Description: Preparation and filing of your personal tax return, ensuring accuracy, compliance, and optimization of your tax position.

Price Range:

• Basic (W-2 only): $250+

• Standard (W-2 + itemized deductions): $400+

• Complex (investments, multiple income sources): $800+

What We Provide:

• Federal tax return (Form 1040) preparation

• State and local tax filings

• Review of income sources (W-2, 1099, investments, etc.)

• Deduction and credit optimization

• E-filing and submission

• Clear summary of your tax position

• Tax liability review and planning recommendations

Description: Freelancers, contractors, and gig-economy workers have unique tax responsibilities. We help self-employed individuals properly report income, maximize business deductions, and manage self-employment tax obligations.

Price Range: $500+

What We Provide:

• Schedule C preparation

• Business expense deduction analysis

• Self-employment tax calculations

• Home office deduction review

• Mileage and business expense tracking guidance

• Quarterly estimated tax calculations

Description: Tax planning related to investments, stock sales, and capital gains.

Price Range: $250+ (per analysis)

What We Provide:

• Capital gains reporting (Schedule D)

• Investment income analysis (dividends, interest)

• Tax-loss harvesting strategies

• Cryptocurrency transaction reporting

• Stock option and RSU tax planning

• Portfolio tax planning strategies

Description: Tax strategies related to property ownership, rentals, and real estate investments.

Price Range: $300+ (depending on complexity)

What We Provide:

• Schedule E rental property reporting

• Depreciation planning & calculations

• Expense and deduction analysis

• Real estate tax planning strategies

• Short-term rental tax guidance (Airbnb / VRBO)

• Sale and capital gains planning

Description: Calculation and management of quarterly tax payments to avoid penalties and manage cash flow.

Price Range:

• Per Quarter: $200+ quarter

• Per Year: $300+

What We Provide:

• Quarterly estimated tax calculations

• Annual tax projections

• Income forecasting

• Tax withholding adjustments

• Strategic tax planning recommendations

• Federal and state estimated tax calculations

Description: Support in handling IRS or state notices and resolving issues.

Price Range:

• Per notice: $150+ per hour

• Complex cases: $200+ per hour

What We Provide:

• IRS notice review and response

• Audit representation support

• Documentation preparation

• Communication with IRS or state agencies

• Tax dispute resolution strategies

Description: Strategic retirement planning can significantly reduce tax liability both now and in the future. We help individuals structure retirement contributions and withdrawals in a tax-efficient manner.

Price Range: $300+

What We Provide:

• Retirement account tax planning

• IRA and Roth contribution analysis

• Required Minimum Distribution (RMD) planning

• Retirement income tax strategy

• Social Security taxation planning

Description: Trusts and estates often require specialized tax filings and strategic planning. Our firm helps individuals and families manage the tax implications of wealth transfers and estate planning.

Price Range: $750+

What We Provide:

• Trust tax return preparation (Form 1041)

• Estate tax filings

• Beneficiary distribution tax analysis

• Trust income allocation

• Coordination with estate attorneys

Description: Handling tax filings across multiple states due to relocation, remote work, or investment activity.

Pricing: $200 – $800 per additional state

What We Provide:

• Multi-state return preparation

• Residency and allocation analysis

• Compliance with state-specific rules

• Tax optimization across jurisdictions

Description: Advanced tax strategies for individuals with higher income, multiple income streams, or complex financial situations.

Pricing: $1,500 – $5,000+/year

What We Provide:

• Advanced tax minimization strategies

• Coordination with business tax planning

• Investment and income structuring

• Long-term tax strategy development

• Ongoing advisory support