Paycheck Checkup

This appt. is to calculate your tax liability based on your current income. You, and your spouse if applicable, will need to send your most recent paycheck stub. Paycheck stubs need to be received at least 3 days prior to your tax planning appt. This a 30min appt., and listed pricing is only for current clients. This appt. is not for self-employed or business tax planning.

$75 · 30 minutes

Tax Planning - Self-Employed or Businesses

This appt. is for current self-employed or business entity tax clients. Current year-to-date income and expense reports will need to be sent at least 3 days prior to your appt. The listed price for this appt. is only for current clients. This appt. covers tax liability calculations, tax saving strategies, and various tax planning scenarios.

$150 · 1 hour

Electronic/Over-the-Phone Tax Filing

Schedule this appt. to file your tax return remotely. Your tax documents will need to be received at least 2 business days prior to your over-the-phone appt. Forms can be sent over via fax, email, snail mail, or uploaded to your Secure Client Portal before the phone appt. Payment, signature, tax return delivery, and most communication will be done electronically, securely.

1 hour

Business or Tax Consultation

Schedule this consultation appt. for small business entity selection, income tax questions, IRS/State notice follow-up, offer in compromise discussion. This hourly fee covers the consultation, it does not include the cost of filing any forms. Minimum one hour schedule and charge required. This appt. is not for tax return preparation or tax planning.

$150 · 1 hour

Business Start-up or Closure

This appt. is to start or dissolve a small business: File various forms for business applications with State, IRS, City/County where applicable. (Sole-proprietorship, LLC, S-Corp, C-Corp, or Partnership) *This hourly fee does not include any costs charged by the various taxing authorities or government agencies that may be incurred for the filing of certain forms. Most filed form application fees run between $25 up to $125 per form, and there are generally 2-5 forms involved depending on business/law requirements (a quote can be created with estimated costs based on your unique business situation) .

$350 · 1 hour