Know the Scope and Price Before Work Begins
Every engagement is priced on the filings required, the condition of your records, and the years involved. You receive a written flat-fee proposal, covering the services included and your total fee, before preparation begins.
Tax Preparation Pricing
The amounts below are starting fees for straightforward engagements with complete records. Your written proposal identifies the returns, forms, and services included before any work begins.
Individual Tax Returns
For individuals with wages, investments, retirement income, dependents, itemized deductions, and other standard federal tax matters.
Self-employment, rentals, multiple states, cryptocurrency, prior-year filings, amendments, and foreign reporting are priced separately.
Active Business Tax Returns
For operating S corporations and partnerships with complete and reconciled records.
Pricing depends on business activity, number of owners and states, bookkeeping condition, and additional filing requirements. Dormant or limited-activity entities are quoted separately.
Small business tax servicesInternational Individual Tax
For U.S. taxpayers with foreign income, accounts, assets, pensions, gifts, or a nonresident spouse.
The required forms and filings are confirmed in the written proposal. Foreign entities, trusts, partnerships, investment funds, and delinquent filings are priced separately.
International tax servicesInternational Entity and Trust Reporting
For foreign corporations, partnerships, disregarded entities, trusts, and related U.S. information reporting.
Pricing depends on the structure, ownership, transactions, records, required forms, and years involved. The underlying Form 1040 is priced separately.
Crypto Tax Preparation
Crypto pricing depends on the number of exchanges and wallets, transaction volume, record quality, missing cost basis, and the types of activity involved. Your proposal will state whether transaction reconciliation, tax reporting, and the underlying individual or business return are included.
Essential
For relatively straightforward activity involving one or two exchanges or wallets, complete records, and limited sales, trades, staking, or transfers.
May include basic reconciliation and preparation of Form 8949 and Schedule D when specifically listed in the proposal. The underlying Form 1040 or business return is priced separately unless expressly included.
Advanced
For multiple exchanges or wallets, higher transaction volume, staking, airdrops, NFTs, missing or inconsistent records, and moderate cost-basis cleanup.
Pricing depends on the amount of reconciliation, transfer matching, basis correction, and tax-form preparation required. Amended returns, foreign reporting, and significant prior-year reconstruction may require additional pricing.
Complex
For extensive DeFi activity, many wallets, incomplete transaction history, foreign exchanges, major cost-basis reconstruction, multiple tax years, amended returns, or examination support.
These engagements generally require a detailed assessment before a final scope and fee can be confirmed.
Crypto tax engagements vary widely. Fees depend on the completeness of the records and the work required to produce supportable tax reporting. Missing data, unsupported cost basis, prior-year corrections, foreign accounts, and extensive DeFi activity may materially increase the fee.
Pricing Confirmed After an Initial Assessment
Straightforward matters may be quoted after a brief intake review. Complex international, crypto, delinquent filing, trust, and entity matters may require a paid assessment before a final proposal can be issued. When stated in writing, the assessment fee may be credited toward the accepted engagement.
State, International, and Advisory Pricing
Published starting prices for common specialized engagements. Broader or recurring work is a custom fixed fee confirmed in writing.
Sales Tax Nexus Screening
A focused single-tax, single-business threshold screening, credited toward a related engagement begun within 60 days.
Comprehensive Nexus and Exposure Study
A full nexus and exposure review; broader scope is custom priced.
State Tax Voluntary Disclosure Representation
Per state and tax type. Covers the disclosure application, state coordination, and closing confirmation.
Complex or Combined Voluntary Disclosure
Per state, for combined taxes, significant exposure, or materially complex facts.
Five or More States
Priced to the actual scope. No percentage discount is advertised.
Streamlined Offshore Procedures
Domestic or foreign procedure, driven by the number of returns, FBARs, accounts, and forms involved.
Foreign-Owned U.S. Business Compliance
A defined base filing. Additional returns, bookkeeping, prior years, state filings, and ITIN work may increase the fee.
S Corporation Reasonable Compensation Study
Comparable research and a written compensation conclusion for the tax file.
The following are quoted as a custom fixed fee or custom monthly fixed fee based on scope: ongoing sales-tax compliance, sales-tax audit and notice representation, product taxability studies, FIRPTA, quarterly tax planning, pass-through entity tax (PTET) planning, estate and trust returns, payroll setup and compliance coordination, advisory bookkeeping, real-estate investor tax, material Form 1099-DA reconciliation, and R&D expensing review.
- Final pricing depends on scope.
- Historical returns, bookkeeping cleanup, state registrations, tax calculations, and ongoing filings may be separate.
- A published starting price is not a promise that every engagement qualifies for that minimum.
- All pricing is confirmed in writing before work begins.
What Affects Your Final Fee
Starting prices apply to straightforward engagements with complete and organized records. Your final fee reflects the returns, forms, years, and supporting work required for your actual situation.
- Multiple tax years or delinquent prior-year filings
- Incomplete, unreconciled, or disorganized records, including bookkeeping cleanup
- Multiple businesses, rental properties, owners, states, or countries
- Foreign income, accounts, assets, entities, trusts, pensions, or investment funds
- Cryptocurrency reconciliation or missing cost basis
- Missing documents or transaction history
- IRS or state notices, additional research, elections, disclosures, or uncertain filing positions
- Expedited or compressed deadlines, when capacity allows
These factors do not automatically increase the fee. They are what we review before confirming your written flat-fee proposal.
What Your Engagement Generally Includes
Your written proposal controls the scope of the engagement. Unless stated differently in that proposal, tax-preparation engagements generally include the following for the agreed returns and forms.
- Review of the tax documents and information you provide
- Preparation of the returns and forms specifically listed in the proposal
- Electronic filing when available and authorized
- A copy of the completed filing
- Reasonable questions about the returns prepared
- Written confirmation of the scope and flat fee before work begins
Services Quoted Separately
The following services are not included unless they are specifically listed in your written proposal.
- Bookkeeping, cleanup, reconciliation, or financial-statement preparation
- Reconstructing missing records or transaction histories
- Tax planning or advisory services
- Substantive notice responses, notices unrelated to returns we prepared, and audit or examination representation
- Payroll corrections, filings, or cleanup
- Additional tax years, entities, states, returns, or forms
- Amendments resulting from information received after completion
- Extensive research or written technical analysis, and expedited work
How Flat-Fee Pricing Works
We first determine what must be filed and what supporting work is required. You then receive a written proposal before preparation begins.
Tell Us About Your Situation
Schedule an introductory consultation and provide the basic details requested about your tax situation.
We Confirm the Required Scope
We identify the tax years, returns, forms, disclosures, and supporting work needed based on the information provided.
Receive a Written Proposal
Your proposal explains the services included, the information we need, the total flat fee, and any payment terms before work begins.
Work Begins After Acceptance
Preparation begins after the proposal is accepted, the engagement letter is signed, and any required initial payment is received.
Pricing Questions
Are the prices shown guaranteed?
Do you charge by the hour?
Does the international starting fee include my Form 1040?
Does crypto pricing include transaction cleanup?
Can you prepare prior-year or amended returns?
When is payment due?
Is the introductory consultation free?
Start With a Clear Scope and Price
Tell us about your tax situation and we will determine the appropriate next step. You will receive a written scope and price before preparation begins.