Fee Structure

 

• Individual Return + One State

  • W-2 only $275 (includes itemizing employee state deductions)

  • Itemizing deductions $125 (mortgage interest, property tax, donations, etc)

  • Each small business $50+ (based on work required) 

  • Each rental property $150

  • Dividends, interest, stocks, bonds, crypto, capital gains $25+ (based on work required)

  • Each additional state $50

  • Audit Defense $50 (3 years state and federal) Free for First Responders

• Typical Client Examples

  • W-2 only = $275

  • W-2 + Dividends/Interest = $300

  • W-2 + Itemize + Dividends/Interest = $425

  • W-2 + Itemize + 1 Rental = $600

PARTNERSHIPS

• $1,250+

S-CORPORATIONS

• $1,500+

BOOKKEEPING

• $500+ per month

 

ADDITIONAL SERVICES

• Accountable Plan for S-Corp
  • $500+ (based on scope of work)
• QuickBooks Set Up
  • $2,000+ (based on scope of work)
• Payroll Setup in QuickBooks
  • $1,000+ (based on scope of work)
• S-Corporation Entity Formation
  • $3,000 + state fees
• Statement of Information Filing
  • $150 + state fees