Appointment Deposits
Appointment deposits range from $49-$99 depending on the appointment type. (Appointment deposits are required to be paid in full before appointments are confirmed & scheduled)
Consulting Rates & Staff Hourly Rates
Hourly rates for staff members range from $225 to $295 per hour depending on staff member and certifications required for work completed.
Note: Work completed for responses to letters from the IRS or a state agency are typically required to be completed by a CPA. Our CPAs’ billable rates are at the top end of the price range listed above.
New Business Formation
New Business Formations start at $695 which includes all government registrations & filings, BOI FinCEN registration and other required documentation & forms.
Individual Tax Preparation
Our primary focus is to make sure your return is prepared to meet the compliance requirements and minimize your taxes due. We strive to ensure we are appropriately collaborating with our clients each year to obtain accurate information from our client in order to take advtange of all qualifying deductions and credits. Our fees, however, are based on how much time it takes to prepare your return. Therefore it is highly likely that you may experience fluctuating invoices each year as even one or two differences can effect the time required.
For new clients we like to obtain the last 3 years of tax returns, however, at minimum the prior year’s return is REQUIRED.
Individual Tax Preparation Fees start at $165 and increase based on complexity. However, on average, our fees for individual returns run between $250 - $600
Business Tax Preparation
Our primary goal is to provide deduction optimazation, risk aversion procedures and tax return preparation. Our return fees are highly dependent on complexity and quality of your accounting records for your business tax return.
Our fees are based on the number of hours we spend on your return, the complexity and sophistication of your return, the level of personnel working on your return and the type of work performed. Ultimately the amount of time we may spend is unpredictable, therefore “estimates” of fees are only that and not a guarantee or limitation. Disorganized documentation or additional work outside the original scope of the engagement would also increase the time spent on the project.
Business Tax Preparation Fees start at $450, however, most of the returns we prepare average between $600-1,200*
*These are average rates for business returns whose accounting records are in order and require minimal re-organization or additional work by the firm.
Tax Return Extensions
Our fee for any tax return extension is $75 per return.
Amended Returns
Individual Tax Return Amendments start at $165. They increase depending on if you are a current client or if you are coming to us as a new client whose information we did not previously have on file. The rate also increases depending on depth of amendment required.
Business Tax Return Amendments start at $275. They increase depending on if you are a current client or if you are coming to us as a new client whose information we did not previously have on file. The rate also increases depending on depth of amendment required.
*Also to note, if an amendment is required due to a letter from a state or federal agency, the time involved to draft & compile documentation and submit the appropriate response(s) may be billed additonally at our CPA’s hourly rate.