Tax Preparation

Tax Preparation Services

  • Tax Return Preparation
  • Tax Amendment Preparation
  • Tax Notice Evaluations
  • Return Prepared by an Enrolled Agent
  • Tax Planning Evaluation
  • Estate Tax Planning
  • IRS E-File Available
  • Tax Harvesting Advice

Tax Services Fee Schedule

Forms and Schedules

Fee

*Personal Returns Excluding Schedule’s C and E

$600.00

*Personal Returns Including Schedule’s C and E

$900.00

**Personal Returns Including All Schedule Plus One Entity Return

$1200.00

***Relationship Discounts Available

Payment Methods Accepted

Venmo
Zelle
Cash
Money Order

*Base price for all tax engagements is $600.00
**Additional entities will be $300.00 per entity
***Qualifying tax clients who wish to engage in financial planning or investment services will receive tax preparation at a reduced rate.

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