This information is intended to be a resource for those interested in our tax services. Each client is unique and we customize each plan to meet your specific needs. Therefore this information is intended to provide a ballpark estimate. Please contact us directly for a specific quote.
Current Client Pricing
For current clients, please contact our office for pricing information. Click here for contact information.
New Client Pricing
Below is the new client pricing information based on your specific needs. If you have questions about anything at all, please give us a call.
Business Returns (Partnerships, S-Corps, C-Corps)
The minimum fee to complete a basic business return is $1000 with the average range of $1500 – $2500. Pricing is based on the complexity of the return and the time involved. If there are depreciation and asset listings, there may also be a $250 new client setup fee for first year return.
Our individual returns are priced by the form and the complexity of return. Our average fee is $600 – $900, with the minimum being $600. Each dependent or student return is an additional $50 – $75 per return. If there are depreciation and asset listings, there may also be a $250 new client setup fee for first year return.
Trust Return (Form 1041)
The fee to complete a trust return has an average range of $1000 – $1500. Pricing is based on the complexity of the return. There is also a one time set up fee of $500 for every new trust client.
Tax projection pricing is based on complexity and starts at $275.
Tax Advisory and Consulting
Working with a team who can help you establish a long-term outlook is essential to maximizing your goals. This guidance will provide helpful education, increased efficiencies, potential tax savings, and a strategic plan. Our team will work with you to customize a package that meets your specific needs. Contact us for more information.