Preparation of Tax Returns
We prepare state income tax returns for all 50 states and federal tax returns for C corporations, S corporations, partnerships, estates, trusts, not for profits, LLCs and individuals. We have clients in over thirty states. While we specialize in preparing real estate related tax returns, we deal constantly with issues related to investors, such as real estate professional elections, buying / selling, cancellation of debt, and section 1031 exchanges. In addition to real estate professionals, we also provide tax preparation services for manufacturers, distributers, service organizations, professional service providers and a whole host of other types of businesses and business owners.
Since many taxpayers have different reporting requirements, it is difficult to offer a firm quote for our services without understanding your unique circumstances. In most cases, after a free consultation and review of your records, we will be able to better estimate our fees for services. Usually an engagement letter outlining our services and fees will be sent to new clients.
“Any tax preparer that offers a guaranteed rate for services without looking at the work to be done has either increased the fee to allow for any contingencies, will limit their time dealing with unexpected complex issues, or will find a way to justify increasing the fees.”
Tax Planning and Other Services
We often meet with our clients to discuss alternative legal structures, tax plans, business owner compensation and draws (W2 vs. Form 1099), retirement plans, estimated tax payment calculations and many other issues related to future tax liability. While some advice is included as part of the tax return preparation services, often clients want to discuss these issues related to future tax events. A separate meeting is normally held to host these discussions. Click the button below to get a head start on this process.
Fees for most corporate returns prepared in our office range from $750 – $5,000. Fees for most individual returns range from $500 – $7,500. Tax planning and other consulting services are billed at an hourly rates up to $250 per hour, depending on the complexity and services provided. Payment in full for services rendered is required before tax returns are delivered and upon completion of the engagement.
“We now accept credit card payments through our portal as a convenience to our clients.”