Pricing for Tax Prep & Planning for Individuals & Businesses

🔵 Individual Tax Prep

✅ Starting at $395

Federal, State, and Local
Standard Itemized Deductions & Credit Optimization
W-2 Income Reporting
Basic 1099 Income (Interest, Dividends, Miscellaneous)

🔵Individual Tax Prep + Tax Planning

✅ Starting at $895

Professional tax preparation combined with proactive tax planning recommendations to help you stay compliant, minimize taxes, and make informed financial decisions throughout the year.

Included in Base Price

✔ Federal, State & Local Tax Return Preparation

✔ Standard & Itemized Deduction Optimization

✔ Tax Credit Review & Optimization

✔ W-2 Income Reporting

✔ Basic 1099 Income Reporting (Interest, Dividends & Miscellaneous Income)

✔ Electronic Filing

✔ Secure Client Portal

✔ Tax Return Retention

Tax Planning Recommendations Included

✔ Personalized Tax Savings Recommendations

✔ Withholding Analysis

✔ Estimated Tax Payment Recommendations

✔ Capital Gain Tax Planning Opportunities

✔ Retirement Contribution Planning Opportunities

✔ Year-End Tax Planning Strategies

✔ Multi-Year Tax Planning Considerations

✔ IRS, State & Local Tax Compliance Recommendations

Ideal For

✔ Employees (W-2)

✔ Retirees

✔ Investors

✔ Professionals

✔ Business Owners

✔ High-Income Individuals

Tax Planning Implementation Assistance

Starting at $1,000

Turn recommendations into action with personalized implementation support.

✔ Estimated Tax Payment Setup

✔ Tax Strategy Execution Assistance

✔ Retirement Plan Coordination

✔ IRS, State & Local Compliance Guidance

✔ Ongoing Tax Projections

✔ Year-Round Tax Advisory Support

Tax Planning & Wealth Management Alignment

Starting at $2,500

Align your tax strategy with your long-term financial and wealth-building objectives.

✔ Tax-Aware Financial Planning

✔ Tax-Efficient Investment Strategies

✔ Retirement Income Tax Planning

✔ Estate & Trust Planning Coordination

✔ Distribution Strategy Analysis

✔ Coordination with Financial Advisors

✔ Long-Term Tax Reduction Strategies

➕ Add-On Services (Additional Fees Apply)

Income & Business Add-Ons

Freelancer & Self-Employment Income (1099-NEC) – From: $150 to $300
Rental Property Tax Reporting – From: $200 to $400
Multi-State Individual Tax Filing – From: $200 to $400 per additional state
Amended Tax Returns – From: $150 to $300
IRS Correspondence & Resolution – From: $300 to $600
Year-End Tax Planning – From: $200 to $350
Schedule K-1 Reporting – $150 per K-1

Additional fees may apply for multi-state, foreign, or complex K-1 reporting.

Investment & Equity Compensation Add-Ons

RSU (Restricted Stock Units) Reporting – From: $250 to $450
ISO (Incentive Stock Options) Strategy & Filing – From: $300 to $500
NSO (Non-Qualified Stock Options) Reporting – From: $250 to $450
Stock Sales & Brokerage Account Reporting – From: $200 to $400

Digital Asset Add-Ons

Crypto & Digital Currency Tax Filing – From: $300 to $600
NFT & Tokenized Asset Reporting – From: $250 to $500

Advanced Tax Optimization

State and Local Tax (SALT) Optimization – From: $250 to $450
High-Income Tax Strategy Consultation – From: $350 to $600

Tax Planning & Advisory Packages

Identify Opportunities to Reduce Taxes and Build Wealth

The best tax-saving opportunities happen before tax season. Our CPA-led tax planning helps individuals and business owners legally reduce taxes, improve cash flow, and build wealth.

🟢 Essential Tax Planning

$750 Diagnostic or $150/Month

Perfect for individuals, freelancers, and new business owners.

✔ Tax Savings Review
✔ Entity Structure Analysis (LLC vs. S-Corp)
✔ Estimated Tax Planning
✔ Deduction & Credit Optimization
✔ Federal, NYS & NYC Tax Strategies
✔ 1-Hour CPA Consultation

Best For: W-2 professionals, freelancers, consultants, and startups.

🔵 Advanced Tax Planning & Advisory

$3,000 Diagnostic + $1,000/Month

Designed for business owners, investors, physicians, dentists, digital creators, and high-income earners.

✔ Comprehensive Tax Reduction Blueprint
✔ Multi-Entity & S-Corp Planning
✔ Retirement & Investment Strategies
✔ Real Estate & Capital Gain Planning
✔ Quarterly Tax Strategy Reviews
✔ Tax Projections & Scenario Analysis
✔ Audit Risk Reduction
✔ Dedicated CPA Advisory Support

Best For: Taxpayers seeking significant tax savings and year-round strategic guidance.

Potential Tax Savings: $5,000 - $100,000+

Varies based on your income, business structure, and overall tax situation.

Business Tax Prep

Self-Employment Activities with Personal 1040- $600
Corporate Tax Return Filing (Form 1120) – $790
S-Corporation Tax Filing (Form 1120S) – $790
Partnership Tax Returns (Form 1065) – $790
LLC Tax Preparation – From: $550 to $850
State and Local Tax (SALT) Compliance – Included
Estimated Tax Payments & Planning – From: $200 to $400 per session
Business Deductions & Credits Optimization – Included
IRS & NYS Audit Support – From: $750 to $1,500
Year-End Tax Planning – From: $350 to $600
Multi-State Tax Filing – From: $200 to $400 per additional state