Tax Preparation Services

Tax Preparation and Planning

Individual and Business Taxes
State Taxes
State Franchise Taxes
Foreign-sourced Income and Taxes
Foreign Nationals Taxes (Form 1040NR)
Tax Returns of Expatriates Living Overseas
FBAR Report Preparation
Tax Planning
Tax Consultations

Representation before the IRS

IRS Notices
IRS Audits

Business Consultation Services

Business startup, including obtaining Certificate of Formation in Texas for LLC and other business structures, EIN from IRS, Sales Tax number, as well as business closure, if needed
Ongoing consultation as your business grows to reassess its needs and strategies

Our Fee Structure for tax returns

Unlike many firms we do not charge by the hour or by the form. We provide upfront pricing which means you will know and agree to our fee prior to us beginning any work or you making any commitment. Once we have all or at least all material information required to prepare the return or project we determine our fee based on your unique tax and accounting needs. This comes down to the time it will take us to prepare, review and finalize the return or project based on the complexity of the services needed. We ask for 50% of the fee prior to beginning any work and the balance when we provided you with a draft.

***Pricing subject to change, adjusted to meet individual clients unique needs and discounted when multiple services utilized. We work with all clients to determine how we can work together to meet their tax and accounting needs at a price they can afford. Fees are determined and agreed upon once ALL information is received and prior to beginning any work. Tax preparation fees do not include audit support.

We honor those who serve or have served our country and offer 20% Military Discount

Clients who are filing more than one tax return at one time receive a discount as well (example: personal and business tax returns, federal and state tax returns)

FEES EXAMPLES

New Business Set up:

$650

Price includes one 30 minutes over the phone consultation regarding which business structure would be the best fit for your business and tax advice; preparation of Articles of Organization or Incorporation, obtaining tax identification number from the IRS.

*Does not include State Fee (varies by state)

S-Corporation Election

$500

Personal Federal Income Tax Return Preparation

$220-1000

(1040 return and related statements, including cost of e-filing ). Cost depends on complexity of the tax return and forms to be filed

Personal Federal AMENDED Income Tax Preparation

$300-850

Amended 1040 return and related statements

Personal State Income Tax Preparation

$140-450

Return and all related forms, including cost of e-filing

Business (corporation, partnership) Federal Income Tax Preparation

$650-2000

1120, 1120s, 1065 and all related forms, including cost of e-filing

Tax Exempt Federal Return Preparation

$650-1700

Form 990’s and all related forms, including cost of e-filing

Sales Tax Return Preparation

$250

Per state, per filing

Payroll Federal & State Annual Return Preparation

$350

W2/W3 Filings for Up to 5 Employees ($15 Each employee over 5)

Payroll Quarterly Return Preparation

$200

Quarterly‎ 941 and Applicable State Filings – Fee is per filing for up to 5 employees ($15 each employee over 5)

Annual Federal 1099 Filing Preparation

$300

Filings for Up to 5 Contractors – ($20 each additional contractor)

Bookkeeping

$175

Monthly. Up to 30 invoice or bank statement transactions. Contact us to get more detailed price quote for your specific type of business and volume.

Tax consultation (an appointment is required)

$240

Cost is per 30 min, or $320 per hour

Federal or State Correspondence, IRS problems resolution

$320

Cost is per hour