Accurate and Efficient  Return Preparation

Saves you time with Online Meetings and Document Exchanges

Year-Round Personalized Tax and Financial Advisory Service for VIP Clients*

Extensive Tax Return with Excluded Foreign Income & one state

     - From $550

Extensive Tax Return with Only US Income & one state

     - From $400

Basic Tax Return (no rental property, no children, no asset transactions)

     - From $250

*VIP Tax and Advisory Service

    - Add $200 to the above fees

Income and Credits that require additional forms and fees of from $50 to $100 per form: 

INCOME FROM:

Non-W2 Wages   Self Employment 

Main home sale      Crypto     K-1s

2nd US or Foreign Rental Property   

Foreign Business      Child's income

Back Door ROTHs and IRA conversions

Early retirement distributions

Large Foreign Financial Accounts

Non-Resident  or Dual Status Income

Multiple State returns

Numerous Asset Transactions

Numerous Foreign Accounts

Extra calculations

CREDITS AND DEDUCTIONS:

Tax credits for students

Childcare     Earned Income Credit

Itemized deductions

Extra calculations

Foreign Tax Credit

2nd  Foreign Income

Other services  available with fee charged for time at $150 per hour: 

FBAR and FATCA reporting

Streamlined Procedures 

Inheritances and Gifts 

Tax Research    

IRS Resolution

UK Tax Assistance   

Foreign Investments 

*VIP Tax and Advisory Service - $200

   Tax and Financial Consultations-

  Three 30 minute sessions, a $300 value

   PLUS Email answers to simpler questions throughout the year.