Pricing Guide

We are often asked how much our services will cost. Since the time, effort and even the cost for us to delivery our services vary greatly, we can only provide estimates. In the case of a tax return, we can provide the best estimate by reviewing a prior year tax return. Of course, the complexity of your tax return may vary from one year to the next.  In general, we charge based on the time and an allocation of the actual and allocated cost.

 

2025/2026 Rates

 

Fee's

Tax preparation $695 & up

Tax Strategy Planning $250 & up

Audit representation $500 & up

Administrative work $250 & up​

 

Individual Tax Preparation

Our minimum fee for individual, also known as your personal taxes, income tax preparation is $695.00. The typical fee is between $250 – $750. We charge by the time it takes to prepare a tax return using the forms and schedules involved as a proxy for time.

Example: Married couple living with dependent children, with wage income from two employers & interest income, they itemize their deductions since they own their home with a mortgage, pay property taxes & make charitable contributions made in cash.

 

Fee is approximately

$695 + $200=$895.00 

 

Business Income Tax Returns

Business tax returns vary considerably depending on the type of business, form of business structure, quality of record keeping, number and complexity assets involved, number of owners / partners, and the number of state filings required. In general, the minimum fee for a sole proprietor is $999 & up

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Example: S-Corp operating in California with single owner-employee who provides well maintained books and records in QuickBooks Online and provide accountant access. Fee is approximately $1200

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What are examples of when my tax preparation fee may be higher?

• We charge an onboarding fee of $150 for new clients to spend extra time to review your prior returns and history.

• If you have a balance due and need a detailed explanation or to make payment arrangements

• Unorganized records or providing raw data needing instead of summarized information

• Additional deductions or credits

• More than a couple of W-2’s, 1099’s, stock trades

• Tax planning

• Issues requiring tax research

• If you are slow to respond to our requests as it causes us time to re-review prior work

• In general if an additional form or worksheet is required, because it takes us more time.