About Professional Fees

One of the most common questions we receive is “How much do you charge?”

It’s always difficult to answer because our fees are based on the time spent and complexity of the work performed. This makes is difficult to provide a quote over the phone without understand your needs and the complete picture.

We would be more than happy to provide an estimate once we have an understanding of the work that is to be performed. The fees below are for some of our commonly used services and represent an estimate of the minimum fee that would apply.

Personal tax return preparation$1,250
U.S. 1040 (citizen)$1,250
Trust Tax Return preparation
(Includes preparation of related documents)
Corporate Tax Returns
(includes preparation of financial statements from the clients bookkeeping records)
$1,200 - $1,500 average

Financial Planning

Financial planning services are offered on an “advice-only” basis. We do not sell investments or insurance and do not receive referral fees.

Below are some average fees for particular planning services. Depending on the complexity,

Retirement Income Projections$3,500
Estate Planning$1,750
Charitable Gifting PlansHourly
Other Modular PlansHourly