
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 product sales, commissions, or insurance sales
- Billed hourly at a fixed rate; initial consultation is always free


2026 – 2027 Rates
Effective May 1, 2026 – April 30, 2027
| Individual Returns | Non-Itemized | Itemized |
|---|---|---|
| Federal 1040 + 1 State Return | $295 | $395 |
| Prior Year Return | $395 | $495 |
| Prior Year with Correction | $450 | $550 |
| Individual Return Additions | |
|---|---|
| Additional State | $100 |
| Schedule C – Small Business/Freelance | $100 |
| Schedule C – Complex Small Business/Retailer | $185 Base |
| Schedule E – Rental | $100 |
| Hourly Rate – Special Schedules and Forms | $185/Hour |
| Business Returns | Base Rate |
|---|---|
| 1041 – Estate and Trust | $750 |
| 1065 – Partnership + 1 State | $1,295 |
| 1120S – S-Corp + 1 State | $1,295 |
| 1120 – C-Corp + 1 State | $1,295 |
| 990/990-PF Nonprofit Organization Full Return | $2,500 |
| 990-EZ Nonprofit Organization | $750 |
| 709 – Gift Return | $500 |
| Business Return Additions | |
|---|---|
| Hourly Rate – Special Schedules and Forms | $185 / Hour |
| Nonprofit Hourly Tax Rate | $125 / Hour |
| Non-Tax Services | |
|---|---|
| Nonprofit CFO/Controller Services | $125 / Hour |
| Estate Administration | $185 / Hour |
| Financial Advising | $185 / Hour |
