Tax and accounting fees.
Fees vary based on the scope and complexity of each engagement. We discuss anticipated fees before work begins, with adjustments as additional needs or complexities arise.
Typical fee ranges.
Individual Income Tax Returns
Federal and state income tax preparation for individual and joint filers.
Business Owners & Real Estate Investors
Self-employment, rental properties, pass-through income, and complex investments.
Corporate & Partnership Tax Returns
Partnerships (1065), S corporations (1120‑S), and C corporations (1120), including applicable LLCs.
Trusts, Estates & Exempt Organizations
Fiduciary income tax returns (1041) and exempt organization filings (990 series).
Quarterly Accounting & Financial Reporting
Quarterly accounting, financial statement preparation, and compilation reports where applicable.
Tax Strategy & Consulting
Tax planning, projections, and consulting beyond standard return preparation.
Published ranges reflect typical engagements, not fixed limits. Fees depend on the scope and complexity of the work and may change as additional needs or complexities arise.
Our accounting engagements are generally structured around quarterly reporting. Monthly services may be available by arrangement, with higher fees reflecting the increased frequency and scope of work.
Our wealth management services integrate investment management and tax planning into a coordinated financial strategy. Tax return preparation is a separate service, with fees based on the scope and complexity of each engagement.