Straightforward pricing built on clarity, trust, and professional expertise.
Fees & Engagement Terms
All service fees are determined and agreed upon at the conclusion of the complimentary consultation, prior to the start of any work. For standalone tax preparation services outside of our advisory packages, 50% of the total fee is due up front, with the remaining 50% due upon completion and prior to filing. Tax resolution and IRS representation services require full payment in advance, due to the scope, risk, and professional responsibility involved. Tax planning and advisory packages are billed in full at the start of the engagement, unless otherwise agreed to in writing.
All fees are non-refundable once an engagement has commenced or professional services have been provided.
Tax Preparation Services
Individual Tax Returns (Federal)
Starting at $325
Includes W-2 income, Social Security, pensions, and basic interest or dividend income.
Itemized Returns (Schedule A)
Starting at $425
Self-Employed & Small Business Returns (Schedule C)
Starting at $650
Final pricing depends on record quality, number of income streams, and deductions.
Rental Property Returns (Schedule E)
Starting at $250 per property
Multi-State Returns
Starting at $150 per additional state
Amended Returns (Form 1040-X)
Starting at $400
Final pricing is determined by complexity, documentation provided, and filing history.
Back Taxes & Unfiled Returns
Unfiled or Prior-Year Tax Returns
Starting at $750 per year
Pricing increases for:
Multiple unfiled years
Missing or incomplete records
Income reconstruction or IRS transcript analysis
IRS Representation & Resolution Services
Case Evaluation & Strategy Session
$350
(Creditable toward engagement if you retain our services)
Installment Agreements
Starting at $750
Offer in Compromise (OIC)
Starting at $3,500
IRS Audits & Appeals
Starting at $2,000
Collection Defense (Liens, Levies, Notices)
Pricing provided after case review
Resolution services require ongoing tax compliance and generally involve minimum balance thresholds.
Year-Round Tax Planning & Advisory Packages
Tax Compliance Essentials
Starting at $1,200 per year
Best for clients who want reliable filing and baseline oversight.
Includes:
Annual federal individual tax return preparation
One business return (Schedule C or rental activity)
IRS compliance monitoring
Secure client portal
Email support for routine tax questions
Proactive Tax Planning & Advisory
Most Popular | Starting at $2,500 per year
Our recommended package for clients who want strategy, planning, and year‑round guidance — not just tax filing.
Includes:
Everything in Tax Compliance Essentials
Mid‑year tax projection and planning review
Estimated tax guidance
Year‑round advisory support
IRS notice and correspondence assistance
Comprehensive Tax Strategy & Advisory
Starting at $4,500 per year
High‑touch advisory services for business owners and complex tax situations.
Includes:
Everything in Proactive Tax Planning & Advisory
Quarterly tax strategy meetings
Advanced tax optimization and entity guidance
Priority response and direct access
Escalated IRS notice handling
Package pricing is based on complexity, number of entities, and scope of advisory services. Custom packages are available following consultation.
