Our Fee Structure

• Our fees are based on a hybrid approach that considers both the value of services provided and the professional time spent. 

• Business tax preparation fees may vary depending on the complexity of your financials, recordkeeping, and additional reporting requirements.

Payment & Deposit Requirements

• Effective immediately, an ACH authorization form will be provided for completion.  A minimum payment, equal to the base fee for the return, is required before any work will begin.

• If services are discontinued before the return is completed, or if you choose not to use the prepared return, fees for work performed will still be due.

• View available payment options here.

Tax Extension Policy

Business entities (S-Corporations, Partnerships, Corporations, and Nonprofit Organizations) may request an extension of time to file.

• Extensions will be filed at no charge unless an estimate of tax must be calculated.

• An ACH authorization form must be completed, and the minimum fee for your return type must be paid before any extension will be filed.

• Business extensions are due by March 15th (S-Corps/Partnerships), April 15th (C Corporations), and May 15th (Nonprofit organizations with a Dec. 31st year-end).

Late Document Policy (Extensions)

To ensure sufficient time for preparation and review, all required tax documents must be provided well in advance of the extended deadline.

The following fees will apply for late documents:

• Documents received within 7-10 days of the deadline will incur a $150 late document fee.

• Documents received within 3-5 days of the deadline will incur a $250 rush processing fee.

• Documents received within 48 hours of the deadline may not be guaranteed for timely filing and will only be processed as capacity allows.

Business Tax Return Base Fee

The base fee for any business tax return is $500- $750 depending on the level of activity.

• Minimal activity business returns (no or limited transactions during the year) require the base fee of $500.

• Standard activity business returns (normal operations, multiple transactions, or more complex reporting) begin at $750.

• Nonprofit organizations filing Form 990-N are an exception, with a base fee of $300.

The base fee includes:

• Processing financial statements and tax documents

• Preparation of the business tax return

• A 15-minute review session (optional; forfeited if unused)

• One free tax question during the year that does not require research or calculations

• Electronic filing or paper filing instructions

• Secure upload and storage of tax documents via our client portal

If additional issues arise or consultation is needed, we will notify you and provide guidance on scheduling a Q&A consultation.

Business Tax Returns & Base Pricing

• Partnerships (Form 1065): $500-$750+

• S Corporations (Form 1120S): $500- $750+

• C Corporations (Form 1120): $500- $750+

• Nonprofits (Form 990): $500 - $750+; 990-N: $300

• Trust/Fiduciary Returns (Form 1041): $500 - $750+

• Single-Member LLCs (reported on Schedule C of Form 1040): See personal base rate fees.

Additional Forms & Fees

Certain tax situations require additional schedules, forms, and analysis, which may increase the final cost:

• Balance sheet reconciliation (if not provided in a clean format)

• 1099 filings for contractor payments

• Payroll tax filings (Forms 940, 941, W-2s, and state filings)

• Depreciation schedules and fixed asset calculations

• Amortization of intangible assets

• Multiple state returns

• Multiple K-1s

• Tax Return Updates after preparation

• Complex partner/shareholder distributions or basis calculations

• Audit of financial records (if books are incomplete or require clean-up)

• Foreign ownership reporting (Form 5471, Form 5472, etc.)

• Unreported income requiring reconciliation

Complex Items That May Impact Fees

Certain factors increase the complexity of your tax return and may result in additional fees:

• Messy or incomplete bookkeeping requiring significant adjustments

• Unreconciled business bank and credit card accounts

• Numerous or complex capital asset purchases/sales

• High volume of transactions requiring extra review

• Intercompany transactions or related-party loans

• Multiple locations or business entities requiring consolidation

• Business changes such as mergers, acquisitions, or dissolutions

• Significant international transactions or foreign tax considerations

• State and local tax (SALT) nexus issues

• R&D tax credits or other specialized deductions requiring extra documentation

What’s Not Included

• Corrections required due to inaccurate or incomplete information provided by the client.

• Assistance with audits/inquiries not resulting from our error

• Consultations or advice exceeding allotted time (billed at $300/hr.)

• Financial statement preparation (if required for tax return completion)

• Bookkeeping services (available separately upon request)

Tax Return Concerns

If you have concerns about your business tax liability, we offer a free 15-minute follow-up appointment to review your return. Additional consulting time is billable.

If You Owe Taxes:

If your business owes federal or state taxes and you are concerned about payment:

1. File your return and set up a payment plan with the IRS or state tax agency.

2. Make a partial payment and arrange an installment plan for the remaining balance.  This helps minimize penalties and keeps your business in compliance.