Description:

• Strategic tax planning for business owners who want to reduce tax exposure, improve cash flow, and make informed decisions before year-end.

Price Range:

• $500 – $2,500+ per planning engagement
  or $200 – $350/hour

What We Do:

• Review current-year financial performance

• Estimate taxable income

• Identify available deductions and credits

• Review entity structure and tax efficiency

• Plan owner compensation and distributions

• Evaluate timing of income and expenses

• Provide year-end tax planning recommendations

• Coordinate planning with bookkeeping, payroll, and financial reporting

Description:

• Preparation and filing of federal and state business income tax returns for corporations, S corporations, partnerships, and sole proprietors.

Price Range:

• S Corporation: $1,250 – $3,000+

• Partnership: $1,000 – $3,000+

• C Corporation: $1,250 – $3,500+

• Schedule C: $500 – $1,500+ when filed with individual return

What We Do:

• Prepare federal business tax return

• Prepare applicable state tax returns

• Review financial statements and trial balance

• Identify book-to-tax adjustments

• Prepare depreciation schedules

• Review owner basis, distributions, and equity activity

• Prepare K-1s when applicable

• Provide tax payment and filing instructions

• Review return with client before filing

Description:

• Forward-looking tax planning for individuals, professionals, investors, and business owners who want to reduce surprises and plan more intentionally.

Price Range:

• $300 – $1,500+ per planning session/engagement

What We Do:

• Estimate current-year tax liability

• Review wages, investments, business income, and deductions

• Analyze withholding and estimated payments

• Plan for capital gains, rental income, or self-employment income

• Review itemized deduction opportunities

• Evaluate retirement contribution strategies

• Identify tax-saving opportunities before year-end

• Provide action items and payment recommendations

Description:

• Preparation and filing of individual federal and state income tax returns, ranging from simple W-2 filings to more complex returns involving investments, rentals, businesses, and multiple states.

Price Range:

• Basic Form 1040: $350 – $600

• Moderate complexity: $600 – $1,000

• Complex individual return: $1,000 – $2,500+

• Additional state returns: $100 – $250 each

What We Do:

• Prepare federal Form 1040

• Prepare state income tax returns

• Review W-2s, 1099s, K-1s, and investment activity

• Prepare Schedule A, C, D, E, or other required schedules

• Review rental property activity

• Calculate credits and deductions

• Review tax payments and refunds due

• Provide filing instructions and tax payment guidance

Description:

• Guidance on state and local tax matters, including income tax, sales tax, payroll tax, business registrations, and compliance requirements.

Price Range:

• $300 – $2,500+ depending on scope

What We Do:

• Review state and local tax obligations

• Evaluate sales tax registration requirements

• Review payroll tax registration needs

• Assist with state agency notices

• Advise on business expansion into new states

• Review local business license or tax requirements

• Provide compliance recommendations

• Coordinate with tax return preparation where applicable

Description:

• Calculation and planning for quarterly estimated tax payments to help individuals and business owners avoid underpayment penalties and year-end surprises.

Price Range:

• $250 – $750+
  Typically included in higher-level tax planning packages

What We Do:

• Estimate annual taxable income

• Calculate federal and state estimated payments

• Review prior-year safe harbor rules

• Analyze withholding and prior payments

• Provide quarterly payment vouchers or instructions

• Adjust estimates as income changes

• Help plan for cash flow around tax deadlines

Description:

• Preparation of amended tax returns to correct previously filed federal or state returns.

Price Range:

• $500 – $1,500+ per amended return

What We Do:

• Review originally filed return

• Identify required corrections

• Prepare amended federal and/or state return

• Calculate tax due or refund expected

• Prepare supporting schedules and explanations

• Provide filing instructions

• Advise on timing, penalties, and follow-up items

Description:

• Support for individuals and businesses that receive notices from the IRS or state tax agencies.

Price Range:

• $250 – $1,500+ depending on complexity
  More involved representation may be billed hourly at $200 – $350/hour

What We Do:

• Review IRS or state notice

• Explain the issue and deadline

• Compare notice to filed return and records

• Draft written response

• Gather supporting documentation

• Communicate with taxing authority when appropriate

• Help resolve balance due, penalty, or filing issues

• Recommend next steps if the matter escalates