Fees
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Tax Returns-Fixed Fee
We offer transparent pricing tailored to the complexity of your tax situation. This approach ensures that you will be fully informed of and agreeable to our fees prior to the commencement of any work or commitments, as outlined in our engagement letter. Additionally, we reserve the right to request a 50% deposit for new clients or for the preparation of multi-year returns.
Personal Income Tax Preparation (One State)- Minimum, $370; Average Fees $450-$700
Minor Personal Income Tax Preparation: $250
Business Income Tax Preparation (One State) - Minimum $1,300 with/ind tax $1,600; Average Fees $1,600-$2,500.
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Tax Advisory - $250/hr
Tax Advisory services include a comprehensive array of offerings such as consultations, strategic planning, analytical evaluations, one-time transactions, coordination of retirement withdrawals, collaboration with financial planners, and all tax-related services that do not fall within the scope of tax return preparation.
Most business clients add advisory services to their tax preparation fees. We can tailor the package to suit your needs; the average additional cost is $1,750, which covers three planning meetings focused on proactive tax strategies, goal setting, and financial guidance, as well as ongoing Q&A..
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Federal or State Correspondance -$250/hr
The services provided include recommendations and support for accounts that are under review. Please note that this fee is not applicable to current clients for tax years during which we are engaged.
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IRS or State Audit Support-$250/hr
The services offered include comprehensive audit support, which encompasses document gathering and communication with relevant agencies, among other related tasks.
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Business Services-$150/hr
Services related to those listed under business service descriptions. One-time projects will be priced at a fixed fee outlined and agreed upon.
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Fractional CFO -Fixed Fee
Services related to those listed under business advisory descriptions.
What People Are Saying…
“Liz, I want to thank you for our meeting last week. I feel so much more confident moving forward. I am very impressed with your knowledge and experience”
— Daisy P.
“Thank you so much, Liz! You made it very easy this year, and we look forward to continuing to work together in the future. Cheers.”
— Anna M.
“Liz, thanks very much for the EXCELLENT service!!”
— Joel B.
“I just wanted to thank you for preparing our taxes this year. It has been a pleasure to work with you.”
— Debbie F.