ENROLLED TO PRACTICE BEFORE THE INTERNAL REVENUE SERVICE

Tax Preparation and Planning -Sample Fees

Includes Federal and CA State efiling fees, if applicable) 

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-
Minimum $95.  Additional $125 per hour after the first ½ hour.

An individual or working couple with children, with little interest and dividend income

Minimum $175.  Additional $125 per hour after the first 1 ½ hours.

An individual or working couple with children, with interest and dividend income,
 home mortgage and itemized deductions -
Minimum $250. Additional $125 per hour after the first 1 ½ hours.

The above sample with one sole proprietorship or Schedule K1-

Minimum $325. Additional $125 per hour after the first 2 ¼ hours.

The above sample with moderate securities transactions-
Minimum $400. Additional $125 per hour after the first 2 ¾ hours.

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

Minimum $400. Additional $125 per hour after the first 2 ¾ hours.

Small Corporation return, Form 1120 or 1120S and California Form 100 or 100S-

Minimum $600. Additional $125 per hour after the first 4 hours.

Trust Income Tax Return. Form 1041 and CA Form 541-

Minimum $600. Additional $125 per hour after the first 4 hours.

Estate Tax Return Form 706 

Minimum $1,500.  Additional $150 per hour after the 1^st 10 hours.

Income Tax Planning Service

We charge at an hourly rate at $150 per hour.

Under 15 minutes                 $40

15 to 30 minutes                   $75

30 to 45 minutes                   $115

45 minutes to 1 hour             $150

1 hour and over                     Pro-rated at $150 per hour

Tax Representation Services
such as audits, collections (back taxes) and appeals is an hour rate of $200 per hour
with a minimum of 2 ½  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.

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