Service & Fees

Personal Tax Services (1040)

Federal $159 | State $39
Federal $139 | State $39 (new client discount)

Any Marital Status, All Forms Included
Up to 10 equity or commodity trades ($39/10 additional trades)
Does not include business ownership or 1099 Contractors With Expenses
No Games, No Hidden Fees!

1040 With 1099 (Contractor) Income: Federal $189 – $289 | State $39

$289 – with typical small business activity
$189 – with minimal income/expense transactions
Reporting for up to 8 contract jobs.
Will use your bookkeeping or we will provide bookkeeping service.
No additional fees or processing charges, guaranteed!

Sales and Use Tax Services

Sales and Use Tax Audit Support – Minimum $1,500 retainer

Complementary IRS or State tax notice review
Complementary face-to-face consultation
Fee includes representation with the state, petitions & appeals
Fee includes ongoing strategic consulting and tax planning
Minimum $1,500 retainer

Sales and Use Tax Refund Claim ProcessingContingency Fee (22% of refund)

Complementary transaction review
Minimal interruption of your daily accounting processes
Includes all invoice and data review
Includes all arbitration and interaction with the state(s)
If the state doesn’t remit a refund, you only pay minimal up front expenses.

Sales and Use Tax Voluntary Disclosure – Fixed Fee based on: # of States, Transactions & Time Period

Many sales tax assessments are far in excess of the actual amount due
Most states waive criminal prosecution prior to disclosure of taxpayer name.
Most states agree to fixed settlements prior to disclosure of taxpayer name.
Most states will waive accrued late payment penalties
We Offer:

Complementary transaction review
Complementary face-to-face consulting
Completion of all processes necessary to settle with each state

Sales and Use Taxability Research – $160 per hour

Includes analysis of your sales or purchase transactions.
Includes “likely” vs. “unlikely” taxability analysis for individual states, transaction types, or industries.
Includes “likely” vs. “unlikely” taxability analysis for transactions involving tangible personal property or services.
May include nexus research (i.e. determining in which states your business is should register (or may avoid) for sales and use tax compliance.
Includes a full summary discussion of research points as they pertain to your individual business operations.
All taxability conclusions include references to applicable state codes, regulations, rulings and case law.
Example “taxability matrices” are available for your review.
Our sales and use tax research team hails from Big 4 accounting with experience in a wide range of industries, transaction types and audit representation.

S-Corps

Federal $389 | State $39

Reporting for up to 4 shareholders (K-1’s)
No additional fees or processing charges, guaranteed!

C-Corps

Call for Rates

Single Member LLC's & Sole-Proprietors

Federal $189 – $289 | State $39

$289 with typical small business activity
$189 with minimal income/expense transactions
Reporting for up to 4 partners
No additional fees or processing charges, guaranteed!

Multi-Member LLCs & Partnerships

Federal $389 | State $39

Reporting for up to 4 partners (K-1’s)
No additional fees or processing charges, guaranteed!

Bookkeeping

 $100 – $Varies

One-Off Service: Call For Rates
Monthly Service: Averages $100 – $300/mo (based on volume and complexity)
Monthly Bookkeeping
Includes Regular Financial Reports
Books will be used to prepare business income tax returns

Payroll Service

$Varies!

Payroll Service Rates Depend on Volume and Complexity. Call for rates.

Rental Property

Rental Property (per rental unit) – Federal $190 | State $39

Business Property Tax

$Varies!

Property Tax Service Rates Depend on Volume and Complexity. Call for rates.