Services
Fee scheduleA flat fee or a monthly retainer, agreed before we start.
One-time work — a return, a formation, a notice — is a flat fee quoted up front. Ongoing work is a flat monthly retainer sized to your books. Every figure below is a starting point; the consultation confirms the real number.
Consultation
Tax
- 02Tax planning sessionA one-hour projection of this year's liability and the moves that change it before December 31.$350per session
- 03Individual tax returnFederal and state returns prepared and reviewed by a CPA, with a plain-English summary.From $450per return
- 04Business tax returnS-corporation, partnership and C-corporation returns, with K-1s delivered on time.From $1,800per return
- 05IRS notice resolutionWe read the letter, call the IRS and handle it to the end — you stop opening the mailbox with dread.From $750per matter
Accounting
Advisory
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