Services & Fees

This is the minimum fee for Forms 1040 & 1041

• Minimal activity, data, tax forms, etc
• Schedule C (Business Income & Expenses) and Schedule E page 1 (Rental & Royalty Income) are an additional $500 per activity, assuming organized information is provided 
• About 1 hour of preparation time

• Small amount of activity, data, tax forms, Schedules K-1, etc
• Schedule C (Business Income & Expenses) and Schedule E page 1 (Rental & Royalty Income) are an additional $500 per activity, assuming organized information is provided
• About 1-3 hours of preparation time

• Moderate amount of activity, data, tax forms, Schedules K-1, etc
• Schedule C (Business Income & Expenses) and Schedule E page 1 (Rental & Royalty Income) are an additional $500 per activity, assuming organized information is provided 
• About 3-6 hours of preparation time

• Large amount of activity, data, tax forms, Schedules K-1, etc
• Schedule C (Business Income & Expenses) and Schedule E page 1 (Rental & Royalty Income) are an additional $500 per activity, assuming organized information is provided  
• About 6-9 hours of preparation time

• Very large amount of activity, data, tax forms, Schedules K-1, etc
• Schedule C (Business Income & Expenses) and Schedule E page 1 (Rental & Royalty Income) are an additional $500 per activity, assuming organized information is provided 
• About 9+ hours of preparation time

Higher fees may apply to Level 5 returns

This is the minimum fee for business entity returns

• Minimal activity, data, and/or tax forms
• No complexities (large amount of fixed asset purchases, ownership changes, tax credits, special allocations, etc)
• Must provide organized information or have no activity 
• About 1 hour of preparation time

• Minimal/simple tax adjustments
• Minimal to moderate activity, data, and/or tax forms
• No complexities (large amount of fixed asset purchases, ownership changes, tax credits, special allocations, etc)
• Must provide organized information
• About 1-5 hours of preparation time

• Minimal/simple tax and/or book adjustments
• Moderate to large amount of activity, data, and/or tax forms
• Some complexities (large amount of fixed asset purchases, ownership changes, tax credits, special allocations, etc)
• About 5-9 hours of preparation time

• Moderately complex tax and/or adjustments
• Moderate to large amount of activity, data, and/or tax forms
• Moderate complexities (large amount of fixed asset purchases, ownership changes, tax credits, special allocations, etc)
• About 9-15 hours of preparation time

• Complex tax and/or book adjustments
• Large amount of activity, data, and/or tax forms
• Moderate to several complexities (large amount of fixed asset purchases, ownership changes, tax credits, tax research, special allocations, etc)
• About 15+ hours of preparation time

• Higher fees may apply to Level 5 returns

• Specialty bookkeeping typically needed by high net worth  individuals with investment partnerships
• Please reach out for estimate of hours
• Can be done on annual, quarterly, or monthly basis
• Availability for this service may be limited during the months of February to April and August to October

• This is for trades or businesses that need monthly bank reconciliations performed
• On average, monthly bank reconciliations take about 1 hour per bank account
• Availability for this service may be limited during the months of February to April and August to October

• This is for sole proprietorships and trades or businesses that have minimal to moderate amount of activity in one bank account
• This service is available at year end and can be performed with 4th quarter estimates or tax return preparation
• Available as an add on to all types of returns