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.