INDIVIDUAL PRICING PACKAGES
BASIC : $700 Annually
Normal Package price if purchased separately: $869
PRO : $1100 Annually
Normal Package Price if purchased separately: $2069
ELITE : $1500 Annually
Normal Package Price if purchased separately: $2669
INDIVIDUAL PRICING IF PURCHASED SEPARATELY
1040A or EZ
1040 and Schedule C
Standard Tax Plan with 1 Annual Meeting
Deluxe Annual Tax Plan with 1 Annual Meeting
48 Hour response
Deluxe Quarterly Tax Planning Updates
Quarterly Office or Video Conference
Setting up annual Family Budget
Family Budget Checkup Meetings
Standard Individual Basic Checkup:
Estimate your tax bill, compare to withholdings, and determine estimated outcome
$550 (If books are not current, add $150/hour to produce financial statements). See the business pricing page for bookkeeping packages that may be more advantageous.
$150 up to 2 properties or 2-K-1. More than 2 properties or 2-K-1 - please contact for quote
Price depends on complexity and time involved. Typically $150 per form.
$600/year (Billed at $150/hour)
Deluxe Individual Checkup to include:
One time checkup in the basic package plus:
Provide Strategies to reduce your tax bill
1 End of Year follow-up by email
If you are an individual, and want to prevent hitting your family budget with a large tax preparation bill, we can set up monthly payment plans for individuals based on what tax forms were required the previous year. At tax time, if forms are required that were not used the previous year, your price will be adjusted to the current tax year.
Tax Resolution and Penalty Abatement Services are available. A situational review is required for a quote. Contact us today for your FREE half hour consultation if you have received a letter from the IRS or the Franchise Tax Board. Hourly rates are typically $150-$200/hour, or, if you decide to use our Resolution Services, we have value set flat fees for the required services so that you don't feel gouged or cheated because we are taking our time.