Transparent Billing
Fee Structure
- Up-front billing is based on either your prior year tax return or intake interview. Fee quote will be provided with the engagement letter prior to commencement of work.
Compliance Package
For filing only — no planning or advisory
Includes:
- Preparation and filing of federal and applicable state tax returns
- Required information returns (as applicable)
- Basic email communication limited to return completion
Does NOT include:
- IRS or state correspondence
- Tax planning, projections, or strategy discussions
- Phone and Zoom consultation
- Advice on entity structure, elections, or restructuring
Correspondence Package
Filing plus limited planning and support
Includes:
- Guidance on tax-related questions connected to the filed return
- Everything in the Compliance Package
- Email review and correspondence support
- Up to one (1) hour of tax planning via phone or Zoom per year
Best for: Clients who want some planning support and help communicating about tax matters
Preferential Package
Full-service tax planning with priority access
Includes:
- Tax return preparation and filing
- Unlimited tax planning and advisory support
- Phone or Zoom calls scheduled at times convenient for the client, including evenings or off-hours
- Priority response time for emails and calls
- Proactive planning and year-round support
Additional Charges
- Procrastinator Punitive Pricing Plan:
-Adds a flat $250 to the bill for data received after September 30th. - Extension Estimates:
-Billed separately at the hourly rate. - Specialized Forms and Tasks:
-Foreign disclosures
-Foreign currency conversions and interpreting documents in other languages
-Employee stock options, cryptocurrency, and options trading
-Partnership and S-Corp basis calculations
-Manually written elections and statements
Important Notes
- Hourly rate of $200 for Bree and $120 for other staff for work done outside of what is stated in the engagement letter.
- Hourly rate of $100 for bookkeeping.
- If pricing is a concern, inquiries should be made early to avoid last-minute complications.
Request a Quote
Domestic Client
For domestic clients, please schedule a meeting with Jaelen to receive a detailed quote.
If email is preferred, kindly complete the inquiry form below.
International Client
For international clients, please book a meeting with Bree to receive a detailed quote.
If email is preferred, kindly complete the inquiry form below.
Get started?
Contact us today to ensure your tax needs are met efficiently and professionally.
