Tax preparation fees start at $450 and vary based on the complexity of your return and the professional time required to prepare, review, and finalize it. As a CPA, I follow strict standards to ensure every position on your return is accurate and well‑supported. Your fee will always be clearly communicated and agreed upon before any work begins. Once I’ve received all required information, I’ll prepare a draft return for your review. After you approve the draft and take care of payment through the client portal, your return will be e‑filed.

Estimated Fees for Federal Return Preparation & E-Filing:

• Individual (Form 1040) Tax Return (Wage / Retirement Income): $450 - $950+

• Individual (Form 1040) Tax Return  with (Business / Rental Income): $750 - $1500+

• Business (Corporation, S-Corporation, Partnership, Multi-Member LLC):  $1,750 - $3,000+

• Nonprofit Organizations: 990-N (gross receipts <$50,000): $500 flat fee | 990-EZ  / 990 long form: $900 - $2,000+

• Fiduciary (Form 1041) Tax Return (Trust/Estate): $800 - $1,500+

Tax return preparation ensures compliance. Tax planning goes further—it's about strategy. The IRS doesn’t expect you to pay more than the law requires, and smart planning helps you take full advantage of every opportunity to reduce your tax burden while staying aligned with your financial goals.

I offer proactive tax planning and advisory services designed to optimize your tax position. Depending on your needs, we may explore:

• Income splitting and timing strategies

• Accelerated depreciation and asset planning

• Business entity selection and restructuring

• Charitable giving and contribution planning

• Other tailored strategies based on your goals

• Fixed-Fee Projects — Targeted planning engagements start at $750 per project. Ideal for one-time reviews or specific tax-saving opportunities.

• Annual Tax Support Package — Comprehensive service includes tax return preparation plus ongoing planning and advisory support throughout the year. Packages start at $350/month.

Whether you're tackling a one-time challenge or building long-term financial strength, I provide tailored support through fixed-fee projects and ongoing advisory services—designed to deliver clarity, impact, and value.

• Fixed-Fee Projects — Each engagement is scoped to your goals and priced based on time commitment and deliverables.  Starting at $1,250 per project.

• CFO Advisory Service — For  small business owners looking for a strategic partner and high-value impactful guidance to build a resilient, valuable, and thriving enterprise.   Starting at $2,000/month.