A Note About Fees

Every year the tax code grows increasingly more complex. Our fees increase annually to remain commensurate with the skill, knowledge, expertise, and continuing education required by regulatory authorities. We will be happy to provide you with an estimate based on the information you provide. While we may provide you with an estimate for services, this price is not guaranteed. Any changes in the scope of the work required will result in additional fees. Please be advised, your final invoice may differ from the estimate where additional time, document processing, and due diligence is required. We will not begin work without payment and a signed engagement agreement. Tax planning, reviewing and responding to notices, audits, and answering questions unrelated to the preparation of your tax return are separate engagements that have separate fees. RETURNS WILL NOT BE FILED UNTIL YOUR INVOICE HAS BEEN PAID IN FULL. A 3.5% Administration Fee will be added to ALL invoices to cover the costs of electronic and administrative filing.

Estimated Fee Schedule

Every client’s tax situation is unique. The prices below are meant to give you an estimation of our price structure, as complexity impacts the total amount of work required.

Individual Returns ($950 – $3,500)
Entity Tax Returns - Partnership, S-Corp & C Corp Returns ($1,500 – $5,000)
Nonprofit Returns ($1,200 – $2,500)
Fiduciary Returns ($1,500 – $5,000)
Bookkeeping Services ($500 – $2,000 per month)
Representation ($750 - $10,000)
Service Contracts for year round support ($500 – $2,000 per month)

Please feel free to reach out for a customized quote and we will be happy to answer your questions.

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A Note About Fees

Estimated Fee Schedule

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