"I consulted with Maura on estate tax issues. She was able to recommend a course of action, and produce the necessary tax filings, satisfying rules for tax compliance and the beneficiaries."
~W.C., Attorney at Law
GENERAL FEE STRUCTURE
Fee is payable at the time the tax return is completed and access is provided. Payment should be made within a week of receipt and returns will not be e-filed until fees are paid in full.
Periodically, existing fees may be increased if not at an appropriate level for the value of service provided.
1040 COMPLIANCE & ADVISORY
$975 - $1900
COMPLEX
$1600 - $3200
SMALL BUSINESS
$1800 - $3600
CORPORATE
$2800 - $5600
ESTATE & TRUST
$2300 - $4600
Fee is payable at the time the tax return is completed and access is provided. Payment should be made within a week of receipt and returns will not be e-filed until fees are paid in full.
Periodically, existing fees may be increased if not at an appropriate level for the value of service provided.
1040 COMPLIANCE & ADVISORY
$975 - $1900
COMPLEX
$1600 - $3200
SMALL BUSINESS
$1800 - $3600
CORPORATE
$2800 - $5600
ESTATE & TRUST
$2300 - $4600
TAX STRATEGY
Questions & areas of concern are handled with tax engagements.
Additional support beyond tax engagement OR when a CPA-client relationship does not yet exist, will require the items below before discussing or responding to topics of interest or questions;
Questions & areas of concern are handled with tax engagements.
Additional support beyond tax engagement OR when a CPA-client relationship does not yet exist, will require the items below before discussing or responding to topics of interest or questions;
- signed Tax Strategy engagement agreement
- list of specific questions and/or areas to be addressed & results to achieve
- prior year tax returns uploaded for my review
- FBAR Filing (Foreign Bank Account Reporting)
- Small Business Startup
- IRS Representation
- Amended Returns