The fee is on the website. On purpose.
Planning is billed monthly and scales with what we manage. Preparation is a one-time fee per return. Set the selections below and the quote builds itself — the same tool our specialists use on a first call. The engagement letter confirms complexity before we begin.
Planning
Includes the year-end projection and planning meetings on the matters covered.
Preparation
Base prices. Schedule C and S corporation returns vary with complexity.
Estimates only. Fees are confirmed in the engagement letter and may change as the client's situation changes. Entity returns are billed to the entity. Preparation is offered to planning clients only.
Every line, at a glance
The same numbers the calculator uses, laid out for quick reference on a call.
| Item | Planning · monthly | Preparation · one-time |
|---|---|---|
| Individual — Form 1040 with Schedules A, B, D and one state; year-end projection | $100/mo | $500 |
| Financial planning coordination (AMP) — billed by the affiliated planning firm | $100/mo | — |
| Additional state return | — | $50 each |
| Rental property — Schedule E | $50 first · $15 each additional | $100 each |
| Sole proprietorship — Schedule C | $50 each | $100 each |
| Child's return | — | $100 each |
| S corporation — Form 1120-S | +$150/mo | from $900 |
| Partnership — Form 1065 (billed to the entity) | $100/mo | $650 for two partners · $50 each additional · $100 per rental |
Because the fee is the easy question
Almost no tax planning firm puts a price on its website. We do because it saves both of us a phone call, and because the fee is rarely the hard part of the decision. The hard part is whether a year of proactive planning is worth more than it costs in your situation. For a household with rentals and equity compensation earning $400,000 or more, it usually is by a wide margin — and when it isn't, we say so.
Pricing questions
How much does tax planning cost?
Individual tax planning starts at $100 a month and includes Schedules A, B and D and the year-end projection. Rental properties add $50 a month for the first and $15 for each additional; each Schedule C business adds $50; an S corporation adds $150 a month.
How much does tax return preparation cost?
An individual return (Form 1040) with Schedules A, B, D and one state is $500. Additional states are $50 each, rental properties and Schedule C businesses are $100 each, and children's returns are $100. Partnership returns start at $650 for two partners and S corporation returns start at $900.
Can I hire you only to prepare my tax return?
No. Return preparation is offered to planning clients only, because the return is prepared from the same file we plan from during the year.
Is tax planning worth the fee?
For households earning $400,000 or more with equity compensation, rentals or a business, it usually is by a wide margin. When it isn't, we say so in the first conversation.
Are these prices final?
They are estimates. Fees are confirmed in the engagement letter and can change if your situation changes. Entity returns are billed to the entity.