Pricing and Fees

In order to serve my clients to the best of my ability, I am only able to accept 300 tax return clients per year.

Tax Management

Starting at $295/month
  • Only available for 50 clients per year
  • Includes 1 corporate or partnership return and 1 individual return. Additional individual returns can be added for an incremental fee
  • Includes unlimited support for both the business & individuals included in the plan. Situation-specific tax consulting via email, phone, and Zoom
  • Online Portal Access (with phone App) for easy sharing of documents and sensitive information
  • Includes unlimited support for both the business & individuals included in the plan. Situation-specific tax consulting via email, phone, and Zoom

Individual (Form 1040) Tax Prep

Starting at $750
  • For Sole Proprietors, Single-Member LLC’s, self-holding real estate investors, and other complex 1040’s
  • Includes limited support throughout the year (general questions via email)
  • Online Portal Access (with phone App) for easy sharing of documents and sensitive information

Corporate & Partnerships Tax Prep

Starting at $1,500
  • For closely-held corporations & partnerships. For businesses with revenue under $1MM. Includes 1 state return, up to 5 shareholders or partners, & up to 25 fixed assets
  • Includes limited support throughout the year (general questions via email)
  • Online Portal Access (with phone App) for easy sharing of documents and sensitive information