We are often asked how much our services will cost. Since the time, effort and even the cost for us to delivery our services vary greatly, we can only provide estimates. In the case of a tax return, we can provide the best estimate by reviewing a prior year tax return. Of course, the complexity of your tax return may vary from one year to the next.  In general, we charge based on the time and an allocation of the actual and allocated cost. Please see our official pricing policies in our published Form ADV Part 2A Brochure.

2023 Hours Rates

Investment Management

Please see our Form ADV Part 2A Brochure.

Personal Financial Planning

We offer both hourly and set fee financial planning. Our hourly rate is $325 per hour with a 3-hour minimum. We also offer comprehensive planning for a fixed fee based on the complexity of your situation with fees starting as low as $4,000.

Tax Planning

We offer current year and multi-year tax planning.  For a current year projection we generally take about 3-hours which we offer at a at our hourly rate of $325  per hour. We can often run one or two alternative scenarios to highlight savings opportunities. We will also advice you on the need to making quarterly estimated tax payments. For new clients who also become tax preparation clients for the same tax year for which we provide tax planning, you can save $250 by avoiding our on-boarding fee.

Individual Tax Preparation

Our minimum fee for individual, also known as your personal taxes, income tax preparation is $595.00. The typical fee is between $750 – $1,000. We charge by the time it takes to prepare a tax return using the forms and schedules involved as a proxy for time.

Example: Married couple living with dependent children, with wage income from two employers & interest income, they itemize their deductions since they own their home with a mortgage, pay property taxes & make charitable contributions made in cash. Fee is approximately $595.

Example: Married couple living with two dependent children, with wage income from two employers & interest income, they itemize their deductions since they own their home with a mortgage, pay property taxes & make charitable contributions made in cash. The taxpayers have their children in childcare and take the child and dependent care credit. They also had investment income or sold some stock $750.

Business Income Tax Returns

Business tax returns vary considerably depending on the type of business, form of business structure, quality of record keeping, number and complexity assets involved, number of owners / partners, and the number of state filings required. In general, the minimum fee for a sole proprietor is $395, investment rental property is $250 for the first property, and $150 for additional properties, Limited Liability Company (LLC) with a single owner filing as a disregarded entity (state filing only) is $350, a partnership or corporation is $850 for federal tax return only or $1,250 with a single state return.

Example: S-Corp operating in California with single owner-employee who provides well maintained books and records in QuickBooks Online and provide accountant access. Fee is approximately $1,250.

Bookkeeping & Payroll

We offer hourly bookkeeping, as well as, fixed fee bookkeeping.  Our hourly rate is $150 / hour for bookkeeping involving the recording and classification of transactions and the reconciliation of the books to bank statement. Review, troubleshooting and problem resolutions of books is charged at $250 hour. We also offer fixed bookkeeping on a monthly or quarterly basis. We also offer payroll services as an add-on to our bookkeeping services. The fee varies depending on the ability to download transactions directly from your bank, the number of transactions, whether the cash or accrual method of accounting is used, if we are managing accounts receivables or payables, the number of employees, payroll frequency and other factors.

Example: S-Corp operating in California with single owner-employee who maintains up to three bank accounts, manages their own accounts receivables and payables. The service includes the recording and classification of transactions, bank reconciliation, quarterly and annual financial reporting, as well as, full-service payroll services for one employee. Services include a subscription to Intuit QuickBooks Online Plus and Intuit Full-Service Payroll. Fee is approximately a $750 start-up fee plus $375 per month.

What are examples of when my tax preparation fee may be higher?

• We charge an onboarding fee of $300 for new clients to spend extra time to review your prior returns and history.
• If you have a balance due and need a detailed explanation or to make payment arrangements
• Unorganized records or providing raw data needing instead of summarized information
• Additional deductions or credits
• More than a couple of W-2’s, 1099’s, stock trades
• Tax planning
• Issues requiring tax research
• If you are slow to respond to our requests as it causes us time to re-review prior work
• In general if an additional form or worksheet is required, because it takes us more time.