Tax Services

Service Description

Taxes can leave your head spinning, let me help. I ensure accuracy and compliance with the latest tax regulations. If you are not sure what deductions you qualify for or how to minimize your tax liability, I can help. If you have a complex return and don't know where to start, I can help with that too. Booking is for a 30 minute initial consult where I can understand what service you need: tax planning, advice about specific transactions or circumstances, or return preparation. Service Pricing Service pricing is based on the complexity of the request and how many hours the service will require. After the initial consult I will send you an engagement letter with pricing. For Tax Return Preparation for individuals, my minimum price is $300, and I charge $300 per hour beyond the first hour. For Tax Planning, I offer a subscription service of $300 per month for individuals that include tax return preparation as well as regular tax planning advice. For Tax Consultations (questions), my pricing is $300 per hour billed in half-hour increments (so, if easy 30 minute question, $150.) With the exception of subscriptions which are billed monthly, I estimate all costs up front and require payment at signing of the engagement letter, excess hours above estimate will be billed at hourly rate.