$520 Includes Tax Planning and any other planning of your choice. See above. 

$380 Includes Tax Planning and any other planning of your choice. See above. 

All First Year Clients will have a first time charge of $125 You might fall in between packages and that extra item will be billed separately for your convenience. 

3 Years Catch Up

$ 500.00*

* There is an initial consultation non-refundable charge of $125.00. This includes transcripts requests and Wage and Income Statements, communications with us, plus an analysis of the situation, and recommendations. If a client is not in possession of the copies of prior years' tax returns we must request them to the IRS. I could give you a credit towards the return preparation if you decide to start on one of the packages. $50.00 worth the credit. 

Any additional return that is required in between tax years has an extra charge of $180.00 this would normally cost $230.00 with the exclusion. Returns are not optional if they are a requirement to achieve compliance with the IRS and are part of a recommendation. Price includes one state preparation. Some clients might have multiple states.

- There is no package for those backed up for 2 years or less.

We reserve the right to update our charges at any time. You might be charged for other forms if you are not an employee, but hold self-employment income for example. Extra time and / or level of complexity might be charged. 

Package does not include FinCEN reporting or any offshore accounts reporting to either the IRS and BSA.  

Package 1

Simple Return

$255 Includes Tax Planning and any other planning of your choice. See above. 

*Our Personal Financial Analysis Packages Services.

Starting at $500.00* Annually. Starting as of Mid-Year

Includes:

* Retirement plan analysis,

* Insurance Planning Basics

* Estate Planning Basics

* Portfolio Investment Allocation Basics

* General Planning: towards goals

like education, buying a house,

paying off debt or just keeping

on track. ​​

Off Tax-Season Sep - Dec 

• Dependents
• More than 4 income items 
• Schedule C complex
• K1's
• Itemized Deductions or Standard (choice)
• 3 credits max
• Multiple securities 1099-B
• Sale of Assets
  
• 2555 complex form
• 1 state

Filing Prices for Overseas

Contractors - Catch UP

5 Years Catch Up

$700*

• No dependents
• up to 2 income items 
• Standard Deduction
• 1 credit max
• 2555 EZ or simple
• 1 state

Package 3

 Complex Returns

Our Tax Services 

If you have any question that requires research or a pump up on the topic while you prepare your taxes, you can direct the question to my inbox

Per Question topic $35.00 that requires research. Also, we reserve the right to change the pricing 30 days in advanced or based on the degree of complexity of the form or schedule being completed. 

7 Years Catch Up

$1000*

• Dependents
• up to 4 income items 
• Schedule C simple
• Itemized Deduction or Standard (choice)
• 3 credits max
• Multiple securities 1099-B. 
• 2555 complex form
• IRA topics like conversions, contributions, backdoor Roth. 
• 1 state

$300 with any package with a comprehensive personal financial analysis that includes all listed areas as described in our chart below*

Package 2

 Jet Return