Our 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 Preparation Pricing

Individual Returns

1040: Individuals
1040 NR: Non-residents
1040 SR: Seniors
1040 X: Amendments

$400 per return per tax year

 

Complexity will be assessed before work is done to avoid surprise charges.

Trust Tax Returns

1041: Estates & Trusts
5227: Split Interest Trusts

$750 per return per tax year

 

Complexity will be assessed before work is done to avoid surprise charges. 

Business Tax Returns

1065: Partnerships
1120: Corporations
1120 S: S Corporations
990: Organizations Exempt from Income Tax

$1000 per return per tax year

 

Complexity will be assessed before work is done to avoid surprise charges. 

Tax Planning Pricing

Individuals without business Activities

Tax Planning for Individuals

$250 per year

Discounts available for combined services. 

Individuals with Business Activities

Tax Planning for Businesses

$2000 per year

Discounts available for combined services. 

Tax Planning and Preparation Package

Comprehensive Tax for Businesses

Personalized Flat Fee

Flexible payment options

For those who prefer a standardized payment option to match current cashflow. 

Our Testimonials

Tax success stories, revealed.