2026 Pricing Options
Invoiced by Time Sheets
Our 2026 Rate - $326/Hr.
$500 Minimum
(Applied to Final Invoice - Not 1st)
Basic Tax Prep / “Simple” Clients
Our hourly plan ensures you only pay for the time you actually need.
3-4 Hrs. is typical for 'basic' tax prep.
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Clients with solely a couple standard forms & using our Modern Tools (like the Portal) may need just 1–2 hours of professional tax services.
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Please note however: Front desk and client support time is billable.
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If modern tools aren't your 'go to', you have several forms, investments, rentals, business, other complexities, etc. your total time may be 4.5+ hours, which can add up to more than a VIP Strategy Plan.
Other Hourly Rates:
After 4pm & Sat. $356/Hr.
Tax Problem Work $396/Hr.​​
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We Earn our Keep with Strategy!
VIP Service & Predictable Payments
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VIP 1040 Plan – 5% Discount
$126/month = $309.70/hr. -
Strategic Add-On – 10% Discount
$30/month = $293.40/hr. -
Silver Business Plan – 15% Discount
$456/month = $277.10/hr. -
Gold Business Plan – 20% Discount
$1,026/month = $260.80/hr.
As a VIP subscriber, you’ll enjoy priority access and unlimited front desk help:
VIP Subscription Plans
* DISCLAIMER OF GUARANTEE:
IRM does not represent Clients on a fixed-fee basis, and it is impossible to determine in advance the amount of time that will be required to perform services for Client. Many parties including but not limited to the client and its staff such as, vendors and contractors, government agencies, or other third parties related to the Client’s business may engage in conduct which is unforeseen, beyond FIRM's control, and which shall require FIRM to expend additional time and/or to incur additional costs not initially considered. All fee and cost-estimates, including any estimate of the total sum of fees and costs to be incurred by Client, are merely estimates. Nothing in this Agreement and nothing in FIRM's communications with Client shall be construed as FIRM's promise or guarantee concerning the total fees or costs to be incurred. FIRM makes no such promises or guarantees, nor can FIRM withdraw or cease performing services in some instances as there are instances where doing so might be inconsistent with regulation. Comments or discussions about what usual and customary costs for similar projects or clients are expressions of opinion only.
* Good Faith Deposits MAY BE REQUIRED for clients with tax problems/compliance issues.
Good Faith Deposit: Similar to a security deposit, this money is usually non-refundable and is held indefinitely. It is only applied to the final invoice if:
1. Client has no unpaid invoices &
2. ​Client signs a waiver stating we completed the engagement in full.
For example, if there are back tax returns not filed, an up-front deposit is often requested before we can begin.
Engagement Agreement(s): The Document(s) signed by a Client where the Firm's type of work (scope of duties) and responsibilities are agreed upon when the Firm is Accepting a Client's work.
