Our billing rates are competitive. For all non-tax return engagements, we require an engagement letter to be signed. Ordinarily we require a retainer of at least $1,500. However, where IRS Collections is involved and where a levy is potentially possible, the retainer is ordinarily at least $2,000. We invoice monthly, and charges are applied against the retainer.

Our rates for basic individual tax returns ordinarily start at $250, and the fee increases with their complexity. We charge extra for returns that require extensive detail work (for example, large amounts of stock and securities transactions or substantial amounts of expense items pertaining to Schedule C businesses), as well as where legal issues require research. Many of our clients avail themselves of the opportunity to reduce these additional charges for accounting work (as opposed to tax preparation) substantially by using a bookkeeper or doing the work themselves. Depending on the amount of compiling and accounting work that we must do, returns typically range to $300 or $400 and more.

Corporate and LLC (Partnership) returns typically start at $600, except for the simplest of returns and often exceed $750 or $1,000. Again, we encourage our clients to avail themselves of the opportunity to reduce these additional charges for accounting work (as opposed to tax preparation) by using a bookkeeper or doing the work themselves.