory and Planning—Starting
Individual
Tax research, advisory, planning
$450
$700
$900
$900
IRS Representation—Starting
Form 1165 (2-5 partners); Form 1120S (1-5 shareholders)
Rates vary by case
Free brief consultation, $150/hr thereafter
Accounting Services
$300 per month (plus $75, sales tax reporting)
$425 per month (plus $75, sales tax reporting)
$600+ per month (plus $75, sales tax reporting)
Rates vary by service
*Discount (20%) available for police officers, fire fighters, teachers, and health workers (nurses and hospital front office staff)
Disclaimer: All fees displayed on this website are estimates and are not all-inclusive; they may vary based on each client’s specific facts, circumstances, and the complexity of the engagement. Services not listed are billed separately and priced on a case-by-case basis.
*20% discount
$200
$280
$360
$240
$360
$560
$720
$720
Thank you for partnering with us on your journey!
Growth
Misc Services
151-300 transactions
Advanced reporting
Tax-ready books
Misc tax services
Misc business services
Misc accounting services
Business
Tax research, advisory, planning
Free brief consultation, $250/hr thereafter