Business Tax Return Fee Structure & Policies

How Fees Are Calculated

Our fees are based on a hybrid approach that considers both the value of services provided and the professional time spent. We strive to keep fees reasonable while ensuring fair compensation for our expertise.

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

Payment & Deposit Requirements

• A $500 deposit is required before we begin work on any tax return.

• 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].

Business Tax Return Base Fee

The base fee for any business tax return is $750. This includes:
✔ Processing financial statements and tax documents
✔ Preparation of the business tax return
✔ 15-minute review (forfeited if unused)
✔ 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): $750+

• S Corporations (Form 1120S): $750+

• C Corporations (Form 1120): $750+

• Nonprofits (Form 990): $750+

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

• Single-Member LLCs (reported on Schedule C of Form 1040): $350+

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 due to inaccurate/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.