Tax filing based on client-provided documentation. Includes one (1) State return.
Ideal for: Single filers or Married Filing Separately.
Includes: Form 1040, Standard Deduction, and W-2 income (up to 2 forms).
Excludes: Tax credits or additional schedules.
Ideal for: Families and students.
Includes: Form 1040 + Standard Deduction + Tax Credits (Child Tax Credit, EIC, Education Credits).
Additional Income: Unemployment (1099-G) or Interest/Dividends (Schedule B).
Ideal for: Freelancers, Gig workers (Uber/DoorDash), Small Business Owners, and Homeowners.
Includes: Itemized Deductions (Schedule A) or Self-Employment Income (Schedule C).
Investments: Basic Crypto/Stock sales (up to 10 transactions).
Additional Tax Services:
State Tax Filing: $50 per additional state.
Amended Returns (1040-X): Starting at $150.
Tax Consultation: $75 per 30 mins (Deductible if you file with me).
Comprehensive monthly management of your business finances.
Starter (Self-Employed) | $150
Up to 30 transactions.
1 bank account reconciliation.
Monthly Profit & Loss (P&L) report.
Business Plus | $300
Up to 75 transactions and 2 accounts/cards.
Monthly 15-minute consultation.
Catch-up / Clean-up | From $500
Bringing overdue books up to date for prior periods.
LLC Publication (Kings County) — $200 - $250 (Service fee for 6-week management)
EIN Registration — $50 - $100
Operating Agreement Drafting — $100 - $150
Sales Tax Certificate of Authority — $100
Biennial Statement Filing — $50
Expert assistance in responding to IRS and State tax notices.
Standard Notice Response: $75 – $150
Identity verification, change of address, and simple installment agreements.
Penalty Abatement Assistance: $150 – $300
Drafting formal requests for penalty removal based on reasonable cause.
Government Inquiry Support: $60/hour
Researching issues, ITIN applications, and guiding through government forms.
Service Nature: I provide professional administrative and bookkeeping services.
Non-Legal Notice: I am not a licensed attorney or a Certified Public Accountant (CPA). My services do not constitute legal or licensed tax advice.
Client Responsibility: Final accuracy of filed documents is the responsibility of the client.
Hourly Rate: Services outside of defined packages are billed at $80/hour.
Flat Fee Guarantee: The final price is determined after the initial document review and remains fixed once agreed upon. No hidden fees.
Scope of Work: Base pricing applies to simple tax situations (W-2). Additional fees are based on the specific IRS Schedules and Forms required for your filing (e.g., Business, Investments, Rental income).
State Filing: Base price includes one State return. Additional states may incur an extra fee.
Software & E-file: All professional software and e-filing fees are already included in the quoted price.
Payment Policy:
100% payment is required upon completion of the draft and prior to final e-filing or release of the tax documents.
Process:
1. Consultation & Document review.
2. Tax preparation (Drafting).
3. Review & Approval by the client.
4. Payment.
5. Final E-filing to IRS/State.