Pricing

You are unique and so are your tax needs! To fit your unique needs, I offer three different packages so you can select the tax solution that makes the most sense for you.

Plans

For new clients, I will provide a custom quote for each of the three service packages. Basic packages start at $1,000 for individuals and $2,000 for businesses.

Basic

✓ Tax Preparation

✓ Tax Planning

✓ Safe Harbor Estimate

Essentials

✓ Tax Preparation

✓ Tax Planning

✓ Mid-Year Projection

Professional

✓ Tax Preparation

✓ Tax Planning (includes sale or purchase of business)

✓ Quarterly Projections for Estimated Payments

Regardless of which package you select, each package includes:

  • Tax Preparation
  • Tax Planning (except sale or purchase of a business)
  • Response to IRS Notices on tax returns prepared by us
  • Contact with your CPA – You don’t have to upgrade packages just to ask me questions!