Tax Planning & Preparation
Accurate federal and state returns for individuals and businesses, with year-round planning so filing season holds no surprises.
1040 · 1065 · 1120-S · 1120 · K-1s · equity compensation · rental real estate · multi-state
Services
How we help
A complete tax and accounting practice for individuals and businesses — straightforward or complex. Every engagement is led directly by a CPA.
IRS & State Representation
Audits, notices, penalty abatement, and appeals before the IRS and state authorities — handled directly by a CPA.
Audit defense · CP2000 notices · penalty abatement · appeals · record reconstruction
Bookkeeping & Accounting
Clean, current books, financial statements, and tax-ready records for small businesses and investors.
Monthly/quarterly books · P&L, balance sheet, cash flow · QuickBooks & Xero · payroll & 1099s
Advisory & Consulting
Guidance for the decisions that shape your tax bill — entity choice, equity, buy/sell, retirement, and estate planning.
Entity selection · equity comp · buying/selling a business · retirement · estate & trust
Final pricing depends on complexity, number of entities, number of states, record quality, and scope. Starting the intake process does not create a CPA-client relationship.
Annual Memberships
Three ways to work together, year-round
Fixed annual fees, good-better-best. Every membership includes your tax return — pick the level of planning and support you want alongside it.
Accepting a limited number of new clients for the 2026 filing season.
Core Compliance
The essentials, on one fixed annual fee
from $1,500/yr
- Complex 1040 preparation
- Quarterly estimated tax calculations
- Secure client portal
Most popular
Planning + Compliance
Compliance plus real planning — most popular
from $3,000/yr
- Everything in Core Compliance
- Mid-year tax projection
- Two strategy sessions per year
- Equity-comp / K-1 planning
Business + Personal
One CPA for the business and the owner
from $5,400/yr ($450/mo)
- Entity return + individual return
- Payroll coordination
- Quarterly planning
Return Preparation
Recent typical engagements
Prefer prep without an annual membership? Here is what recent, comparable engagements have run. Anonymized examples from recent client work — your quote depends on your own situation.
$1,750
Tech professional
RSUs/ISO exercise, two states
$2,900
Investor
8 K-1s, brokerage accounts, CA + two nonresident states
$2,200
Rental investor
Three rental properties across two states
$3,200/yr
S-corp owner
Business + personal returns bundled
Business & entity returns
S-corp (1120-S)
Clean books, single state — most run $1,500–$2,500
Partnership (1065)
2–3 partners, single state
Multi-state or special allocations
Additional states or non-standard allocations
Investment / real-estate partnerships & syndications
Custom scope
Add-on schedule
Additional K-1
$150–$400 each
Additional state
$250–$400 each
Rental property
$250 each
FBAR / 8938
from $250
Amended return
from $750
$1,500 minimum for tax return engagements; representation matters scoped separately (notice responses from $750).
Engagements are typically prepaid once scope is agreed.
Want a deeper look first? The Tax Return Review & Planning Session is $500 — 60 minutes, including a review of your prior-year return. Credited toward your engagement if you move forward.
Get Started
Not sure which service you need?
The simplest first step is a short consultation. We'll talk through your situation and point you to the right starting place.