Fee Schedule
Tax Preparation & Planning Packages
1
Standard Planning
Suitable for:
Clients with standard situations, including 1 Schedule C (business) or E (rental property)
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Package includes:
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Annual tax preparation (Federal + 1 state)
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Efiling (if eligible)
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1 Planning Meeting
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1 Tax Projection
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Minimum fee:
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$1,800 per year
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Payable $150 monthly
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For clients of Soaring Wealth:
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20% discount
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$1,440 per year
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Payable $120 monthly
2
Complex Planning
Suitable for:
Clients with complex situations, including equity compensation and/or cross-border situations
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Package includes:
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Annual tax preparation (Federal + 1 state)
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Efiling (if eligible)
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1 Planning Meeting
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1 Tax Projection
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Minimum fee:
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$3,000 per year
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Payable $250 monthly
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For clients of Soaring Wealth:
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20% discount
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$2,400 per year
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Payable $200 monthly
3
Quarterly Planning
Suitable for:
Clients with complex situations, with variable income needing quarterly tax projections
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Package includes:
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Annual tax preparation (Federal + 1 state)
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Efiling (if eligible)
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2 Planning Meetings
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Quarterly Tax Projections
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Minimum fee:
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$4,200 per year
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Payable $350 monthly
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For clients of Soaring Wealth:
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20% discount
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$3,360 per year
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Payable $280 monthly