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Individual Tax Planning & Preparation

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For individual tax returns, I competitively offer a simple fee range of $300 to $650. Before you freak out and swipe left, my fee includes August financial tune-ups including my expertise in complicated tax matters. Think of the fee range as easy, medium and hard. Having said that, I try to maintain historical fees for returning clients.

Your tax preparation fee is not dependent on the number of forms used to prepare your tax returns. That’s old school. Rather your fee will depend on the amount of time required to accurately and comprehensively prepare your tax returns. Let’s not forget basic disorganization, advanced disorganization, disguised disorganization and misrepresented organization which can all increase your tax preparation fee.

I only have time on this earth to sell, and I cannot inventory it nor is it refundable. Therefore, my fees are an attempt to make it worth the expected time spent away from my family. You can help by being organized and responding to requests promptly. Unlike other tax accounting firms, I am comfortable giving solid price quotes and guaranteeing work. 

Taxable events that might increase preparation time include-

  • Multiple state tax returns
  • Rental properties, sales, AirBNB, VRBO
  • 1031 Like-Kind Exchanges
  • Small Business, Home Office
  • Sale of primary residence
  • Stock and other asset sales
  • Day trading, mark to market
  • K-1 income, K-1 dispositions (sales)
  • Debt cancellation
  • Foreign earned income exclusions
  • Non-U.S. citizens
  • Extensive tax treaty research
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