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Fee Schedule
Tax Preparation & Planning Packages

1

Standard Planning

Suitable for:

Clients with standard situations, including 1 Schedule C (business) or E (rental property)

Package includes:

  • Annual tax preparation (Federal + 1 state)

  • Efiling (if eligible)

  • 1 Planning Meeting

  • 1 Tax Projection

Minimum fee:

  • $1,800 per year

  • Payable $150 monthly

For clients of Soaring Wealth:

  • 20% discount

  • $1,440 per year

  • Payable $120 monthly

2

Complex Planning

Suitable for:

Clients with complex situations, including equity compensation and/or cross-border situations

Package includes:

  • Annual tax preparation (Federal + 1 state)

  • Efiling (if eligible)

  • 1 Planning Meeting

  • 1 Tax Projection

Minimum fee:

  • $3,000 per year

  • Payable $250 monthly

For clients of Soaring Wealth:

  • 20% discount

  • $2,400 per year

  • Payable $200 monthly

3

Quarterly Planning

Suitable for:

Clients with complex situations, with variable income needing quarterly tax projections

Package includes:

  • Annual tax preparation (Federal + 1 state)

  • Efiling (if eligible)

  • 2 Planning Meetings

  • Quarterly Tax Projections

Minimum fee:

  • $4,200 per year

  • Payable $350 monthly

For clients of Soaring Wealth:

  • 20% discount

  • $3,360 per year

  • Payable $280 monthly

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