a la carte

For those not sure about diving in to work with us.

We get it. Not everyone wants to dive in to a whole new relationship with a new tax pro. Moving is a real pain in the you-know-what. If our package services do not work for you, here is a snapshot as to the regular prices for working with us on one singular aspect of your business.

Ideally, we want to wow you. We want to help you grow. We want you to know that the boring side of your business is in good hands. We want you to have the fat investment account and the pied-á-terre. All in good time.

Individual with Schedule C

This is where most people get started in their journey of owning a business. If you operate in one state, this will run you $700 for your Federal and State filing. The price will increase if you have a spouse, home, kids, brokerage accounts, rentals, and/or need to file in multiple states.

Individual with Schedule E/K-1s

It looks like you've been at this awhile and have either gotten some good advice or figured it our on your own. Either way, nice job! This service is for individuals who have an entity of some sort and get a K-1. We make sure you are staying on the right side of the rules as well as maximizing your deductions. If you operate in one state, this will run you $900 for your Federal and State filing. The price will increase if you have a spouse, home, kids, brokerage accounts, rentals, and/or need to file in multiple states.

Corporate returns

Now we're cookin'! Congrats on growing your business to the point where all the admin tasks associated with a corporation make sense! We help make sure that you are maintaining your corporate status, following all the admin rules, and filing correctly with all the appropriate states agencies. If you operate in one state, this will run you $1300 for your Federal and State filing. The price will increase if you have a spouse, home, kids, brokerage accounts, rentals, and/or need to file in multiple states.

AMA

Wondering if your clothing or workspace are deductible? The depreciable life of a St Andrew's cross? Whether an S-Corp makes sense for you? I am happy to talk to you about all the vagaries and nuances of your situation and how they fit into your tax life. Appointments happen via phone or video call. $250/hr, prepaid.