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Fees & Packages

Families & Individuals

Individual / Family Tax Returns (1040)

  • Basic return (W-2, simple investments, 1 state):
    $500

  • Moderate complexity (itemizing, some investments, 1 small side business OR 1 rental, 1–2 states):
    $750 – $1,250

  • High complexity (multiple rentals, multiple K-1s, several states, high-income family):
    $1,200 – $2,500+

Tax Resolution (IRS Issues)

  • Initial discovery / analysis (to pull transcripts, review notices, outline options):
    $500 – $1,500

  • Simpler cases (payment plans, a few unfiled years, straightforward penalty relief):
    $1,000 – $3,000 

  • More complex cases (many unfiled years, large balances, Offers in Compromise, complex audits):
    $3,000 – $7,500+ 

Businesses
 
Entity tax returns are priced according to entity type and complexity:

Single-member LLC
(Schedule C)

  • Often bundled with the owner’s individual return;
    typically +$150 - $300 above the personal return fee.

Partnerships (Form 1065)

  • Typically $700–$1,200+

S-Corporations (Form 1120-S)

  • Typically $800–$1,300+

C-Corporations (Form 1120)

  • Typically $900–$1,500+

Monthly Bookkeeping Packages

  • Very small businesses (up to ~2 accounts, lower volume): typically $250–$400 per month

  • Growing businesses (more accounts and higher volume): typically $400–$700+ per month

  • Cleanup & Catch-Up Bookkeeping: typically $100–$175 per hour, or a project fee, often estimated at 1–3 times a normal monthly fee per month of cleanup, depending on the condition of the records.

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