Tax & Accounting

Transparent Pricing

We believe you should know what you pay before we begin. Every engagement is scoped and priced up front - no billing surprises, no hourly rate anxiety for routine work.

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All Services

Tax and accounting fee schedule.

Starting prices for all Tax & Accounting services. Complex situations are scoped and priced in advance before any work begins.

Service	Starting Price
Individual Tax Return (1040)	From $500
Complexity add-ons (rentals, K-1s, foreign income)	~$150 per item
Business Entity Return (LLC / S-Corp / C-Corp)	From $1,500
Trust & Estate Returns (1041)	From $1,500
Quarterly Accounting / Outsourced CFO	From $1,500/quarter
Tax Strategy Consulting	$500/hour

For Advisory Clients

Tax Strategy and Your Investments, One Conversation

If Koala Financial also manages your investments, tax strategy conversations - Roth conversion timing, gain and loss coordination, year-end planning - are generally part of that advisory relationship rather than a separate hourly engagement. Tax return preparation is always billed separately at the standard rates above.

How complexity is priced: Before beginning any engagement, we review your situation and provide a scope and fee estimate. For returns with multiple complexity factors (e.g., multiple rental properties + a K-1 + foreign accounts), we will discuss the total estimate before we begin - never a surprise at the end.

What's Included

What to expect at each tier.

Individual Tax Return

From $500

Federal & state return preparation (1040)

W-2, 1099, interest, dividends, capital gains

Complexity add-ons at ~$150/item

Rental properties, K-1s, foreign accounts, business schedules

Business Entity Return

From $1,500

LLC (1065), S-Corp (1120-S), C-Corp (1120)

Trust & estate returns (1041)

Entity selection coordination with Koala Law

Accounting & Outsourced CFO

From $1,500/qtr

Bookkeeping, reconciliation, payroll oversight

Quarterly P&L, cash flow, and balance sheet reporting

CFO-level advisory and board reporting available

Tax Strategy Consulting

$500/hour