We handle tax matters of any complexity – individual or business, single-state or multi-state. Our team prepares returns that include RSU income, investment portfolios, rental properties, and other specialized items; we serve U.S. residents, non-residents, and expatriates alike. We also prepare corporate, partnership, nonprofit, and trust returns, manage multi-year cleanup projects, and provide year-round tax planning. For added convenience, we can notarize documents in-house.
The range of services includes:
Individual Tax Preparation – $225-500 (based on complexity)
Corporate, Partnership, Trust, Estate or Not-For-Profit Organization Tax Returns – $300-400 (based on complexity)
Sales and Use Tax Filings – $50 per quarter
Payroll Tax Filings (Quarterly Only) – $75 per quarter
Advisory Services – $200/hour (rate varies by topic)
Financial & Estate Planning – $200/hour
Expert Witness Services – $500/hour
FBAR (FinCEN 114) - $150 each
1099-NEC and 1099-MISC - $25 each
Internal/External Audits, Reviews & Compilations – Depends on the scope
Financial Statement Preparation (Income Statement & Balance Sheet) – $200-300 per statements
Attestations of Income (For Banks or Landlords) – $150
Notarization – $2 per signature (per state law)
Business Formation (LLC, S-Corp, C-Corp, NFP in any state) – $300 + applicable state fees
Currently we don’t offer bookkeeping services, but we can refer you to one of our affiliated bookkeepers.