Individual Tax Preparation and Compliance

Our team of tax preparers will help you pay the lowest amount of tax allowed by law. They will quickly and accurately complete your return and discuss the results with you before you leave the office if you desire. Or, you can drop off or mail your information to us and we will discuss the results with you in person or using other means.

Our income tax return preparers have an average of over 25 years of experience preparing income tax returns. Our preparers are all Certified Public Accountants or IRS Enrolled Agents, who are all employees of our company. All of the preparation, data management, and storage of your data remains in our secure facility. Every year, our licensed income tax preparers receive more continuing professional education on income tax law than is required by their licensing jurisdictions. All of the income tax returns we prepare are reviewed and signed by our preparers.

We guarantee our work. If an error occurs on your return costing you penalties or interest, we pay the penalty or interest not you.

We keep electronic copies of all of the data you provide to support your return. We can often answer IRS notices for you using the information we have on file. We also provide our clients access to all of your tax records electronically through our secure file transfer systems.

Individual Tax Return Rates
Basic individual tax return Form 1040A, Affordable Care Act compliance, e file: $150
Individual tax return Form 1040 with standard deductions or Schedule A, Affordable Care Act compliant, and efile: $450 & up
Schedule D (capital gains and losses): $100 & up in addition to 1040 fee
Schedule E (supplemental income and loss): $160 & up in addition to 1040 fee

Other Tax Services
Extension: $75
Amended Tax Return: $200 & up (per return)

Our standard fees are based on data from TY 2014 and may be higher or lower depending on your specific situation.*(see below for more information)

Tax Planning Included

There are opportunities for income tax planning that become apparent through our compliance work. We include these basic tax planning services in our tax compliance engagements for individuals – it is part of our service. There are many simple ways to lower your overall tax burden over time and we will suggest them to you as appropriate. Specific tax planning will require an additional engagement.

Business Organization Entities

We prepare federal, state, and local tax returns for businesses of all sizes. Our clients range from small sole proprietors to organizations with many millions of dollars in sales, multi-state, and international operations. Our entity tax preparers have worked with organizations in many different industries, and your tax preparer will understand your business and its industry context. We have excellent bookkeepers on our staff that are able to do any year end accounting that may need to be done so your return will be finished promptly and thoroughly.

Our team of entity income tax preparers are the most experienced people on our staff, many with over 30 years of accounting and finance experience. They will help your entity claim all of its allowable deductions and comply with all of the special rules that entities face. Often, your tax preparer has been working with your bookkeeper or accountant throughout the year and is familiar with tax issues that have arisen over time. If we provide your bookkeeping services, you are assigned a tax preparer who works with your bookkeeper throughout the year on your tax issues. If you are a tax return only client, you provide us the information needed to prepare your tax return either by droping it off at our office, mailing it to us, or transferring it through our secure file sharing portal.

Our entity preparers are all Certified Public Accountants or IRS Enrolled Agents and are all employees of our company. All of the preparation, data management, and storage of your data remains in our secure facility. Every year, our licensed income tax preparers receive more continuing professional education on entity issues in the income tax area than is required by their licensing jurisdictions. All of the entity income tax returns we prepare are reviewed and signed by our preparers.

We guarantee our work. If an error occurs on your entity return costing your entity penalties or interest, we pay the penalty or interest.

We keep electronic copies of all of the data you provide to support your return. We can often answer IRS notices for you using the information we have on file. We also provide our clients access to all of your tax records electronically through our secure file transfer systems.

Business Tax Return Rates
Schedule C: $175 & up in addition to 1040 fee
Form 1041 (fiduciary): $650 & up
Form 990 (tax exempt/nonprofit): $750 & up
Form 1065 (partnership): $945 & up
Form 1120 (corporation) or Form 1120S (S corporation): $945 & up

Our standard fees are based on data from TY 2014 and may be higher or lower depending on your specific situation.*(see below for more information)

Tax Planning Included

There are opportunities for income tax planning that become apparent through working with your entity. We include these basic tax planning services in our tax compliance engagements – it is part of our service. There are many simple ways to lower your overall tax burden over time and we will suggest them to you as appropriate. Specific tax planning will require an additional engagement.

*Factors that may increase your rate include missing records, rush charges for tax data received after March 1st (for 1065 & 1120S returns) or April 1st (for 1040 & 1120 returns), and bookkeeping required to complete the return.

Specialty Accounting

We keep up with what is happening in new industries that present special challenges. Marijuana growing & distributing is still a relatively new field for tax and self employed Uber & Lyft drivers have a whole new set of questions about how to pay tax. These new products and services are keeping it lively around here. If you have a specialty business of your own we will have a specialty solution for you.

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