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+
Initial 30-minute consultation is free. Further consultation and/or representation to the IRS is billed at $250/hour.
This could be the most valuable hour you spend with us. We can help you with:
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.
For financial planning please visit Summa Wealth Management.
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