Tax Preparation & Bookkeeping Fees*

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All schedules and forms listed below are additional to the cost of your Form 1040 tax return fee. Fees may increase due to complexity of the return.

Fee may be higher for more complicated states (e.g. CA, NY, OH).

Profit or Loss from Sole Proprietorship or Single Member LLC

Capital Gains and Losses

If you have more than 25 stock trades, please call for a quote.

If you have more than 4 rental properties, please call for a quote.

All business tax return fees are based on the assumption that you have 'tax-ready' financial statements requiring only minor tax adjustments. Fees may increase based on complexity of the return.

U.S. Corporation Income Tax Return 

U.S. Income Tax Return for an S Corporation

U.S. Return of Partnership Income 

One of the key advantages of real estate investing is the significant tax benefits it offers. A cost segregation study can help you boost your tax savings by accelerating depreciation. However, knowing when and how to utilize this study is essential to maximize your benefits and ensure compliance during audits. 

Our expert team conducts a comprehensive analysis of your property and provides detailed documentation to cost segregation engineers, enabling them to perform an accurate study. Partner w

When buying real estate, conducting a thorough cost basis analysis is crucial. It ensures compliance with legal requirements and accurate depreciation calculations. Our expert service provides the assurance you need for a successful investment. Don't leave your financial future to chance—trust us to help you navigate the complexities of real estate transactions effectively. 

We require an upfront retainer for bookkeeping services. Flat-fee options become available after three (3) consecutive months of bookkeeping services.