Broker Check

Services & Pricing

Tax Return Preparation:

We specialize in the following:

  • Individual 1040 & all schedules
  • Estate taxes
  • Trusts
  • Partnerships
  • S-Corps
  • Reviewing & amending previous tax returns

Our fees are based on the forms required to complete your return and assume complete records in good condition. Additional bookkeeping required to complete your return will be billed hourly ($125/hour). Below are some general guidelines but prices can vary depending on the complexity of the return and the forms needed.

Basic Individual Returns: $160-350+

Advanced Individual Returns: $300-650+

Self-Employed/Rental Returns: $500 – $900+

S-Corporation & Partnership Returns: $600-2,000+

You can schedule a personal or virtual appointment HERE.  To schedule a drop-off or for scheduling questions, please call 503-286-1561.

IRS Representation:

Our enrolled agents can represent you with the IRS. If you have received a letter from the IRS or have questions, contact us for a consultation. We can advise you about options and/or provide representation. 

Initial 30-minute consultation is free. Further consultation and/or representation to the IRS is billed at $250/hour.

Schedule a consultation by calling our office at 503-286-1561.

Tax Planning & Business Consulting: $250/hour

Let us do more than prepare your taxes. Learn about tax options and plan ahead with a strategic approach. Setting up a business? We can help! We offer business consulting to help you navigate your options. Considering a rental property or other major purchase? Facing a major life event or decision? We can show you the tax implications. 

This could be the most valuable hour you spend with us.  We can help you with:

  • Setting up your business

  • Calculating estimated payments

  • Understanding self-employment taxes

  • Finding ways to reduce your taxes

  • Estimating how a rental will affect your return

  • Planning for tax implications of inheritances, divorce, early retirement distributions or other life events

Ask your tax preparer if you have general questions and he or she will let you know if you need to schedule a formal consultation.  Consultations are generally scheduled outside of tax season and prices are higher during tax time.  Schedule a consultation by calling our office at 503-286-1561. 

For financial planning please visit Summa Wealth Management.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  503-286-1561