Our pricing is based on the amount of time and level of expertise required to provide a service or complete a task for our client. We strive to provide expert responsive personalized and friendly service at competitive prices. In summary, our purpose is to provide value to our clients. We try to quote a fixed fee, or at least give a range as to how much a specific task will cost, whenever possible. Our fees are based on the following rates:
CPA, EA, Associate $200/hour
Principal, CPA, EA, or Associate is a professional that is licensed and credentialed to practice in his/her field, like an Enrolled Agent, CPA or Certified Financial Planner™.
International U.S.-Tax Compliance:
Principal, CPA, EA $350/hour
Payroll Administrator $100/hour
Data Entry $85/hour
Business Support Services
We quote a fixed monthly fee to provide a set of services to our clients. This usually includes preparation of financial statements, full payroll administration and unlimited tax and business consulting. The exact services provided and the amount for the fixed monthly fee depends on the specific client’s needs. This service does not include income tax preparation for the business or its owners. This arrangement is often favored by our clients, because it encourages them to call upon our services as often as they need us without having to worry about incurring additional costs. We like this arrangement because it makes us more accessible to you and it results in high customer satisfaction. The monthly fee seems to range from $350 to $2500 with most clients monthly fee being between $450 and $700.
This fee depends on the time required to collect, compile and analyze the required information; the number and type of assets involved; and the number and type of tax forms required. It is NOT based on the gross income shown on the return. This does not include the fee for preparation of financial statements, if required, as this is quoted separately. The fee for preparing a personal income tax return usually ranges from $225 to $1,200 with most clients paying between $325 and $600. The fee for preparing a partnership or corporate tax return ranges from a minimum of $850 to $2500, with most clients paying between $950 and $1500.
Representation Before Tax Authorities
At hourly rate based on the rates above. This is to represent clients in Examination (Audit), Appeals or Collections. A principal will initially review the case with the client at no charge. The purpose of the meeting will be to assess the situation and estimate the number of hours the case may take. The emphasis here is on the word estimate. This may increase or decrease, because the number of hours required for deliberation and research may vary as the case evolves. We are always cognizant of the trade off between the cost of our fees and the amount and probability of tax savings to the client. We require a retainer on the onset, which is based on the estimated number of hours.
Business, Financial and Tax Consulting
$420/ hr. This is to provide planning advice in the areas of Business Management, Income Tax, Retirement, Investment, Estate Tax and Risk Management. We provide such services to address a specific issue at hand, or on ongoing basis. Many business owners retain us on ongoing basis, where they can call or come in to discuss issues, as needed. These services are usually included at no extra cost in the Business Support Services for a monthly fee, as discussed above. If any consulting services result in the purchase of a financial product from us, we will offset our related consulting fees by any commissions we realize from the sale of such financial products. This is very favorable for the client, since he/she will receive expert authoritative advice in both areas of tax and financial products selection at no extra cost.
Streamlined Foreign Offshore Procedure
$9,500 flat rate fee. This service guides the client through procedures available to taxpayers living outside the U.S. who have not reported worldwide income to the U.S. Internal Revenue Service (IRS) in years past. U.S. citizens and residents are required to report their worldwide income to the IRS and pay tax on their income from all sources. They are also required to report their non-U.S. financial accounts and pay tax on income from these accounts. The penalties for failure to report income or foreign accounts can be very serious. This procedure is very favorable to non-resident taxpayers and may help them avoid the penalties.
Our purpose is to provide comprehensive integrated business tax and financial services. We listen to your objectives and concerns, and then we will advise you and help you secure your needs. We will answer your questions and explain any related concepts clearly and forthrightly.
We invite you to ask.