Tax Preparation & Planning
For tax preparation and tax planning, all preparation and review work is performed on an hourly fee basis. Below are some estimates to give you a range of what to expect.
If your tax return is complicated, we will discuss the approximate time it will take to complete your returns.
When you require tax planning strategies for situations such as starting your own business or handling a large capital gain, billing is based on an hourly rate–and you will receive a time estimate in advance.
Estimated Fees listed below are valid through December 31st, 2024.
Basic Tax Return
2 hour minimum, $495
Review of your prior year tax returns
Federal 1040 One State Tax Return
W-2s
Standard Deduction
Federal & State E-Filing
$250/hour
Basic Plus Tax Return
2.5+ hours, $625+, upon review & consultation
Review of prior year tax returns
Federal 1040
One State Tax Return
W-2s
Itemized Deductions (Schedule A)
Interest & Dividend Reporting (Schedule B)
Federal & State E-Filing
Advanced Tax Return
$750+, upon review & consultation
Review of prior year tax returns
Federal 1040
Multi-State Returns
W-2s
Itemized Deductions (Schedule A)
Interest & Dividend Reporting (Schedule B)
Self-Employed Filers (Schedule C)
Stock Sales & Reporting (Schedule D)
Stock Options & Reporting (Schedule D)
Rental Properties (Schedule E)
Royalties (Schedule E)
K-1s
Federal & State E-Filing
Child’s Tax Return
$115+
Federal 1040
One State Return
W-2s
Standard Deduction
Federal & State E-File Fees
Taxes…A Year Round Event
However, tackling tax questions throughout the year (instead of waiting for tax season) can result in more tax savings and less stress!
» If you have a tax issue that needs to be addressed use the form below for a no obligation initial consultation. This includes reducing your overall taxes, selling your home, starting a small business, 401(k)/IRA distributions, gains/losses on stock sales, etc.