TEL: 401.374.4673
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Bristol RI - Conway NH
TYPICAL FEE SCHEDULE
I provide a variety of tax and other financial services for clients. Some are quite predictable in terms of time and cost, while others are complex or require an indeterminable amount of time. What I will deliver with every project is trust, transparency, competence and timely service. As part of that delivery, I have outlined my fee schedule below. Keep in mind that there are variables which can alter the final cost, but the list below is designed to represent the typical price for the service delivered. Sometimes the billed fee will actually be lower, and in some cases it will go higher. I will always make every attempt to inform you in advance if something will cost more than the published price. I look forward to continuing to earn your trust and your business.
TAX RETURN PREPARATION
TAX PLANNING
All individual and business returns completed will include review of the completed return with the client, answering any questions that arise after the fact, and secure cloud storage of the source documents and tax returns for at least four years beyond the filing date of the return.
Tax Planning is a service to help clients better understand their current and future tax situation. It is forward looking rather than backward accounting like the return prep process. I work on tax planning from May through December.
Individual Tax Returns
Form 1040 w/ 1 state 400.00
Form 1040 w/ 2 states 475.00
Form 1040 w/ Sch C business 700.00
Form 1040 w/ Sch E rentals 500.00
Amended Tax Returns 300.00
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Form 1041 Fiduciary 500.00
Form 706 Estate 750.00
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Business Entity Tax Returns
Form 1065 Single Member 500.00
Form 1065 Partnership 950.00
Form 1120S Corporation 1,500.00
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Additional Charges:
Quarterly Estimated Tax yearly 200.00
Additional States 1040 each 75.00
Additional States business each 125.00
Extensive Sch D entries from 125.00+
More than 3 rentals on Sch E from 100.00+
Compiling Sch C business records from 500.00+
Basic Projection 250.00
Strategic Tax Planning 1-2 Issues 450.00
Complex Tax Planning 750.00+
Basic Projection of current year tax liability – adjust income items, project withholding and present projected outcome to help with adjusting W2, 1099R withholding, or estimated payments.
Strategic Tax Plan – Tax strategies involve taking specific steps to induce a particular tax outcome, such as deferring or advancing income, ROTH conversions, using Qualified Charitable Deduction, Pass Through Entity tax payments, Gain/Loss Harvesting, implementing qualified plans, and adding family members to payroll, among others.
Complex Scenario Analysis – Complex scenario analysis may combine illustrating multiple options of impact, significant one-time events (sale of property or business, large winnings or inheritance, etc.), and potentially multi-year or multiple tax rates, to help clients optimize their tax liability over the long term.
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New Entity Setup 825.00
Accounting System Setup from 2,200.00+
Annual Report Filing* 175.00
Annual 1099 Filings 200.00+
Sales Tax Filing ea 150.00
Payroll Setup from 1,375.00+
Records compilation 150.00/hr
Trial Balance/GL Entries 275.00/hr
Prepare Financial Statements 275.00/hr
* plus state fees
BUSINESS SERVICES
RETIREMENT PLANNING
Baseline Retirement Analysis 2,750.00
Comprehensive Retirement Plan 5,500.00
Annual Review Meetings (1-3 mtgs) 1,200.00
Investment Reviews 2,500.00
Limited Engagement Project (hourly) 275.00