We prepare tax returns for an additional fee as a convenience for our financial planning and investment management clients. Our base fee the first year of tax preparation with our firm is $350.00 per 1 federal + 1 state return, and then priced per schedule depending on your specific tax situation after that. The majority of our comprehensive client relationships qualify for the base rate of $350 with no additional cost.
All tax returns can be completed 100% virtually for your convenience with no required in-person meetings. The base rate includes one optional in-person or virtual meeting to review and answer questions if needed, and unlimited email or phone contact.
If you would like a customized tax return preparation quote, please contact our office and then provide us with a prior year tax return.