QUESTIONS ABOUT PRICING?

 Standard Tax Consultation & Review

• W-2 income (1-2 employers)

• Standard deduction or basic itemized deductions

• Basic investment income (1099-INT, 1099-DIV)

• Common Credits & Deductions

 Standard Tax Consultation & Review

• Multiple income sources (W2 1099-MISC, freelance)

• Rental property income/expenses (1 property)

• Small business income (1Schedule C/ F)

• Multiple investment income (K1s, multiple brokerages, Retirment conversions)

Tax Strategy Review & Advisory

• Multiple business schedules or rental properties *

• Complex investment income (K1s, multiple brokerages, Retirment conversions)

*Our standardized pricing for complex 1040 tax returns are limited to 3 Schedule C, E, F forms in total. If your tax situation is more complex, we will provide a customized quote for your specific needs.

 Standard Tax Consultation & Review

•  Complete Form 1120S & K1 preparation and filing

• Profit & Loss Statement Required

• Bookkeeping services are available if needed*

• Non-Service based businesses may inquire for a specific pricing.

 Standard Tax Consultation & Review

•  Complete Form 1120S & K1 preparation and filing

• Profit & Loss Statement Required

• Balance Sheet Required

• Bookkeeping services are available if needed*

• Non-Service based businesses or over 900K may inquire for a specific pricing.

Tax Strategy Review & Advisory

 From proactive planning and compliance to strategic advisory services, we leverage our deep knowledge and experience to ensure you're equipped with the most efficient tax strategies. Let us help you achieve your financial goals while staying compliant with the ever-evolving tax regulations.