- UPLOAD ONLY - FOR THOSE THAT DO NOT WANT AN APPOINTMENT
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
$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
$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
$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
$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
$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
$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
$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
$495.00
WE DO NOT PREPARE TAXES DURING THIS MEETING. This is for future planning purposes only.
- Business Strategic Tax Planning
$595.00
We do not prepare taxes during this meeting as this meeting is for future planning purposes only.
- Priority Personal Tax Preparation
$50.00
Starting at $535 A $50 deposit is required to secure the appointment and will be credited toward the final invoice upon completion of services. This appointment type is for filers with personal taxes. This is also the correct appoi ...
- Priority IRS Help & Tax Resolution Consultation
$50.00
The minimum fee for tax resolution consultation is $595. A $50 deposit is required to secure the appointment and will be credited toward the final invoice upon completion of services. IRS/State Audit Response Letters, responding to Mo ...
- Priority Drop-off for Complex Clients
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
$50.00
A $50 deposit is required to secure the appointment and will be credited toward the final invoice upon completion of services. Our office specializes in assisting with multiple years of back taxes. Depending on how many years need to ...
- Priority Amended Personal Tax
$50.00
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. A $50 deposit is required to secure the appointment and will be credited toward ...
- Priority Married Filing Separate Personal Taxes
$50.00
A $50 deposit is required to secure the appointment and will be credited toward the final invoice upon completion of services. A Married Filing Separately (MFS) analysis is $395 in addition to the cost of preparing both returns. If no ...
- Priority Estate and Trust Tax Preparation
$50.00
Estate and/or Trust Tax Returns start at $1,500 and range to $7,000 depending on the complexity of the returns. A $50 deposit is required to secure the appointment and will be credited toward the final invoice upon completion of servic ...
- Priority Personal Strategic Tax Planning
$395.00
WE DO NOT PREPARE TAXES DURING THIS MEETING. This is for future planning purposes only.
- Priority Business Strategic Tax Planning
$495.00
We do not prepare taxes during this meeting as this meeting is for future planning purposes only.