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Fees

Tax Return Reviews: $350
Description: Review personal tax return for errors and missed deductions. Make recommendations.

Tax and Financial Planning Consultation for one hour: $350
Description: Answer tax and financial questions. Make recommendations.

Personal Tax and Financial Planning for 12 months: $2,900
Description: Conduct detailed analysis of personal tax returns and personal finances. Prepare written recommendations for credit score management, asset protection, risk management, tax planning, financial planning, education planning, retirement planning, insurance planning and estate planning (wills and trusts). Conduct unlimited consultations for 12 months.

Business Tax Planning for 12 months: Varies depending on complexity
Description: Review business entities and provide written recommendations with strategies for asset protection, risk management and tax planning. Conduct detailed analysis of business tax returns. Prepare written recommendations with strategies to reduce tax liabilities by maximizing credits, deductions, and retirement plans. Conduct unlimited consultations for 12 months.

Federal and State Tax Return Preparation: Varies depending on complexity
Description: Obtain documents and prepare federal and state tax returns. E-file federal and state tax returns.

Create a State LLC and Obtain an IRS Tax ID Number: Varies depending on the state.
Description: Establish your Limited Liability Company (LLC) with the Secretary of State and obtain your Employer Identification Number from the Internal Revenue Service.

Real Estate Investor Tax Planning for 12 months: $2,900
Description: Review business entities and provide written recommendations with strategies for asset protection, risk management and tax planning. Conduct detailed analysis of personal and business tax returns. Prepare written recommendations with strategies to reduce tax liabilities by maximizing credits, deductions and tax planning. Conduct unlimited consultations for 12 months.

New Real Estate Investor Tax Planning Consultation: $1,050
Description: We will discuss and provide written examples for Best business practices, Best banking practices, Best accounting practices, Suitable recordkeeping systems, Accounting software recommendations, Real estate investor tax deductions, Real estate investor tax strategies, The importance of “date placed into service”, Capital improvements vs. repairs and maintenance, Depreciation, Cost Segregation Studies, Passive Activity Limits, Capital gains tax, Depreciation Recapture, 1031 exchanges, Installment Sales, Delaware Statutory Trusts, Opportunity Zones, Step up in basis, Tax issues for short-term rentals, Renting your primary residence or vacation home, Renting out a room in your house.

Cost Segregation Services: Varies depending on the property
Description: The Scope of Work and Fee Includes: “A quality report” as described in the IRS Cost Segregation Audit Techniques Guide. A Site Visit or Virtual Site Visit inspecting the property. Depreciation Schedules for Tax and AMT. IRS Audit Support at the agent and appeals level. Tax Form 3115 as necessary. Land Value Allocation.

Protection Plus – $1,000,000 Tax Audit Defense™: $300

Description: In the unlikely event you receive a tax notice, we have an entire audit defense department ready and available to help. We partner with Protection Plus $1 Million Tax Audit Defense so that we can work towards a favorable resolution in every situation our clients might face. Don’t lose sleep over a tax audit. Protection Plus $1 Million tax audit defense offers you peace of mind even after successfully filing your return. If you receive a tax notice after filing your return with us, give us a call and our team of audit defense experts at Protection Plus will take care of the rest at no cost to you. From communicating with the IRS to organizing documents to present as evidence, we’ll handle the entire process until we reach a resolution.

Identity Theft Restoration with Protection Plus: Free

Protection Plus will also assist with recovering your identity after an identity theft incident. After notification of an identity theft incident, you will be assigned a Privacy Advocate who will assess the severity of the situation and take immediate action to begin the identity restoration process.

Will-Based Estate Plan: $750

For Married or Single, includes Will(s), Power(s) of Attorney – Finances, Advance Health Care Directive(s)/Power(s) of Attorney for Health Care, and HIPAA Release(s). For a married plan, these documents are provided for each spouse.***NOTE: The pricing for Trust-Based and Will-Based Estate Plans is the same whether you are a single person, a married couple, or a domestic partnership.
 
Trust-Based Estate Plan: $1800
 
For Married or Single, includes a Joint Revocable Trust, Certification of Trust, General Transfer, Power(s) of Attorney – Finances, Advance Health Care Directive(s)/Power of Attorney for Health Care, HIPAA Release(s), Pour Over Will(s) and Property Agreement (For Community Property States Only). You must purchase two plans for married couples wanting individual trusts for each spouse.

***NOTE: The pricing for Trust-Based and Will-Based Estate Plans is the same whether you are a single person, a married couple, or a domestic partnership.

Powers of Attorney Package: $250

This includes Power of Attorney – Finances, Advance Health Care Directives/Power of Attorney for Health Care, and HIPAA Release for one person. This is commonly used for children going away to college.

Business Assignments: $500

This assigns a business interest to a trust for probate avoidance purposes.