Services and Pricing

  • Engagement fees are determined by the complexity of your situation and the quality, clarity, and timeliness of the information you provide. Most engagements are billed at a flat, base fee that reflects the estimated preparation time, with additional time billed only if needed.

    • Every engagement will begin with a personalized quote

    • Extra time is charged at my regular hourly rate. You will be informed promptly if additional time is required

  • Most individual returns range from $300 to $850, depending on complexity.

    Typical factors that affect pricing include itemizing deductions, business or rental activity, and capital gains. One state return is included; additional states start at $150 each.

  • Business and nonprofit tax preparation services start at $900 for corporations and partnerships (Forms 1120, 1120-S, and 1065) and $600 for exempt organizations (Forms 990 or 990-EZ).

    Each engagement includes one state return. Additional states start at $150 each.

    Final pricing depends on the complexity of the entity’s activity and records.

  • Bookkeeping support is offered to new and existing tax clients at $100 per hour.

    Availability determined by current capacity and project scope.

  • Billed hourly at $150 per hour.

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