Whether you’re filing as an individual or business, we provide accurate, timely, and strategic tax preparation. We take a proactive approach to help you minimize liabilities and stay compliant. Our reasonable form-based pricing strategy remains aligned with our core values and is tailored to your individual needs.
INDIVIDUAL TAX FILING
For Taxpayers filing Form 1040 with up to three W-2, SSA-1099 Social Security benefits, and/or 1099-R Retirement Income and claiming the standard deduction with no schedule attached. Individual Tax Filing base fee is $149. For more in-depth tax needs, see the disclosures below:
INDIVIDUAL TAX FILING +SE
For Taxpayers or Sole Proprietors filing Form 1040 with Self-Employment or Rental Income, up to $25k SE Expenses and claiming the standard deduction with no other schedule attached. Individual Tax Filing +SE base fee is $329. For more in-depth tax needs, see the disclosures below:
PARTNERSHIP TAX FILING
For Partnerships filing Form 1065. Partnership Tax Filing base fee is $795 for businesses with less than $250k in gross income and $1,295 for those with gross income between $250k - $500k. For more in-depth tax needs, see the disclosures below:
S-CORPORATION TAX FILING
For S-Corporations filing Form 1120-S. S-Corp Tax Filing base fee is $995 for businesses with less than $250k in gross income and $1,595 for those with gross income between $250k - $500k. For more in-depth tax needs, see the disclosures below:
DISCLOSURES: The following forms or schedules, if required, will each incur an additional $50 charge ($100 for Sch 8812 Child Tax Credit & ODC): Sch A Itemized Deductions, Sch D Capital Gains & Losses, Sch E Each Addt’l Rental Unit & Non Rental Income or Loss, Sch EIC Earned Income Credit, Sch H Household Employment Taxes, Form 2555 Foreign Earned Income, Form 4684 Casualties & Thefts, Form 8824 Like-Kind Exchanges, Form 8839 Qualified Adoption Expenses, Form 8857 Innocent Spouse Relief.
All other applicable forms such as the ones listed below will be assessed a $10 charge, with the exception of Sch 1 Addtl Income, Sch 2 Addtl Taxes, and Sch 3 Addtl Credits & Payments to which a $25 charge will apply: Sch 1-A Addtl Deductions, Sch B Interest & Dividends, Form 1116 Foreign Tax Credit, Form 2441 Child & Dependent Care Expenses, Form 4562 Depreciation & Amortization (Per Asset), Form 4797 Sale of Business Property, Form 5695 Residential Energy Credits, Form 6252 Installment Sale Income, Form 8379 Injured Spouse Allocation, Form 8829 Expenses for Biz Use of Home, Form 8863 Education Credits, Form 8867 Paid Preparer’s Due Diligence, Form 8936 Clean Vehicle Credit, Form 8959 Additional Medicare Tax, Form 8960 Net Investment Income Tax, Form 8962 Premium Tax Credit, Addt’l Form.
Returns are also subject to a $29 RT Processing Fee when opting to deduct the Tax Filing fee from refund. State Tax Filing fee is $69 ($99 for CA, MA, NY, OH, or PA). A 20-minute consultation fee is $99. Form 4868 Extension of Time to File fee is $99. Audit Protection fee is $195 for expert guidance, assistance, or resolution to an IRS Correspondence Audit (for existing non-business clients only). The final cost may be determined by the scope of work. Invoices are due and payable upon presentation.
We truly value your confidence in our ability to manage your tax needs. To proceed with your Tax Consulting Engagement, fill out the Tax Filing Organizer.
We provide streamlined payroll solutions personalized for your business, to save you time and to ensure compliance. From paycheck calculations to tax filings, we handle the details so you can take care of your team and your business without hassle.
Basic payroll services with direct deposit, standard tax filing, and an online portal for employees.
$250 Setup Fee.
$89 Base Fee + $6 per employee per month
Payroll with enhanced services such as HR tools, benefits management, and advanced reporting.
$250 Setup Fee.
$119 Base Fee +$6 per employee per month.
