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Individual Taxes



Download our FREE tax organizer for all new clients!  It's located under "Tax Services".

For individual tax returns, we competitively offer a simple fee range of $450 to $800.  Think of our fee range as easy, medium, and hard.  Having said that, we try to maintain historical fees for returning clients...but that is not synonymous with fees never increasing.  Our amazing staff of accounting professionals is impacted by the increased cost of living just like anyone else.

Your tax preparation fee is not dependent on the number of forms used to prepare your tax returns.  That's old school.  Rather your fee will depend on the amount of time required to accurately and comprehensively prepare your tax returns.  Let's not forget basic disorganization, advanced disorganization, disguised organization and misrepresented organization which can all increase your tax preparation fee.

Our fees are an attempt to coincide with the expected time spent.  You can help by being organized and using our tax questionnaires which are sent to every client in January or February (at the latest).  Unlike other accounting firms, we are comfortable giving solid price quotes and guaranteeing our work.  We've been doing this for a while, and we know what it takes.

Taxable events that might increase preparation time include:

  • Multiple juristictions (states and cities)
  • Rental properties, property sales, AirBNB and VRBO
  • 1031 like-kind exchanges
  • Small businesses (Schedule C's) and home office deductions
  • Sale of primary residence
  • Stock and other asset sales
  • Day trading and mark-to-market rules
  • K-1 income and/or K-1 dispositions
  • Debt cancellation
  • Non-US citizens

Books a Mess? No Problem!

If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.

If you'd like to receive more information about our Individual Tax Preparation Service, please complete this form.

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