Tax Consultation/Tax Planning

Revised effective 02/07/22

Initial Meeting (30 minutes) ————— No charge


 

Tax Preparation Fees – Individual

Individual 1040 ————– $ 375.00 (basic charge)

(Includes 1040, one state return, electronic filing)

Schedule A, B —————————- $ 125.00 (ea)

Schedule C, D, E or F ——————- $ 175.00 (ea)

Additional States ————————- $ 125.00 (ea)

Additional Forms ——————— min $ 50.00 (ea)

Tax Preparation Fees – Gifts, Estates, & Trusts

Form 706, 709 or 1041 ———– Starting at $625.00


Tax Preparation Fees – Small Business

Form 1065, 1120 or 1120S ——- Starting at $625.00


Additional charges for other tax reporting

Tax Research/Consultation ——– $ 175.00 per hour

The above charges are representative of common tax profiles. Clients may incur higher charges for returns involving additional work. A discount is offered for simpler returns.