We specialize in the following:
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.
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.
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:
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.
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