Tax Preparation & Consultation Retainers

Please note:  All retainers are non-refundable and are due at the time you book your appointment or deliver your documents to us.

Intake Interviews

The cost to book and intake interview is $200.  This fee is charged only If you would like to meet with your tax preparer prior to your scheduled tax preparation appointment.  The cost of an intake interview is an additional, non-refundable fee.

Tax Consultations

• With Licensed Tax Consultant  - $325/hr. 
• Austin Gutierrez, EA, CPA - $450/hr.
• April Gutierrez, EA, LTC, Senior Tax Consultant- $500/hr. 

Tax Preparation Retainers

New Clients  

• Individual Tax Return Retainer - $325 per 1040 return 
• Individual with Sch. C or E - $650 per 1040 return
• Business Tax Return Retainer - $800 per 1120/1120S/1065/1041/990 return

Returning Clients

• Business Tax Return Retainer - $650  
• Individual Tax Return Retainer - $325  

Payroll/Bookkeeping/Accounting/1099 Services

1099 Document Issuance 

• $125 for 1st 1099 document prepared. 
• $63 for each additional 1099 document.

Payroll  

• Retainer – $650-$1,300  
• Payroll services rate for data entry in OnPay- $125/hr.  
• Payroll consultation - $325/hr.  
• Payroll audit support services - $325/hr.

Bookkeeping

• Retainer - $650-$1,300 
• Rate - $125/hr.  

Advanced Accounting Services

Provided by Austin Gutierrez, EA, CPA & Heather Hua, EA, LTC - $325/hr.