Fee Schedule

Get the help you need with great service from our experienced, College Degreed Tax & Accounting Professionals.  Our tax preparation services include the following for your convenience:

• You can either schedule a virtual appointment with your tax pro, or you can schedule an in-person appointment at our physical offices in Munster, IN and Indianapolis, IN if you are local. We can prepare taxes in all 50 states, we have clients in 35+ states so far

• You can work with us virtually through our Secure, online professional portal.  Documents can be uploaded and correspondence directly through our virtual message center.

• You will also be able to review your tax return and approve it directly (via email) from your smart phone, tablet, or computer without having to interrupt your busy schedule or leave the comfort of your home.

A final copy of your tax return will be provided once you sign/approve via email and e-filing will be completed once your balance is paid in full. 

Tax Preparation & Accounting Rates 

Simple Tax Return Preparation: $195 - $245

• For clients with simple personal tax situations (2-3 W2s) , who are W2 employed, and have a few interest/dividend statements. This service includes filing of Federal, (2) State Tax Returns, all corresponding schedules, e-filing, etc.

Moderate Tax Return Preparation (Families): $245 - $595

• For clients with more complex personal tax situations (3+ W2s), who are not self-employed but may have additional sources of income like stocks, dividends, crypto, K-1 Partnership and other family credits; child tax credit, 529 college savings plan deduction, dependent care credit, American Opportunity College Credit, Earned Income Credit, Itemizing(Schedule A). This service includes filing of Federal, (2) State Tax Returns, all corresponding schedules, e-filing, etc.

Advanced Tax Return Preparation (Sole Proprietor business, Farm, and Rental Properties) $395 - $895

• For clients who need their personal taxes prepared and are Sole Proprietors or/and have a mixture of Self Employed income and other types of income. This service includes: Preparation and E-filing Federal 1040, corresponding personal forms and schedules, state forms, Itemizing(Schedule A). Either schedule listed or a combination of the following schedules listed; Schedule B Interest and Ordinary Dividends, Schedule C-Profit or Loss from Business, Schedule E-Income or loss from Rental Real Estate, Schedule F-Profit or Loss from Farming, Schedule D Capital Gains and Losses, Schedule K-1, etc.

Partnership 1065, 1120-S corp, 1120-C corp, Fiduciary 1041 Tax Return Preparation  $595 - $2,495

• For Clients requiring preparation of advanced tax statements and K-1 Distributions.  These are generally prepared at $195/hour.

Non Profit (990 Returns)  $595 - $2,495

• For Clients requiring preparation of advanced tax statements.  These are generally prepared at $195/hour.

Tax Consulting ($195 / hour)

• During these sessions, we will use our 44+ years of industry knowledge in Accounting & Tax preparation to answer all your questions in regard to New Business Startups, rental properties, businesses, tax reduction scenarios, non-profit business formations, review of personal /business finances & strategies, and any other need you may have.

Business Bookkeeping ($75/hour)

• Accounts Payable, Accounts Receivable, Checkbook reconciliation, fixed asset management, journal entry preparation, Financial Statement Preparation, Sales/Use Tax preparation, Personal Business Tangible Use returns, 

Letter Correspondence to Federal/State/Mortgage Brokers ($195 base + $195/hour additional)

• For Clients requiring letters to be written to Federal, State, Local tax authorities to protest assessed tax liability and business clients requiring an "accountant letter" to their Mortgage brokers/etc for loan requirements.