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Fee Schedule

White Flowers

Income Tax Return Preparation

Minimum tax return preparation fee is $900.​

Actual fees vary depending on complexity; minimum fee includes up to four hours of professional services.  If the complexity of the tax return requires additional time, this will be billed at $225 per hour. 

Fees include:

  • Extension, if required

  • Electronic filing, if eligible

  • Quarterly estimated tax payment vouchers based on prior year safe harbor method, if needed

Entity Tax Returns

 

Trusts and estates: starting at $1,000

Corporations, S-corporations, partnerships: staring at $1,500

Pink Blossom

Complex / Cross-Border Situations

Minimum tax return preparation fee is $1,500​​.

 

Actual fees vary depending on complexity.  Minimum fee includes up to six hours of professional services.  If the complexity of the tax return requires additional time, this will be billed at $250 per hour. 

Complex issues include (for example) equity compensation and income from trusts / partnerships / S-corporations, etc.  

Cross-border issues include (for example) calculating and reporting foreign-source income, deductions and tax credits, determining resident filing status, and preparing Form 1116, Foreign Tax Credit, and Form 8938, Specified Foreign Financial Assets, etc. 

Foreign Bank Account Reports (FinCEN 114):  $500+ each

Form W-7, Application for Individual Taxpayer Identification Number (ITIN):  $500

Castle by the Lake

Year End Tax Consulting Services

For current tax preparation clients, this optional service package includes:

o   Projection of current year tax liability to guide decisions about quarterly estimated tax payments

o  Discussion of any tax planning opportunities that may apply

o   Assistance with adjusting withholding, if required

$300 per hour, for tax preparation clients only

These services will be provided at no additional cost for clients of Soaring Wealth LLC.

Additional services include providing advice, answers to questions, research, consultations, and addressing matters involving the Internal Revenue Service or other tax authorities.

Such services will be billed at $300 per hour.

I also offer tax consultations to other financial advisors and/or their clients on cross-border situations, equity compensation, and other issues, but will not take such clients on for tax preparation.

Such services will be billed at $400 per hour.

Other Tax Services

Grass and Flowers
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