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"THERE ARE NO RULES HERE - WE ARE TRYING TO ACCOMPLISH SOMETHING." Thomas A. Edison

Price Transparency

Clients without a Subscription
By the hour - $270*/Hr.

After 5 PM and Weekends - $324/Hour

Tax Problem Services - $324/Hour 

* Our Minimum deposit for a 1040 for a 1st year client is $500. 
Eff. June 2024 new engagements may require a Subscription
When you hire us, you are paying for our expertise/analysis and most importantly for being loyal to your best interests, not just rushing through punching buttons!
  A one hour compressed tax prep session is likely to lead to mistakes, misconceptions and paying too much tax over time.  Thinking about taxes only once a year is a poor choice.
FAQ on Cost & Price:

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How long will my return take/what will it cost?* 

Our 1040 Subscriptions start at $150/month and include up to 8 hours of services a year.

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How much for my "kids" return?*

We can include your family member's returns in your subscribed hours.  Your college or high school student's return will likely take 45 minutes to 2 hours the first year.  It depends on if they are organized or we have to 'chase' them to find the information or they show up missing something.  

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How long do business/landlord/complex investment/virtual currency returns take?* (Assumes we are engaged for year around professional services)

Sole Proprietors and Landlords simple single enterprises are generally candidates for the $300/month plan.

Small enterprises  with SCorp or multiple member structures will need the $650/Month plan.*

Mid-size and larger enterprises with more than a few people, activites, or states involved will be at the $1,000 subscription.*

* As the complexity and success of your business increases, we may design a personalized subscription level.

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Other things that can increase the # of hours your project(s) will need - we're happy to help!

  • Doing your own bookkeeping and then we have to fix it. (significant extra time - let us do this!)
  • Paper documents add scanning and filing time of approximately. 
  • Buying/selling crypto
  • Frequent trading of investments (1-6 hours)
  • Changes in marital status (1-3 hours)
  • Divorce/custodial issues (costs vary widely depending on dispute potential over kiddos)
  • Poor record keeping, missing items (Costs vary widely)
  • Depreciation (About 15 minutes for a new entry)
  • Multi-state issues (costs vary widely)
  • COMMUNICATION/NOT USING PORTAL: Difficulty reaching clients, low technology skills.
  • health issues causing delays or need to provide extra accommodations.
  • Ignoring our recommendations/need to repeat tax education and consultations.
  • Desire to argue tax law/politics - going negative instead of forward focus on tax strategies.

Do we earn our keep?  Of course we do! Client Testimonials...

 “...I used to use Turbo Tax to 'save money'.  Then I had a problem.  I was referred to Portia and was very worried about paying by the hour because I knew it was going to cost more to file my taxes than Turbo Tax cost.  However, Portia and her staff are worth every penny and then some!

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