- UPLOAD ONLY - FOR THOSE THAT DO NOT WANT AN APPOINTMENT
1 minute
This is for purely (upload only) tax preparation for clients who prefer not to come into the office or have a set appointment time. The appointment time is merely a placeholder to get you into our workflow. THIS IS NOT A SET APPOINTM ...
- Personal Tax Preparation
30 minutes @ $535.00
Starting at $535
This appointment type is for filers with personal taxes.
This is also the correct appointment type if you are self-employed/1099/sole prop/SMLLC.
Please visit our website for a fee list. - IRS Help & Tax Resolution Consultation
1 hour @ $595.00
The minimum fee for tax resolution consultation is $595.
IRS/State Audit Response Letters, responding to Mortgage Requests for tax return copies, installment agreements, and complicated tax resolution - starting at $595. - Drop-off for Complex Clients
30 minutes @ $535.00
For complex clients whose returns cannot be completed within an hour block, you will be slated for a 30-minute drop-off appointment to discuss your documents, any changes, and any concerns. Once your return is prepared, you will be sche ...
- Back Taxes Preparation
1 hour @ $535.00
Our office specializes in helping with multiple years of back taxes. Depending on how many years you need to be filed and the complexity of your returns, it may be completed in one meeting, or you may need an additional appointment. ...
- Amended Personal Tax
1 hour @ $535.00
A basic amendment (without Schedule C, Schedule E, etc.) will start at $700.
A premium amendment (with Schedule C, Schedule E, etc.) will start at $900. - Married Filing Separate Personal Taxes
1 hour @ $535.00
A MFS Analysis will cost $535 on top of the cost of preparing both spouses' returns. If you do not need analysis and are 100% certain you want to file separately, you must decide how you would like to file.; community property rules or ...
- Estate and Trust Tax Preparation
30 minutes @ $535.00
Estate and/or Trust Tax Returns start at $1,500 and range to $7,000 depending on the complexity of the returns.
A deposit of $535 will be required to book the appointment. - Personal Strategic Tax Planning
50 minutes @ $495.00
WE DO NOT PREPARE TAXES DURING THIS MEETING. This is for future planning purposes only.
- Business Strategic Tax Planning
50 minutes @ $595.00
We do not prepare taxes during this meeting as this meeting is for future planning purposes only.
- Priority Personal Tax Preparation
30 minutes
Starting at $535
This appointment type is for filers with personal taxes.
This is also the correct appointment type if you are self-employed/1099/sole prop/SMLLC.
Please visit our website for a fee list. - Priority IRS Help & Tax Resolution Consultation
1 hour
The minimum fee for tax resolution consultation is $595.
IRS/State Audit Response Letters, responding to Mortgage Requests for tax return copies, installment agreements, and complicated tax resolution - starting at $595. - Priority Drop-off for Complex Clients
30 minutes
For complex clients whose returns cannot be completed within an hour block, you will be slated for a 30-minute drop-off appointment to discuss your documents, any changes, and any concerns. Once your return is prepared, you will be sche ...
- Priority Back Taxes Preparation
1 hour
Our office specializes in helping with multiple years of back taxes. Depending on how many years you need to be filed and the complexity of your returns, it may be completed in one meeting, or you may need an additional appointment. ...
- Priority Amended Personal Tax
1 hour
A basic amendment (without Schedule C, Schedule E, etc.) will start at $670.
A premium amendment (with Schedule C, Schedule E, etc.) will start at $870. - Priority Married Filing Separate Personal Taxes
1 hour
A MFS Analysis will cost $395 on top of the cost of preparing both spouses' returns. If you do not need analysis and are 100% certain you want to file separately, you must decide how you would like to file.; community property rules or ...
- Priority Estate and Trust Tax Preparation
30 minutes
Estate and/or Trust Tax Returns start at $1,500 and range to $7,000 depending on the complexity of the returns.
- Priority Personal Strategic Tax Planning
50 minutes @ $395.00
WE DO NOT PREPARE TAXES DURING THIS MEETING. This is for future planning purposes only.
- Priority Business Strategic Tax Planning
50 minutes @ $495.00
We do not prepare taxes during this meeting as this meeting is for future planning purposes only.