TAX RETURN PREPARATION & ADVISORY SERVICES

Preparing federal and state income tax returns, and the related planning and strategic advising, is our primary focus.  We assist can individuals, partnerships, corporations, not-for-profit organizations, trusts, and estates with their annual compliance -- but there are a lot of firms that can say that.  We prefer to work with clients with moderate to complex tax situations, who seek a more involved and engaged professional partnership.  

Our tax and advisory services can be split into three primary categories, which are explained below in more detail.  Please note that these are examples provided for comparison and transparency -- ultimately, we bill based on actual time spent on your account during the year.  The categories below simply outline our service and fee levels for varying levels of work and involvement during the year.

Image by Olga DeLawrence

Essential Services:
Annual tax return preparation, no or limited planning and advisory work

  • Clients with straight-forward tax situations who do not require active planning and projections during the year

  • Small trusts, estates, and non-profits

  • Example: W-2s and some investment income, a single rental property or small business, itemized deductions

  • Average fee range: $500-1,000 for annual services

Advanced Services:
Annual tax return preparation, moderate planning and advisory work

  • Clients with more complex tax situations, requiring some planning and advising during the year

  • State income tax reporting plus federal

  • Example: W-2s, investment income, self-employment income, rental properties, private equity investments (K-1s), itemized deductions

  • Applies to most of our business and non-profit entity clients (partnerships, S-Corps, C-Corps, 990-series), as well as larger trusts and estates

  • Average fee range: $1,000-2,500 for annual services

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Complete Services:
Annual tax return preparation, active planning and advising during the year

  • Clients with complex tax situations, requiring quarterly or monthly planning and advising during the year

  • State income tax reporting plus federal

  • Example: W-2s, diversified investment income, stock options planning, self-employment income, rental properties, private equity investments, itemized deductions

  • Applies to larger entity clients

  • Average fee range: $2,500+ for annual services

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