Ongoing clients
Income tax return preparation, review, correspondence and filing services are included in all client care plans. The basic plan at $1,500/year or $125/month is suitable for most individuals. In some cases, additional services like audit representation and tax problem resolution, will be planned in a separate agreement.
One-time tax return preparation
We are often not the best choice if your only goal is to file a tax return unless the task is connected to solving other tax problems or other financial goals. There are plenty of tax preparation service providers that are less expensive. Our personal service focused on supporting you throughout the whole year and includes full professional tax preparation, review and tax return filing services with all client care plans.
Single engagement individual tax preparation services are available from price range of $1,200 in simple financial circumstances to $2,500 if real estate, investments, or cryptocurrency.
Notes on all tax services and pricing:
The rates listed do not include work related to services like bookkeeping, business accounting, numerous or complicated personal tax transactions, advice, coaching, tax problem resolution, and paper document security and storage.
At this time no service is available for prior years’ tax service without current year tax services.
Pricing is based on a calendar year, guaranteed for the remainder of the current year. You may begin and end at any time. Payments are adjusted accordingly.
The benefits of paying on an automatic monthly payment plan are that: 1) you are assured of service on a timely and will not be blocked out by tax preparer overload, and, 2) it locks in a price for the year ahead.
This tiered plan effectively serves as a guarantee of financing for long term audit services that can otherwise require significant up-front retainer for representation. However, no such assurance can be offered for representation in pre-existing tax and legal liabilities before. The 12 month rule effectively serves as a waiting period to avoid our risk of improperly pricing services on issues.
For prior or existing clients who cannot afford service at current pricing levels, a referral fee program to reduce or eliminate tax service fees is available. Ask for details.