Tax Preparation & Planning Fees
Clear, straightforward pricing
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Every tax situation is different. My fees are based on the complexity of your return and the work required. Before I begin preparing your return, we'll review your situation and you'll know the fee in advance.
Tax Preparation
Fees start at $450
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For most individuals with investments or retirement income, tax preparation fees generally range from $600–$750.
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Your exact fee will be determined after reviewing your tax situation, and you'll know the fee before I begin preparing your return.
Tax Planning
Tax planning is a separate service from tax preparation.
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Tax planning is designed to help you look ahead, evaluate your tax situation, and identify potential tax-saving opportunities before year-end.
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Tax planning engagements start at $350.
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The scope and fee will be discussed before the engagement begins.
What Determines the Fee?
Your fee depends on the complexity of your tax situation and the work required to prepare your return. Factors may include:
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• Investment transactions and capital gains
• Retirement income and distributions
• Rental property
• Self-employment or business income
• Multiple states
• K-1s and other complex tax documents
• Other circumstances requiring additional tax research or preparation