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

Filing Prices for Overseas

Contractors - Catch UP

Package 2

 Jet Return

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

Package 3

 Complex Returns

$300 with any package for all areas of planning above.

* 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.  

Tax Packages & Financial Planning

  • 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

$230 Includes Tax Planning and any other planning of your choice. See above. 

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. 

Package 1

Simple Return

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

3 Years Catch Up


$ 500.00*

7 Years Catch Up


$1000*

5 Years Catch Up


$700*

  • 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

​​Our Zero Plus Program helps low to moderate-income clients manage their credit score, and helps them create a savings plan, along with education planning. Once the situation is improved a client can move up to the above category of planning.

Reviewed once a year.  

*Ask for the first-year client discount. 

Our Financial Planning Packages Services.

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

Includes:

* Retirement plan analysis,

* Insurance Planning Basics

* Estate Planning Basics

* Investment Planning Review

* General Planning: general goals

like education, buying a house,

paying off debt or just keeping

on track. ​​

*Not during Tax-Season.