Business Services Fee Schedule

As of May 2018


TAX RETURNS

FREE e-filing. Includes Federal and 1 State tax return. Payment must be received prior to E-filing.


Short Form (standard deduction.                                 $90

Long form (itemized deductions)                                 $200

Tax return for each additional State                              $25

Amendment (tax return with us)                                   $50 per year

Amendment (done by another preparer)

- Itemized                                                                       $200

- Short form/Standard deduction                                   $90

- Business                                                                      Same as regular tax return

1099-MISC                                                                   $250

Sole proprietorship/DBA                                              $400-$1,000 depending on complexity and time spent

Business- Rental Real Estate on Schedule E                $250 for 1 rental

                                                                                      $50 each add'l. rental

Business- LLC/Partnership with Schedule K-1

- Books are well put together                                        $500-$1,500

-We don't do other calculations at all                            $500

- We have to do calculations                                         $800-$1,500 depending on complexity and time spent

   Books unorganized

Business- C Corporation / S Corporation

- Books are well put together                                        $500-$1,500

-We don't do other calculations at all                            $500

- We have to do calculations                                          $800-$1,500 depending on complexity and time spent

   Books unorganized

Estate (Death Tax)                                                         $750-$2,000 depending on complexity and time spent

Trust (Fiduciary)                                                            $750-$2,000 depending on complexity and time spent

Plus $15 for each beneficiary on Schedule K-1


AUDIT ASSISTANCE such as reviewing and               $50-$250 depending on complexity and time spent.

responding to an IRS CP-2000 "Notice of                       FREE if mistake is from us

Propose Assessment" or other tax agency matters 

(BOE, FTB, EDD or other) that require written 

replies or telephone resolution.

AUDIT PREPARATION/ ASSISTANCE                              $100/hour for each staff assisting full time with the preparation.

Preparation of documents to prove against 

IRS/State tax audit


CONSULTATIONS (Tax, Retirement, Financial, Legal Documents or Business matters)

First 1 hour (Office, Phone or Email)                               FREE

Thereafter, per hour in 30 minutes increment                   $150/hour, $75/30 minutes

Business start-up consulting (extensive                            $300 minimum retainer fee

document preparation to be submitted to 

various Federal and State agencies as part 

of the permit process)

NOTE: Information provided to us during Tax Return Preparation is Confidential but subject to subpoena, whereas Tax Planning and Business Consultations are

“Privileged Communications” not subject to subpoena.

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INCORPORATION /LLC /DBA FORMATION

CORPORATION

A) Comprehensive Package                                                 $1,250 minimum retainer 

All Secretary of State fees,

Preparing standard form: Documents Articles of Incorporation and/or Operating Agreement for an LLC, and By-Laws

Obtaining Federal and State Employer ID numbers,

Hosting and acting as Secretary for your First Meetings of Shareholders & Directors,

Filing initial Statement of Information (regarding Officers & Directors),

Helping you through the tax decision of how to structure your business for filing.

1 year of Registered Agent service.

B) Basic Package

Articles of Incorporation Corporate By-Laws                           $600 plus filing fee

Filing with Secretary of State

Includes State filing fee

LLC/PARTNERSHIP                                                                   $500 plus filing fee

Includes State filing fee ($70)

Partnership Agreement

Forms required to be filed by State

DBA (Fictitious Business Name)-sole proprietorship                   $350

Includes County filing fee                                                         

Notarization up to 1 registrant

Publication for 4 weeks

1 hour of consultation

Statement of Information filing                                                      $25 excludes SOS fee of $25 paid by client