Tax Services

Individual Taxes

Tax Preparation 

  • Simple returns starting at $1,000 (W-2 income, equity market investment income, itemized deductions, K-1 income)

  • Complex returns starting at $3,500 (solopreneuer business income, real estate income)

Tax Planning & Advisory

  • Ongoing tax planning and advisory service available starting at $700/month, including tax preparation depending on engagement timing

Business Taxes

Tax Preparation

  • S corp tax returns: Starting at $4,500

  • Partnership tax returns: Starting at $6,000

  • Corporate tax returns: Starting at $7,500

Tax Planning & Advisory

  • Ongoing tax planning and advisory service available starting at $900/month, including tax preparation depending on engagement timing

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