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Investment

Fees Based on Complexity,
Not Volume

We do not compete on price. We compete on depth of service, quality of advice, and the accuracy of what we file. Our fees reflect the level of attention and expertise each engagement requires.

"We are not the right fit for clients looking for the lowest-cost tax preparation option. We are built for clients who value accuracy, strategy, clear communication, and proactive guidance — and who understand that those qualities have a corresponding fee."

Starting Fees by Engagement Type

All fees are confirmed in the engagement letter after the initial consultation. Complexity, number of states, and scope of advisory involvement determine final pricing.

Compliance

Individual Tax Return

$850+
Starting fee — complexity-dependent
  • Form 1040 with standard schedules
  • Capital gains and investment income
  • One state return included
  • Position documentation
  • Delivery review call
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Compliance

Partnership / LLC Return

$1,500+
Starting fee — K-1 count dependent
  • Form 1065 with K-1s
  • California return included
  • Capital account maintenance
  • Special allocation review
  • Coordination with personal returns
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Advisory

Tax Planning Engagement

$1,500+
Standalone or bundled with compliance
  • Year-round advisory access
  • Mid-year projection call
  • Q4 year-end planning session
  • Estimated tax coordination
  • Written planning summary
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Advisory

Entity Structure Review

$750+
Per project
  • Current structure analysis
  • Tax cost comparison across scenarios
  • Written recommendation memo
  • S-Corp election modeling
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Advisory

Advisory Packages

Custom
Quoted after consultation
  • Multi-entity and family office situations
  • Clients with complex, multi-faceted needs
  • Year-round advisory retainer
  • Includes all compliance and planning
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Fees for multi-state returns, complex equity compensation situations, prior year amendments, and engagements requiring substantial research or documentation are quoted based on scope. All fees are confirmed before work begins.

Accurate Returns. Proactive Planning.
A CPA Who Understands Your Situation.

The consultation is the right place to discuss scope and confirm your fee. Submit an inquiry to get started.

Schedule a Consultation