Fee Schedule
Income Tax Return Preparation
Minimum fee is $1,500.​​
Actual fees vary depending on complexity.
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​Fees include:
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Extension, if required
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Electronic filing, if eligible
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Quarterly estimated tax payment vouchers based on prior year safe harbor method, if needed
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Entity Tax Returns
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Trusts and estates: starting at $1,500
Corporations, S-corporations, partnerships: starting at $2,500
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Complex and Cross-Border Situations
Minimum fee is $2,400​​.
Actual fees vary depending on complexity.
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Complex issues may include, for example, equity compensation and income from trusts, partnerships, or S-corporations.
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Cross-border issues may include, for example, foreign-source income, deductions and credits, determining resident filing status, and preparing Forms 1116, Foreign Tax Credit, and 8938, Specified Foreign Financial Assets.
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Foreign Bank Account Reports (FinCEN 114): $600+ each
Form W-7, Application for Individual Taxpayer Identification Number (ITIN): $600
Tax Planning and Consulting
Additional services may be added as part of an annual tax preparation and consulting package.
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These may include:
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Projection of current year tax liability to guide decisions about quarterly estimated tax payments.
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Consultation to review applicable planning opportunities
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Assistance with adjusting withholding, if required.
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These services are 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.
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Such services will be billed at $350 per hour.
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I also offer consultations to other financial advisors on cross-border situations, equity compensation, and other issues.
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Such services will be billed at $450 per hour.