Tax Preparation Fees
Our Tax Preparation Fees are based on the complexity of your returns and the organization of your records. During our first meeting, after we review your situation, we will be happy to provide you with an estimate of our fee. The first visit is always free to new clients.Clients with investment advisory accounts with a value greater than $500,000 receive a free individual return*.
Tax Planning and Audits
Our fees are based on a $50 minimum fee and $175 per hour. (Simple questions that take less than 10 minutes, are not charged)Bookkeeping and Reporting
Bookkeeping and Reporting services are provided on a monthly contract basis. We review your particular situation, discuss your accounting needs and objectives and agree on a monthly flat rate. All bookkeeping services utilize Quickbooks Online and provide you selective access based on your needs.Quickbooks Setup and Training
Quickbooks Setup is a flat rate of $185. Our setup services provide guidance in establishing the proper chart of accounts and training on creating forms and reports. If required, we also assist with setting up Sales Tax, Payroll and Employees for both check and direct deposit, and a Merchant Services account with Intuit Merchant Processing.
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* Individual returns include federal form 1040, schedules A, B, & D and corresponding state forms. Regular fees apply to the preparation of all other forms & schedules.