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Business & Entity Return Pricing

Fees for preparing corporate and partnership returns vary, according to the complexity of the tax return.  Prices are generally form-based, with a specific fee assigned to each form and worksheet that needs to be prepared.  Average pricing reflects situations where the businesses financial statements are in good order with few errors or discrepancies. Additional time charges will be applied if it is necessary for our accountants to make corrections to business books to bring them in compliance with tax laws and GAAP. 

We will collect a retainer from you at the time you book your appointment or deliver your tax documents to us.

To minimize our fees and time spent working on your return, please note:

  1. We recommend you review our tax organizers to ensure you are providing all required information.
  2. We ask you deliver all required information at the same time so that our staff has everything they need when they begin to work on your return.
  3. Missing information will delay timely preparation of any tax return we prepare, for the following reasons:
    • Staff will need to take time make notes about what is missing, and then draft an email, or telephone you, to request the missing information.
    • Staff will need to put your return aside until that information is delivered. 
    • After missing information is delivered, our staff will need to block out more time to review your file, reacquaint themselves with the details of your return, analyze and interpret the newly delivered information to determine if it is correct and complete, and then resume work on your return.
    • Depending on workloads and how far we are from filing deadlines, our staff may not be able to finish your return prior to the filing deadline.
  4. If our staff request additional information from you, please deliver it as soon as you can.  A delay of more than a day or two adversely affects our ability to timely complete your return.  This is because staff can only remember important details about tax return information for a short period of time.  The longer it takes you to get missing information to your preparer, the harder it is for them to remember these important details.

Companies can obtain a price estimate by filling out the appropriate organizer and then calling 503-646-5600 or dropping by our office.

Sole Proprietor Single member LLC

April 15 filing deadline

Single member LLCs generally file Schedule C, unless an election has been made to file as a corporation.  Please see our individual 1040 return pricing page, Example #8 for an idea of what we charge to prepare a Schedule C small business return.

S-Corporation
(1120 S) Returns

March 15 filing deadline

Simple: $2,000–$2,500

  • Single shareholder
  • Clean books, no adjustments
  • One state filing
  • Straightforward officer payroll

Moderate: $2,500–$4,000

  • Two–three shareholders
  • Reasonable comp analysis
  • Fixed assets or depreciation updates
  • Two–three states
  • Some bookkeeping cleanup or reclassification

Complex: $4,000–$6,500+

  • Multiple shareholders with basis tracking
  • Equity compensation or shareholder loans
  • Multi‑state apportionment
  • Inventory or COGS
  • Major bookkeeping cleanup or advisory

 

Accounting work to correct errors in business financial statements is billed at an additional $350 per hour.  

To minimize our fees and enable our staff to complete your tax return in a timely manner, please complete our S Corporation Tax Organizer and deliver required information to us as early in the tax season as you can.   Clients who deliver documents to us after the 3rd week of February often need to go on extension.

Partnership
(1065) Returns

March 15 filing deadline

Simple: $2,000–$2,500

  • Two‑member partnership with clean books
  • No special allocations or basis tracking
  • One state filing
  • Straightforward bookkeeping and income/expense categories

Moderate: $2,500–$4,000

  • Three or more partners
  • Guaranteed payments or partner payroll
  • Fixed assets or depreciation updates
  • Two–three states
  • Some bookkeeping cleanup or reclassification

Complex: $4,000–$7,500+

  • Special allocations or basis tracking
  • Multi‑state apportionment
  • Inventory or COGS
  • Redemptions or ownership changes
  • Significant bookkeeping cleanup or advisory

Accounting work to correct errors in business financial statements is billed at an additional $350 per hour. 

To minimize our fees and enable our staff to complete your tax return in a timely manner, please complete our Partnership Tax Organizer and deliver required information to us as early in the tax season as you can.   Clients who deliver documents to us after the 3rd week of February often need to go on extension.

Corporate
(1120) Returns

April 15 filing deadline (calendar year)

Simple: $2,000–$2,500

  • Single‑owner corporation
  • Clean books, no adjustments
  • One state filing
  • No complex tax attributes

Moderate: $2,500–$4,000

  • Officer payroll and fixed assets
  • Two–three states
  • Some bookkeeping cleanup or reclassification
  • NOLs or credit carryovers

Complex: $4,000–$8,000+

  • Multi‑state or international components
  • Inventory, COGS, or manufacturing
  • Equity comp, redemptions, reorganizations
  • NOLs, credits, or complex attributes
  • Significant bookkeeping cleanup or advisory

Accounting work to correct errors in business financial statements is billed at an additional $350 per hour.  

To minimize our fees and enable our staff to complete your tax return in a timely manner, please complete our C Corporation Tax Organizer and deliver required information to us as early in the tax season as you can.   Clients who deliver documents to us after the 2nd week of March often need to go on extension.

Trust/Estate
(1041) Returns

April 15 filing deadline

Simple returns start at $800. 
Moderate returns $900 - 2,000. 
Complex returns $2,000 and up.

To minimize our fees and enable our staff to complete your tax return in a timely manner, please complete our Fiduciary Tax Organizer and deliver required information to us as early in the tax season as you can.   Clients who deliver documents to us after the 2nd week of March often need to go on extension.

Estate (706) Returns

Filing deadline is 9 months after date of death

Simple Estate: $5,000 – $8,000

Best for estates with:

  • Gross estate just over Oregon’s $1M filing threshold
  • A small number of assets (e.g., home + bank accounts)
  • No gifts, GST issues, or portability election
  • No business interests or complex valuation requirements

Simple estates are uncommon, but when the asset picture is clean and well‑documented, the return can be completed efficiently.

Average Estate: $8,000 – $15,000

Typical characteristics include:

  • Multiple accounts, brokerage assets, or retirement accounts
  • Real property with standard valuation work
  • Routine deductions (mortgages, administrative expenses)
  • Coordination with the attorney and personal representative
  • Oregon‑only estate tax filing (no federal Form 706 required)
  • Several schedules requiring reconciliation and documentation

Most Oregon estates between $1.2M and $4M fall into this category.

Complex Estate: $15,000 – $30,000+

Used when the estate includes:

  • Multiple real properties or multi‑state assets
  • Closely held business interests
  • Appraisals, valuation discounts, or potential valuation disputes
  • GST allocations
  • Portability election (when a federal Form 706 is required)
  • Oregon Natural Resource Credit considerations
  • Large estates ($5M–$20M+)
  • Audit‑sensitive or high‑risk issues

Complex estates require deeper analysis, extensive documentation, and close coordination with appraisers, attorneys, and fiduciaries.

Non-profit
(990) organizations

May 15 filing deadline

Pricing for reviewing and filing a simple 990 postcard is $800. 
990-EZ filings usually run $900 - $2,100
Complex 990 long form filings begin at $2,200 with final pricing based on overall complexity.