| Individuals |
|
Federal Income Tax
Returns
State Income Tax Returns |
Flat fee based on
complexity |
Tax Consulting &
Planning
Personal Financial Statements |
Hourly |
| Businesses |
|
Federal Income Tax
Returns
State Income & Franchise Tax Returns
State Sales Tax Returns
Federal & State Payroll Reporting-
Quarterly & Annual
Bookkeeping up to Trial Balance-
Monthly & Quarterly
QuickBooks review & analysis
(including adjustment entries)-
Quarterly & Annually
Compiled or Reviewed
Financial Statements |
Flat fee based on
complexity |
Tax Planning &
Consulting
General Business Consulting |
Hourly |
| Not-for-Profit, Estates &
Trusts |
|
Bookkeeping
Federal Tax Returns
State Reports as Required |
Hourly |
| IRS
representation provided as needed. |
|
When up to six months data is submitted for bookkeeping, accounting,
or financial reports, a retainer of $500 is requested; over six
months requires 50% of estimated cost. Work is generally billed as
completed. Tax returns are also billed as completed unless
substantial work is required. |