VALUE-BASED PRICING
Typically, CPA firms determine their service charges by the time spent on providing them, known as "time-billing" or "hourly-billing". However, at my firm, I have embraced an alternative approach to pricing called "value-based" pricing. This pricing strategy centers around the value generated from the services rendered, taking into consideration factors such as the complexity and scope of the engagement.
INDIVIDUAL & SMALL BUINESS
TAX RETURN PREPARATION
My main objective is to ensure that your tax return is prepared in accordance with the necessary compliance regulations and to minimize your tax liability. The minimum fee for tax preparation is $350, excluding any small business or rental activity. The typical fee ranges from $350 to $1,500, with an average fee of $475. Upload your previous year's tax return to receive a complimentary quote, and I encourage you to get in touch with me for further discussion.
CORPORATE & PARTNERSHIP
TAX RETURN
PREPARATION
My primary area of expertise lies in providing business consultation, optimizing deductions, and preparing tax returns. The minimum fee for tax preparation is $1,200. The typical fee falls within the range of $1,200 to $2,500 with an average fee of $1,500. Please be aware that these fees do not include bookkeeping services. Any additional bookkeeping or account clean-up services will be billed at a rate of $100 per hour. Feel free to upload your previous year's tax return to receive a complimentary quote, and I would be happy to discuss your specific needs further. Let's get in touch and have a conversation.
TAX STRATEGY& RESOLUTION
Tax strategy and resolution services help you take control of your financial future while addressing any challenges from the past. By combining proactive planning with experienced representation, you can reduce your tax burden, stay ahead of potential issues, and respond confidently to IRS or state tax matters. Whether you're an individual or a business owner, this service ensures you're prepared for what’s next while protecting what you've already built.
Tax Strategy & Resolution services are billed at an hourly rate of $175.
AUDIT REPRESENTATION
The cost of representation for a tax audit varies significantly depending on the complexity of your case. Audit representation fees can be charged either as an hourly rate or a flat fee. Generally, flat fees will be charged for straightforward cases whereas hourly fees will be charged for complex cases that may require a lot of additional work.
Average hourly rate for tax audit services starts at $300. If charged as a flat fee, your total tax audit representation cost could be anywhere between $2,500 and $10,000 per tax year under examination. It may go even higher if your case goes to the U.S. Tax Court.
GENERAL ACCOUNTING & ANALYTICS SUPPORT
General accounting support services help ensure your financial records are organized, accurate, and ready for tax season. By addressing the essential but often overlooked tasks, like cleaning up books, reconciling accounts, or filing routine government forms, you can streamline the tax preparation process and avoid unnecessary delays or errors. Whether you're catching up on prior-year records or need help submitting key forms, this service keeps you compliant and tax-ready without the commitment of full-service bookkeeping.
General Accounting & Analytics Support services are billed at an hourly rate of $100.