We’ll take care of all your accounting and taxes for you.
CONSULTING & proactive ADVISORY:
$310 per hour for action projects and advisory we agree on together.
$1,500 to file for and get your S Corporation up and running properly.
$550 for an S Corporation vs. Sole Proprietorship tax comparison unique to your situation
$499 to aid you in determining one reasonable compensation salary amount for your S Corporation.
Included in all tax projects, you have access to unlimited educational conversations during the year.
Custom Pricing for High Net Worth / Family Office services
Bookkeeping:
$500 per month for bookkeeping.
Taxes:
Here is a sample list of prices you can expect for tax related projects. All tax projects include unlimited educational touch points throughout the year.
Tax Assessment - $3,500. This includes:
Review and analyze up to 3 years of historical tax returns and compliance.
Feedback on tax strategies missed.
Full understanding of what taxes and rates you are actually paying.
Suggestions and roadmap on tax plans and strategies to implement.
Perfect for folks wanting a gut check on how things are currently set up.
Individual Tax Returns - $1,800 for Form 1040 returns. This includes:
All Federal schedules and forms unique to your situation
All filing options (Married Filing Joint or Separate, Single, Head of Household)
Two state income tax returns and any needed revenue allocation to each state.
Partnership Tax Returns - $4,100 for Form 1065. This includes:
The state equivalent Partnership return and two Schedules K1
One, complete individual tax return filing
S Corporation Tax Returns - $4,100 for Form 1120S. This includes:
The state equivalent S Corporation return and two Schedules K1
One, complete individual tax return filing
Foreign-Owned US Corporation - $3,950 for Form 5472. This includes:
Pro Forma Form 1120
Extensions - $400 to extend each tax return.
I'm sure you have questions.
Shoot me an email. We'll set up a quick, twenty minute chat to talk about working together.
“Let’s put it this way: Adam made sense of a business sale in the midst of me living abroad, moving between two states in the US, and 1099s from four different companies all of which had some variation of the name “Rhino,” and managed to get me tracking my books like an actual adult without making me feel like an idiot. He had a hard job, and I give him an A+. Highly recommend.”