Pricing

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Our minimum fees for individual returns vary. Returns with Schedule C business, extensive/complex capital transactions, rental and K-1 activity, and other complexities will incur additional fees. An estimate will be provided during onboarding. We will need to review your prior year return to provide an estimate.

If you have a partnership or multimember LLC you will need to file form 1065. Having a tax professional who considers the the complex entity filing requirements is a must for a business looking to minimize taxable income passing through to the owners

If your entity has a valid subchapter S election in place you will need to file form 1120-S.

The S Corporate tax structure has myriad requirements to qualify and retain S-Corporate status. The type of shareholders, operating agreement, transactions with shareholders, and other considerations must be adhered to in order to maintain a valid S-Election. Not doing so can result in costly tax results to shareholders and/or extensive professional fees to remedy.

Your C corporation will need to file form 1120 along with any applicable state and local forms.

Starting at $200/month this service includes yearly tax compliance, tax projections for quarterly estimated payments, two yearly planning meetings, and access for "quick questions" at no additional charge. This service is ideal for self employed clients and business owners.

Starting at $500/month. From basic bookkeeping to virtual controller services.

Agreed upon engagements billed at our hourly rates.