Services
Services We Offer
We handle tax matters of any complexity — individual or business, single-state or multi-state. We prepare returns that include RSU income, investment portfolios, rental properties and other specialized items, and we serve U.S. residents, non-residents and expatriates alike. We also manage multi-year cleanup projects, provide year-round tax planning, and can notarize documents in-house.
01
Individual Tax & Personal Financial Services
- Individual Tax Preparation$225–$500 (based on complexity)
- Financial & Estate Planning$200/hour
- FBAR (FinCEN 114)$150 each
02
Business Tax & Compliance Services
- Corporate, Partnership, Trust, Estate & Not-for-Profit Tax Returns$300–$400 (based on complexity)
- Sales & Use Tax Filings$50 per quarter
- Payroll Tax Filings (Quarterly Only)$75 per quarter
- 1099-NEC & 1099-MISC Preparation$25 each
Accounting & Bookkeeping Services
Description- Bookkeeping ServicesStarting at $300/month
- Financial Statement Preparation (Income Statement & Balance Sheet)$200–$300 per statement
- Attestations of Income (for Banks or Landlords)$150
Audit, Assurance & Advisory Services
Description- Financial Statement Audits, Reviews & CompilationsPlease inquire
- Agreed-Upon Procedures & Attestation EngagementsPlease inquire
- SOC 2 Audits & Attestations (Type I & Type II)Please inquire
- Forensic Accounting & Litigation SupportPlease inquire
05
Business Formation & Advisory Services
- Business Formation (LLC, S-Corp, C-Corp & NFP in any state)$300 + applicable state fees
- Advisory Services$200/hour (rate varies by topic)
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Specialized Professional Services
- Expert Witness Services$500/hour
- Notarization$2 per signature (per state law)
IRS Certified Acceptance Agent (CAA) Services
Description- New ITIN Application (Form W-7 + CAA Document Authentication)$500
- ITIN RenewalPlease inquire
- Form W-7 Preparation & Documentation ReviewPlease inquire
- CAA Document AuthenticationPlease inquire
- ITIN Correspondence & Follow-UpPlease inquire
Not sure which service you need?
Depending on the case, we offer an hourly rate or a flat rate. Tell us about your situation and we’ll recommend the right approach.