In-Office Accounting Appointment -1 Hour

1 hour

Bookkeeping Clients should schedule time to meet with us in-person or online to review their bookkeeping and accounting, at least once per quarter. We support Quickbooks Desktop, Quickbooks Online and XERO .

Business Formation

30 minutes

We can create a business or corporation for $300 plus the state filing fees. Includes Articles, EIN and S Corp election

VIRTUAL New Tax Client Consultation

30 minutes @ $75.00

Have questions about your individual taxes? This call gives us the opportunity to speak to you and learn more about your tax situation and answer any questions you may have.

If you chose to have us file your tax return, this payment will be a credit and applied to your tax preparation fee!

Payments are non refundable.

VIRTUAL Individual Tax Appointment (NEW CLIENT)

1 hour

Our fees are based on the complexity of your tax returns. Typical fees for individual tax returns range from $150 – $600. Please note that international reporting will incur additional fees depending on the compliance requirements. Make sure that you bring all relevant tax information to this appointment. Forgetting important items may delay the preparation of your tax return.

VIRTUAL Business Tax Appointment 1 hour

1 hour

** if your company files a separate tax return for the business (1065, 1120S or 1120)

Fee range is $700 to $1200 for partnership and corporate tax returns. Small businesses are commonly reported on your personal tax return on Schedule C. Typical fee range is $400 to $600.

VIRTUAL Tax Return Review

30 minutes

-Zoom meeting
-Telephone conference
- Video conference

Tax Finalization, Pick up, and Payment

15 minutes

Year End Tax Planning Session

1 hour

DO YOU KNOW WHAT YOU’LL OWE? Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

IRS Audit Representation

1 hour

When you receive a Notice Letter or Notice of Audit, and you wish for us to respond, then we must send you an Audit Engagement Letter and a Power of Attorney before we can work on the matter.

Individual Tax Appointment (EXISTING CLIENT)

1 hour

Our fees are based on the complexity of your tax returns. Typical fees for individual tax returns range from $150 – $600. Please note that international reporting will incur additional fees depending on the compliance requirements. Make sure that you bring all relevant tax information to this appointment. Forgetting important items may delay the preparation of your tax return.

International Tax Preparation

30 minutes

We provide taxation services to United States citizens working abroad and need specialized tax preparation services. We are very familiar with international tax law & we can file it electronically.

VIRTUAL New Tax Client Consultation

30 minutes @ $75.00

Have questions about your individual taxes? This call gives us the opportunity to speak to you and learn more about your tax situation and answer any questions you may have.

If you chose to have us file your tax return, this payment will be a credit and applied to your tax preparation fee!

Payments are non refundable.