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Whether you need individual tax or Entity Forms, estate or advisory & planning services,
we Have you covered.
Who we can help
SERVICES & PRICING
À La Carte & SERVICES
Pricing reflects licensed preparation, advisory review, and professional standards — not clerical form completion.
À la carte pricing is used when services fall outside of a package or when additional scope is required.
À la carte services and stand-alone, form filings are offered separately from packages and priced based on scope.
Note: Fees may vary depending on the level of complexity involved in service delivery and form preparation.
04 Advisory & Planning Services
01 Individual Tax Forms
02 Business & Entity Forms
03 Estate & Trust Services
À la carte services
Form 1040 ........................ $1,200
Schedule A .................... $250
Schedule B .................... $200
Schedule C .................... $750
Schedule D .................... $400
Schedule E .................... $500
Form 8949 ....................... $300
FBAR (FinCEN 114) ......... $500
Form 8938 ....................... $600
other international disclosures .................. $600+
Form 1040 ................................................. $1,200
Schedule A ............................................ $250
Schedule B ............................................. $200
Schedule C ............................................. $750
Schedule D ............................................. $400
Schedule E ............................................. $500
Form 8949 ................................................ $300
FBAR (FinCEN Form 114) .................... $500
Form 8938 ................................................ $750
Int. Information Returns ............. $1000+
Individual Tax Forms
(investments/crypto)
(per property/entity)
Form 1065 (Partnership) ............... $1,800
Form 1120S ............................................... $2,000
Form 1120 ................................................. $2,750
Each additional K-1 ........................ $250
State return (per state) ........... $400-$750
Payroll reconciliation ................ $750+
Sales tax reconciliation .......... $750+
Form 8938 ............................................... $600
international disclosures ....... $600+
Business & Entity Forms
Form 1065 ................................... $1,800
Form 1120S ................................. $2,000
Form 1120 .................................... $2,500
Each additional K-1 ...... $250
State return .............. $400-$750
Payroll reconciliation
.............................................................. $750+
Sales tax reconciliation .............................................................. $750+
(per state)
(Partnership)
Form 1041 ............................................... $1,500
Fiduciary accounting ................. $1,000+
Estate tax coordination ......... Limited
• Form 706 — starting at $3,250+
• Form 709 — $800
• Form 8971 — $500
INFO RETURNS (Forms 1099) ....... 1st $130
• Each additional form — $50
Estate & Trust Services
Form 1041 .................................... $1,500
Fiduciary accounting ............................................................... $1,000+
Estate tax coordination ........................................................... Custom
Tax strategy/planning session (90min) .. $1,800
Annual tax planning review ............................. $2,500
Quarterly estimated tax calculations
per quarter ........................................................................... $450
Entity structure or compensation review ................................................................................................................ $1,500+
Second opinion or return review ............... $750
IRS notice review & guidance ............................ $500+
General advisory (as scoped) ........................ $350/hr
Advisory & Planning Services
Advisory services are available on an à la carte basis when clients require targeted guidance, analysis, or review outside of an ongoing engagement.
Advisory services are available on an à la carte basis when clients require targeted guidance, analysis, or review outside of an ongoing engagement.
Tax strategy/planning session (90min) .......... $1,800
Annual tax planning review ............................. $2,500
Quarterly estimated tax calculations ............. $450
Entity structure or compensation review ............................................... $1,500+
Second opinion or return review ............................. $750
IRS notice review & guidance ........................ $500+
General advisory $350/hr
(as scoped)
(per quarter)
Tax strategy/planning session (90min) .. $1,800
Annual tax planning review ............................. $2,500
Quarterly estimated tax calculations
per quarter ........................................................................... $450
Entity structure or compensation review ................................................................................................................ $1,500+
Second opinion or return review ............... $750
IRS notice review & guidance ............................ $500+
General advisory (as scoped) ........................ $350/hr
