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Tax Prep Tech
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    • Home
    • About Me
    • Services
    • Financial Calculators
      • Tax Calculators
      • Retirement & Planning
      • Personal Finance
      • Savings & Investments
      • Business Calculators
      • Home Ownership
      • Vehicle Financing
    • Tax Resources
      • Tax Worksheets
      • FAQ
      • IRS Forms
      • IRS Publications
      • Withholding Calculator
      • Where Is My Refund?
      • Record Retention Guide
      • Taxpayer Bill of Rights
    • Client Portal
    • Make A Payment
    • Press
    • Contact
Tax Prep Tech

EN

  • Home
  • About Me
  • Services
  • Financial Calculators
    • Tax Calculators
    • Retirement & Planning
    • Personal Finance
    • Savings & Investments
    • Business Calculators
    • Home Ownership
    • Vehicle Financing
  • Tax Resources
    • Tax Worksheets
    • FAQ
    • IRS Forms
    • IRS Publications
    • Withholding Calculator
    • Where Is My Refund?
    • Record Retention Guide
    • Taxpayer Bill of Rights
  • Client Portal
  • Make A Payment
  • Press
  • Contact

SERVICES

Tax Preparation & Compliance

Tax Preparation & Compliance

Tax Preparation & Compliance

  • Federal, state and local returns, including 1040, 1120, 1120S, 1065 and 1041 and corresponding schedules
  • Specialty and informational returns, including 706, 709, 990 and 5500
  • Compliance with the IRS, FTB, EDD and EOB and all State tax authorities
  • Amended Income Tax Returns
  • Non-Resident Income Tax Returns
  • Electronic Tax Filing
  • State Income Tax Returns (all 50 states)
  • FBAR, Foreign Income and Asset Reporting, and International Information Returns
  • IRS ITIN Certifying Acceptance Agent
  • Oregon Licensed Tax Consultant #1924222-C

Tax Planning

Tax Preparation & Compliance

Tax Preparation & Compliance

  • Entity management & compliance packages (Corporations, Partnerships & LLCs)
  • Bookkeeping Services
  • Income deferral and use of legal entities to minimize tax impact
  • Deferring tax liabilities through pension plans and retirement contributions
  • Use of tax exempt investment strategies
  • Finding tax deductions that serve you
  • Fringe benefits and accountable plans
  • Notary Public
  • Certified Fraud Examiner

Representation

Tax Preparation & Compliance

Representation

  • Audit & Examination
  • Offer In Compromise
  • Collection Appeals (liens, levies and seizures)
  • Taxpayer Assistance Orders (Form 911)
  • Installment Agreements
  • Penalty and Interest Abatements
  • Administrative Appeals
  • Delinquent Returns
  • Trust Fund Recovery Penalties
  • Statute of Expiration Defense
  • FOIA (Freedom of Information Act Requests)
  • Collateral and Closing Agreements

Estimated Fees

Every client’s tax situation is unique.  The prices below are meant to give you an estimation of our pricing, as the 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 ($1,000 – $5,000)
  • Bookkeeping Services ($500 – $2,500 per month)
  • Representation ($750 - $10,000)
  • Service Contracts for year round support ($500 – $2,500 per month)


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

Schedule A Discovery Session

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.

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