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 or 1040-NR with up to four W-2, 1099-R, or SSA-1099 and claiming the standard deduction with no schedule attached. Individual Tax Filing base fee is $149. For more in-depth tax needs, see the additional forms below:
INDIVIDUAL TAX FILING +SE
For Taxpayers or Sole Proprietors with up to one Schedule C, Sch E Rental, or Sch F Farm income and $20k in business expenses, and claiming the standard deduction with no other schedule attached. Individual Tax Filing +SE base fee is $300. For more in-depth tax needs, see addt’l forms 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 additional forms 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 additional forms below:
FORMS & SCHEDULES
The first 10 forms or schedules from the following list, if required, will each incur an additional $50 charge. All other applicable forms will be assessed a $20 charge, with the exception of Schedule 1 Addtl Income, Schedule 2 Addtl Taxes, or Schedule 3 Addtl Credits & Payments to which a $30 charge will apply:
Sch 8812 Credit for Qualifying Children,
Sch A Itemized Deductions,
Sch C with over $20k in business expenses,
Sch E Income/Loss from Partnerships or S-Corporations,
Sch EIC Earned Income Credit,
Sch H Household Employment Taxes,
Form 1116 Foreign Tax Credit,
Form 4562 Depreciation & Amortization,
Form 8824 Like-Kind Exchanges,
Form 8867 Paid Preparer’s Due Diligence Wks-CTC,
Sch B Interest & Dividends,
Sch D Capital Gains & Losses,
Sch K-1 Partner’s Share of Income,
Sch K-3 Partner’s Share of Income, -International,
Form 2441 Child & Dependent Care Expenses,
Form 2555 Foreign Earned Income,
Form 4797 Sale of Business Property,
Form 5695 Residential Energy Credits,
Form 8829 Expenses for Business Use of Home,
Form 8863 Education Credits,
Form 8936 Clean Vehicle Credit,
Form 8960 Net Investment Income Tax,
Form 8995 Qualified Business Income Deduction, etc.
DISCLOSURES: Returns are subject to a $34.99 Refund Transfer/Filing fee when opting to deduct the filing fee from refund. Prior-year Tax filings are billed at the current-year rates. State Tax Filing fee is $75 ($100 for CA, MA, NY, OH, or PA). A 20-minute consultation fee is $100. Form 4868 Extension of Time to File fee is $100. Audit Protection fee is $100 per hour (two-hour Min.) 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.
