Tax Service Pricing List

*If you are seeking tax information or have questions about tax matters, a call to answer all your questions is $175. There is no charge for a call to discuss the below tax service packages.

Basic Tax Filing

Any combination of two of the following:

One to three W-2s
One to three 1099s
Itemized Deductions

$395 Flat Annual Fee

 

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Intermediate Tax Filing

Any combination of two of the following:

More than three W-2s
More than three 1099s
Restricted Stock Units
Incentive Stock Options
One Sole Proprietorship
One Rental Property or K-1
Filing in Up to Three States
One Account in One Foreign Country

$495 Flat Annual Fee

 

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Advanced Tax Filing

Any combination of three of the following:

More than three W-2s
More than three 1099s
Restricted Stock Units
Incentive Stock Options
Two to Three Sole Proprietorships
Two to Three Rental Properties or K-1s
Filing in Two To Three States
Two to Three Accounts in One to Three Foreign Countries

$750 Flat Annual Fee

 

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Complex Tax Filing

These tax filings consist of situations where a client has more than three sole proprietorships, more than three rental properties or K-1s, and/or three or more state tax filings.

Based on Consultation

 

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Amended Tax Filing

This service is for the correction of tax returns which have already been previously filed. This is frequently done for tax returns where certain items of income or expense may have been missed. Many clients amend prior year returns to claim refunds they may have missed out on.

$395 Flat Annual Fee

 

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Trust/Estate Income Tax Filing

David Beck, CPA is a trust and estate specialist. He frequently advises trustees and executors on income tax planning for estates, grantor trusts, complex trusts, split-interest trusts, and all other trust vehicles.

$750 Flat Annual Fee

 

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S-Corp/Partnership Tax Filing

These tax filings consist of Form 1065 and/or Form 1120S for your partnership or S-Corporation. These entities are “flow-through” tax entities. This means that all income and expenses flow through to the individual partners’ or shareholders’ income tax returns.

$750+ Flat Annual Fee

 

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Estimated Tax Projections

This service is used to project estimated quarterly tax payments for business owners, rental property owners, and individuals and businesses that receive K-1s. Quarterly estimates are due every quarter for income with no related tax withholding.

$395 Flat Annual Fee

 

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Tax Notice Services

This tax service consists of reviewing and responding to Federal and state tax notices. Many clients receive erroneous tax notices claiming exorbitant amounts due. Let us respond to this notice for you to help reduce or eliminate the tax owed.

$395 Flat Annual Fee

 

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