Pricing
Most of us prefer transparent pricing so that we know what to expect when we get a bill. I feel that tax preparation and accounting services should be no different. Below are my billing rates for the services I offer. For tax services not specifically listed, such as resolving IRS discrepancies or mid-year calculations of estimated payments, my services will generally run $150 per hour. For accounting and bookkeeping services, the rate is per hour for all new clients. However, once we are able to establish time expectations for these services, we will switch to a flat fee and make adjustments as necessary.
I do not believe in tracking time on every phone call because I believe it discourages communication that could enable better advice in a more timely manner. However, if you expect the conversation may last longer than 15 minutes, please contact me to schedule a time to talk. If a phone call lasts longer than 30 minutes, please expect it to be charged at the meeting rate.
Meetings
Charged in 30 minute intervals
$80 per half hour
Individual Income Tax Return
Includes extension, Schedule A, up to 3 Schedules K-1, but no 1099-B Brokerage Statements
$300
Additional Individual Return Items
Additional Fees to Individual Returns
Form 1099-B Input - $25 each, Additional Schedules K-1 - $50 each, Schedule C - $100 each, Schedule E - $50 each, Schedule F - $50 each
Trust or Estate Income Tax Return
Does not include any 1099-B Input - See Additional Individual Return Rate for price
$350
Corporate Income Tax Return
Does not include bookkeeping or journal entries necessary for return, also does not include any 1099-B Input - See Additional Individual Return Rate for price
$500
Partnership Income Tax Return
Does not include bookkeeping or journal entries necessary for return, also does not include any 1099-B Input - See Additional Individual Return Rate for price
$500
Texas Franchise
Includes all necessary income and information reporting as required by the Texas Comptroller
$150
Other State Tax Returns
Includes all necessary forms and extensions
$100
Foreign Reporting
Reporting required to disclose foreign accounts in excess of $10,000 as required by law or for reporting required of partnerships and corporations with foreign ownership
$200
Amended Income Tax Return
If we review the return and either we or our client decides not to file an amended return, you will be charged the return review rate
$250
Return Review
For clients who prefer to prepare their own return, but wish to have a CPA review the return before submitting it to the IRS
$100
Gift Tax Return
Gifts in excess of the annual exclusion
$300
Estate Tax Return
Preparation of tax forms for individuals whose estates exceed the exclusion
$500
Accounting and Bookkeeping
Accounting and Bookkeeping done on a monthly, quarterly, or annual basis
$100 per hour
Financial Statement Preparation
Reporting required for banks, shareholders, potential buyers, etc based on client prepared financial information
$150