Expert Tax Preparation Services

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• A complimentary Tax Planning Analysis (valued at $99)
• A secure Client Portal for document sharing
• A comprehensive initial assessment of your tax situation
• One federal income tax return
• One state income tax return
• One New York City tax return or District of Columbia tax return, if applicable
• Light bookkeeping (business only)
• A status update via email or if necessary, a 20-minute check-in meeting prior to assembling your tax returns
• One digital copy of each e-filed tax return
• Safe harbor estimated tax calculations, if applicable
• Payment instructions and vouchers, if applicable
• Adjusting journal entries for you to post, if applicable (For business only)
• A 2nd status update provided when your tax returns enter the "Final Review" stage
• A final check-in meeting to discuss your completed returns prior to filing

A complete set of federal, state, and local tax returns ($200)

Add-Ons

• Business Schedule C ($100)
• Investments, including stocks, cryptocurrencies, digital assets, etc. ($100) 
• Real Estate Investment Property ($100 for each investment property)
• For a 2nd State tax return ($100)
• K-1 from a LLC Partnership or S-Corporation ($45 per individual)
• Foreign Bank and Financial Report (FBAR) ($155 up to 5 accounts)
• Amended return(s) request to correct tax return(s) not filed by us; does not include price to file the amended returns ($125 non-refundable retainer)
• Prior year(s) non-filers; must file an IRS Power of Attorney request and perform an assessment: ($125 non-refundable retainer)
• Written or phone resolution with the IRS or State ($199)
• An expedited request to file a tax return immediately- 20% of the original price to utilize additional staff/resources to process the request.

A complete set of federal, state, & local tax returns- LLCs, S-Corps, C-Corps, & Partnerships ($999)

Add-Ons

• Sales and Use Tax Compliance: ($100 per filing)
• Property Tax Compliance: ($300 per filing)
• Estate Tax Return ($1,200 non-refundable retainer)
• Income Tax Return for Estates and Trusts ($499)
• Gift Tax Return ($300)
• Form 990, Form 990-T (The greater of $1,200 or .05% of gross revenues)
• Amended Tax Return(s) (same price as above)
• Extension Filings: ($75 per jurisdiction)
• Controlled Foreign Corporations ($3,500)
• Foreign-Owned Corporations ($1,795)
• Foreign Partnerships ($2,500)
• No books or partial bookkeeping during the year: $150/hour, which excludes the fee to assemble the return.
• Prior year non-filer: a non-refundable $299 per tax year fee to execute an IRS Power of Attorney Form 2848 and Tax Information Authorization Form 8821
• An expedited request to file a tax return immediately- 20% of the original price to utilize additional staff/resources to process the request.