Business Services Fee Schedule

As of May 2018


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

Short Form (standard deduction.                                 $100

Long form (itemized deductions)                                 $200

Tax return for each additional State                             $30

Amendment (tax return with us)                                   $50 per year

Amendment (done by another preparer)

- Itemized                                                                                $200

- Short form/Standard deduction                                 $100

- 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 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 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                        $200/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.




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