Value Pricing

Price is what you Pay

Value is what you Get

5 Reasons to hire a professional

Expert Advice. I can advise you on how to minimize tax liability. For example, you might be eligible to contribute more to your retirement accounts, claim child care or educational expenses, or claim deductions for adoption expenses, educator expenses, or more. 

Changing Tax Laws: For most people, keeping track of the changing tax laws can be difficult at best. If you aren’t actively researching, you could miss an important regulatory change. I read these things for fun, so you don’t have to.

Consistency and Stability: I will be there for you year after year. My practice is relationship-focused, not transactional-focused. While I’m pleased to assist with special projects and unusual tax years, the vision of my practice aims for continued partnership with you.  

Financial Analysis: I provide value-added services at your request which include tax planning, saving opportunities, and financial advice. 

Audit Assistance & Identity Theft Protection: As a complimentary benefit, each individual return is backed by an Audit Assistance program and Identity Theft Protection. You will not incur additional fees as a result of an IRS inquiry, audit, or theft of identity. (Click HERE to learn more.)

MY VISION, MISSION, VALUES

PRICING EXAMPLES

 Pricing is dependent upon your individual situation and preferences. Every tax preparation package includes a phone or video conference to discuss your situation or changes in the year, tax return preparation where I apply forward thinking and suggestions to minimize tax liability in the current (and future) years, and a follow up phone or video conference to discuss your return. Every personal return is backed with Audit Assistance and Identity Theft Protection. 

Below are basic examples of preparation fees for clients who utilized organizational questionnaires, secure file uploads, online signatures, payment, and electronic delivery of returns. 

Joey

$275

  • Single
  • No Kids
  • Job – 3 W2’s**
  • Standard Deduction
  • Federal & State Return
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  • (He probably doesn’t need a CPA, but he’s Joey so his agent is making sure it gets done!)

**Up to 5 statements: W2’s, social security, retirement distributions, student loan, or above the line charity donations. Additional statements billed per item.

Mike & Phoebe

$425

  • Married
  • Children
  • Various Jobs – 4 W2’s
  • Earned Income Credit
  • Premium Tax Credit
  • Standard Deduction
  • Federal & State Return

 

Monica & Chandler

$575

  • Married
  • Children
  • Job – W2 + Inherited IRA
  • Self-Employed (C)
  • Itemized Deductions (A)(owns a home, gives to charity, pays real estate tax)
  • Home Office Deduction
  • Federal & State Return

Ross & Rachel

$885

  • Married (finally)
  • Children
  • Jobs – 2 W2’s
  • Itemized Deductions (A)
  • Interest & Dividends (B)
  • Sale of Investments (D)
  • Rental Income (E)
  • Child care expenses
  • Federal & State Return

 

Value-Added Tasks

$95/hr

  • You can choose to organize and send your information digitally to keep preparation fees at a minimum.
  •  
  • However, you can choose to include value-added services which allow you to hand over your information for accounting, bookkeeping, data processing, and verification for me to process.

Tax Strategy Planning

$195/hr 

  • Are you getting a raise, selling a house, having a baby, sending a kid to college, getting ready to retire? These are all scenarios that can change your bottom line.
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  •  *Minimum one hour, subsequent billing 15 minute increments