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Data on a Touch Pad

Upfront
Transparency

To facilitate the evaluation of our firm and assist you with your due diligence process, we wanted to address our pricing model.  We believe in transparency and we know that pricing is a major determinant beyond the range of services we offer and our expertise.  As such, here is what you can expect:

Pricing by Service:

  • Planning – our fee is $375 per hour, rounded up to the nearest 15-minute increment, and billed as services are performed.  We will not only review and consider your tax return to make recommendations, but take a comprehensive and holistic approach.  We use a combination of some of the best software available to help us collect your information (goals, liquidity/net worth, entity structure) and make recommendations. 

 

       For clients that are not full-time self-employed, this typically takes 4-6 hours during the year. Full-time business         owners and real estate professionals usually require more time, but each situation is unique.

 

  • Tax Preparation – each client’s situation is different and there are a variety of factors to consider in some cases, but in general, here is what you can expect:

 

  1. Personal Taxes (Form 1040) - tax returns start at $550 but will increase with additional activity such as real estate holdings, business ownership, investment activity, foreign reporting requirements, etc.  A client with 10 real estate properties will obviously take longer to complete than a client with none.  We evaluate the time and complexity of preparing a tax return when providing you with a quote.  For this reason, it is always necessary to have a discovery call with each prospective client prior to moving forward with the engagement process.  An additional consideration is also whether the prospective client has state or local tax reporting requirements, and how many states and/or which states are involved. 

  2. Business Taxes (Forms 1120, 1120-S, 1065) – these returns generally start at $900.  The  deciding factors are the quality of the books and records and the level of organization of the prospective client.  As with personal tax returns, complexity is an important factor, and we can gauge this on the discovery call. 

  3. Other Tax Returns and Related Services – there are any number of situations which may prompt other types of tax returns such as estates and trusts, foreign reporting, retirement plans, etc.  In addition, clients may require the use of other specialists or service providers (both related party affiliates and third parties) such as attorneys, qualified intermediaries for 1031 exchanges, cost segregation, retirement plan setup, among others.  We can elaborate on how we operate outside of the core areas noted above. 

~Please note, our firm does not provide bookkeeping or payroll services directly, but we have several reliable third-party affiliates that can assist you in these areas.   

Office employee

Learn More

Schedule a call to determine if we are a good fit to work together based on your unique situation and evaluation of our services and expertise.

~Please note that we will not provide specific tax advice on this call.

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