Professional federal and state tax preparation for individuals, families, professionals, retirees, investors, and taxpayers with more complex filing situations.

Standard Individual Tax Return — Form 1040

Starting at $350

Common situations include:

• W-2 wages

• Retirement and pension income

• Forms 1099-R

• Social Security income

• Interest and dividends

• Dependents

• Common deductions and credits

State return: starting at $75 additional

Investments & Equity Compensation Return

Starting at $500

For returns involving:

• Brokerage accounts

• Capital gains and losses

• RSUs / restricted stock units

• Equity compensation

• Additional investment reporting

Amended Individual Return — Form 1040-X

Starting at $450

Review and correction of previously filed federal and applicable state tax returns.

Nonresident U.S. Tax Return — Form 1040-NR

Starting at $650

Nonresident, treaty, dual-status, multistate, and additional international matters are reviewed individually before engagement.

Tax preparation for qualifying owner-operated businesses with reasonably organized and complete financial records.

S Corporation — Form 1120-S

Starting at $1,000

May include:

• Federal Form 1120-S

• Shareholder Schedule K-1s

• Basic balance-sheet review

• Shareholder tax coordination

• Officer compensation considerations

Partnership — Form 1065

Starting at $1,000

May include:

• Federal Form 1065

• Partner Schedule K-1s

• Capital-account review

• Allocation considerations

C Corporation — Form 1120

Starting at $1,000

For qualifying small and owner-operated corporations.

Business + Owner Tax Package

Custom Quote

Coordinated preparation of your business tax return and personal individual income tax return.

Important note:

Business-return pricing assumes reasonably organized records. Bookkeeping cleanup, unreconciled accounts, missing financial statements, multistate filings, complex ownership, or unusual transactions may require additional fees.

Taxes should not only be considered when it’s time to file. Planning can help you understand your expected tax position and make more informed decisions throughout the year.

Tax Projection & Estimated Tax Review

Starting at $300

Review of projected income, withholding, estimated payments, and other relevant tax factors.

Complex business-owner projections:

Starting at $500

Paycheck & Withholding Checkup

Starting at $175

Review current paystubs and federal/state withholding to evaluate whether you appear reasonably on track for the year.

Retirement & RMD Tax Planning

Starting at $250

Tax-focused planning involving:

• Required Minimum Distributions

• IRA distributions

• Pension income

• Retirement withdrawals

• Tax withholding

• Estimated payments

RSU Tax Planning

Starting at $300

Tax-focused analysis of:

• Restricted stock units

• Payroll reporting

• Withholding

• Estimated taxes

• Capital-gain considerations

529 Education Tax Planning

Starting at $225

Tax guidance related to contributions, distributions, qualified education expenses, and related education-tax considerations.

Received a tax notice, dealing with an unresolved issue, or need specialized tax reporting? We’ll review your situation and help determine the appropriate next step.

IRS or State Notice Review

Starting at $250

Review of:

• Tax notice

• Relevant tax return

• Available supporting information

• Recommended next steps

IRS Account Review & Representation

Starting at $500

May include:

• IRS transcript analysis

• Tax-account research

• Practitioner communication

• IRS correspondence

• Form 2848 Power of Attorney when appropriate

Penalty Abatement & Refund Claims

Starting at $500

May include:

• Penalty analysis

• Reasonable-cause review

• Supporting documentation

• Form 843 where applicable

• IRS follow-up

Complex matters:

$750+

FBAR / FinCEN Form 114

Starting at $250

Includes up to five reportable foreign accounts.

Form 3520

Starting at $500

Form 3520-A

Starting at $500

Selected international matters are accepted only after individual review.

IRS Address Change Assistance

Starting at $150