Tax Preparation & Financial Planning
Tax Preparation
Preparing and filing taxes for individuals, estates, and non-profit organizations.
- Individual Tax Filings – 1040s
- Estate Tax Filings – 1041s
- Business Taxes – Partnerships, Corporations, LLCs
- Nonprofit Tax Preparation – 990s
- Tax planning and advising
Financial Planning
Trusted partners that act as fiduciaries that help you navigate financial issues including saving for the future :
- Financial advising
- Investment and retirement advising
- No direct product sales, commissions, or insurance sales
- Billed hourly at a fixed rate; initial consultation is always free
2025-2026 Rates
Transparent and competitive tax preparation and filing rates:
Individual Taxes
- 1040 Base Federal + 1 State Return (Non-Itemized) – $250
- 1040 Base Federal + 1 State Return (Itemized) – $350
- Additional State – $65
- Additional Schedules – $185/Hour
Business Taxes
Minimum Base Rates:
- 1040 Schedule C – $250
- 1041 Estate Return (Up to 2 K-1s) – $750
- 1065 Partnership Return (Up to 2 K-1s) – $1,250
- 990 Non-Profit Return – $1,250
- 1120 Business + 1 State Return – $1,850
Hourly Services
- Additional Services – $185/Hour. Examples Include:
- Additional Tax Schedules and Forms
- Reviewing IRS Documents and Drafting Tax Correspondence
- Accounting Services for Businesses and Estates
- Financial Advising
- Nonprofit CFO/Controller Services – $125/Hour
- Nonprofit 990 and Tax Services – $125/Hour
Komorebi Services 