Tax Planning, Preparation & Consulting

We offer tax planning and consulting services to help you keep wealth over time. We deliver a customized plan that meets your unique needs and helps you achieve your financial goals. Whether you're an individual or a business owner we are here to help you save and minimize your tax liability over the long term. We offer the following services and base pricing:

 

• tax planning - starts at $500/quarter 

  • quarterly estimated tax payment reminders - no charge​

• tax preparation

  • 1040 - starts at $500​

  • 1120S (S-Corporation) - starts at $1,500

  • 1065 (Partnership) - starts at $1,500

  • 1120 (Corporation) - starts at $1,750

  • 1041 (Estate or Trust) - starts at $1,250

• sales tax preparation for businesses - $75 per state per filing

  • Tax Jar, Avalara, or other software setup - pricing depends on project​

• new entity setup & tax election​​

  • filing articles of organization (llc formation) - starts at $400

  • filing articles of incorporation (corporation formation) - starts at $400

  • filing form 2553 (Corp election) - starts at $400

  • consulting for new entity setup - starts at $200/hour

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