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  • The Comprehensive Plan
  • The Foundational Plan
  • Other Accounting Services
  • Basic Fees & Services
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    • Home
    • The Comprehensive Plan
    • The Foundational Plan
    • Other Accounting Services
    • Basic Fees & Services
  • Home
  • The Comprehensive Plan
  • The Foundational Plan
  • Other Accounting Services
  • Basic Fees & Services

Tax Preparation & Bookkeeping Fees*

Personal Tax Returns

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.

Form 1040, U.S. Individual Income Tax Return

$550

State Income Tax Return

$300

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

Form 1040, Schedule C

$400

Profit or Loss from Sole Proprietorship or Single Member LLC

Form 1040, Schedule D**

$250

Capital Gains and Losses

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

Form 1040, Schedule E

$400

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


Business and Entity Tax Returns

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.

Form 1120, C Corporation

$2,000

U.S. Corporation Income Tax Return 

Form 1120-S, S Corporation

$1,500

U.S. Income Tax Return for an S Corporation

Form 1065, Partnership Return

$1,500

U.S. Return of Partnership Income 


Real Estate Tax Services

1031 Exchange

Call for quote

A 1031 exchange, also known as a like-kind exchange, is a tax-deferral strategy that allows real estate investors to sell an investment property and reinvest the proceeds into another qualifying property without immediately paying capital gains taxes. Under Section 1031 of the Internal Revenue Code, this strategy is designed to help investors defer taxes while building wealth by allowing the continuous reinvestment of profits into new properties. 

Cost Segration Study and Anaylsis

$750+

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

Real Estate Cost Basis

$300

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. 


Hourly Rates

Tax Planning and Consultations

$300.00

Representation (audits, examinations, etc.,)

$300.00

Bookkeeping

$75.00

*All fees are based on the complexity of the tax return and are subject to change at anytime

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