A la Carte Pricing
Pricing for Taxpayers
Once you have been set up with your current financial advisor and client portal, you can opt in to our services below.
Don’t have an advisor? No problem! You can waive our advisor services.
Tax Return Preparation
Individual Returns
1040: Individuals
1040 NR: Non-residents
1040 SR: Seniors
1040 X: Amendments
Starting at $400 per return per tax year
Download the full price list HERE
Trust Tax Returns
1041: Estates & Trusts
5227: Split Interest Trusts
$1200 per return per tax year
Download the full price list HERE
Business Tax Returns
1065: Partnerships
1120: Corporations
1120 S: S Corporations
990: Organizations Exempt from Tax
$1200 per return per tax year
Download the full price list HERE
| A La Carte Add-ons | Written Summary | Summary and Review Meeting | Meeting Length |
|---|---|---|---|
|
Each Quarterly tax payment calculation (Q1, Q2, Q3) |
$300 |
$450 |
30 minutes |
|
End of Year Tax Payment Calculation (Q4)
|
$300 |
$450 |
30 minutes |
|
Personal Tax Planning |
$500 |
$650 |
30 minutes |
|
Business Tax Planning |
$1500 |
$1800 |
60 minutes |
|
Tax Research on Tax Topic |
$300 |
||
|
Meeting for Tax Topic |
|
$150 |
30 minutes |
subscription Pricing
Tax Preparation and Planning packages
Packages are charged up-front annually, with the option to pay in monthly, interest-free payments. Cancelled subscriptions revert to a-la-carte pricing.
Planning
$300
per month
Value $4,850
Your cost $3,600
Savings $1,250
- One 1040 Tax form Preparation and Filing
- Office Hours
- Quarterly tax payment calculation (Q1, Q2, Q3)
- End of Year Tax Payment Calculation (Q4)
- Process Quarterly tax payments
- Personal Tax planning
- Business tax Planning
- Unlimited Tax research on tax topics
VIP
$500
per month
Value $8,650
Your cost $6,000
Savings $2,650
- One 1040 Tax form Preparation and Filing
- Office Hours
- Quarterly tax payment calculation (Q1, Q2, Q3)
- End of Year Tax Payment Calculation (Q4)
- Process Quarterly tax payments
- Personal Tax planning
- Business tax Planning
- Unlimited Tax research on tax topics
Startup venture
$2000
per month
Value $30,000
Your cost $24,000
Savings $6,000
- One 1120 Tax form Preparation and Filing
- Office Hours
- Quarterly tax payment calculation (Q1, Q2, Q3)
- End of Year Tax Payment Calculation (Q4)
- Process Quarterly tax payments
- Monthly Bookkeeping and Payroll
- Annual Business tax Planning
- Annual Cash Flow and projection
- Annual tax reporting for investors
| Subscription Add-ons | Per month |
|---|---|
|
1040 (per return)
|
$50 |
|
1065 (per return) |
$100 |
|
1120 (per return) |
$100 |
|
1041 (per return) |
$50 |
|
Payroll Monitoring (Gusto) |
$50 |
|
Full Payroll |
Get Quote |
|
Bookkeeping Monitoring (Quickbooks) |
$50 |
|
Full Bookkeeping |
Get quote |
|
IRS Transcript Monitoring |
$50 |