— We do more than just file your taxes. For each client, we calculate your tax liability, break down your numbers, and provide further information for future tax filing.
*Fees apply based on amount of forms needed to be filed. See add-ons for further details.
— Whether you are a veteran or new to the small business world, we carefully assess all business deductions to lower your tax rate. This service (Schedule C filing) also applies to those with already prepared K1(s) from other entities. We are currently only servicing sole proprietors & single owner LLCs.
— Due to our business being of seasonal nature, along with our fully booked schedule, we impose an expedite fee for specific requests (ie: booking an appointment off calendar, requests within certain time frames, etc). These specific requests are completed before, in between, or after our already booked schedule and increases operation costs. Because of this, a base fee of $89 is imposed along with an hourly rate of $289 (will be prorated).
*A letter of engagement is asked to be signed for each appointment. This is a legal-binding contract for payment of services rendered. Base fee starts at $189. This includes a basic filing along with preparation services prior to your appointment. Pro-rated rates may apply based on scope of documentation.
Married +95
Schedule A +85 per taxpayer
Medical Expensing +75
California Filing +139
California Adjustments +125
Rental +189
Head of Household +100
Additional State(s) +125 per State
Education Credit +85
Federal EIC +85
Other credits starting at +65
1095A 8962 correction +85
Stock +95
Dividends/Interests (+5 items) +65
Additional correspondence +189/hr (able to be prorated)
Fax Correspondence +89 per fax, 10 pages max
Appointment cancellations due to missing documents +95
*Added fees may apply based on further requests/ documents provided.
Fees start at +65. (projected calculations, estimated tax payments, extension services, etc)
We make certain each charge is detailed in a line item on your invoice.
*An itemized invoice will be provided for every preparation upon Docusigns received.