Our fees vary depending on the complexity of the tax situations or tax planning issues. 

For Income Tax Preparation we charge by the form -- the more complex the returns, the more forms involved, the more time and attention required and the higher the fee. 

For Income Tax Planning service we charge at an hourly rate at $100 per hour. 

Our fee for Tax Representation services such as audits, collections (back taxes) and appeals is an hour rate of $125 per hour with a minimum of 4-hours or $500.  We bill in advance for additional hours in three-hour increments.  We will refund any hours not used at the end of the engagement. 

For new clients, we require at least the most recently filed federal and state returns.  If applicable, we will review up to the three most recently filed federal and state income tax returns at no charge.

We will recommend preparation of an amended tax return if we can identify sufficient additional tax deductions to warrant the expense (or if we determine there was unreported income or other tax items required to be reported). 

Please contact us if you want to use our service, so that we can send you the tax-data organizer (new Client).  Once we receive your tax information, we will prepare an estimate of the tax preparation fees based on the forms it appears to be required.  Then you decide whether you want us to proceed with preparing your tax return.

Once we receive your filled-in tax data organizer, we can prepare an estimate of the fees for tax preparation based on the forms it appears your tax preparation will require.  You decide whether we proceed with your tax return preparation.

In payment we accept checks, money orders, Visa or MasterCard.  

Samples of Fees Ranges for Various Tax Returns  for Federal & State

These fees are broad ranges.  Your fees will be based on the complexity of your tax returns. 

Individual or a couple with W-2s only.-
$75 - $125  

An individual or working couple with children, with little interest and dividend income
$150 - $200 

 An individual or working couple with children, with interest and dividend income, home mortgage and itemized deductions - $225-$500 

The above sample with one sole proprietorship -$300 - $550 

The above sample with moderate  securities transactions - $375 - $500 

An individual or Couple with one-to-four residential rental properties -$375 - $600

Small Corporation return, Form 1120 or 1120S and California Form 100 or 100S. - $400 - $600