Embedded Files
Individuals
Individuals
$650 Federal Tax Return with one state: No business income or rental income. Schedule A and basic forms only.
$650 Federal Tax Return with one state: No business income or rental income. Schedule A and basic forms only.
$950 Federal Tax Return with one state: business income and/or rental income
$950 Federal Tax Return with one state: business income and/or rental income
$150 Initial Tax Consultation call to answer your tax questions for 30 minutes
$150 Initial Tax Consultation call to answer your tax questions for 30 minutes
$450 per additional state tax return
$450 per additional state tax return
Businesses and Trusts
Businesses and Trusts
$2,150 Federal Tax Return and One State : C Corporate, S Corporate, Partnerships (LLC, GP, LP), and Trusts
$2,150 Federal Tax Return and One State : C Corporate, S Corporate, Partnerships (LLC, GP, LP), and Trusts
$450 California Singlemember LLC (SMLLC) Tax Return
$450 California Singlemember LLC (SMLLC) Tax Return
$450 per additional state tax return
$450 per additional state tax return
Tax Strategy
Tax Strategy
$3,200 for Business owners and their business
$3,200 for Business owners and their business
Financial Goal Development
Prior years Tax Return Analysis
Cash Flow Planning
Estate Planning Roadmap
Advanced Tax Planning Strategies
Small-Business Retirement Planning
Real Estate Analysis & Recommendations
Retirement Distribution Strategy
Roth Conversion Assessment
Page updated
Google Sites
Report abuse