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.
Tax Return Preparation:
|
New Clients |
|
|---|---|
|
Individual Tax Return Retainer |
$350 |
|
Individual Tax Return Retainer w/ Self Employment or Rental Property |
$850 |
|
Business, Non-profit, or Trust/Estate Income Tax Return Retainer |
$850 |
|
Federal or State Estate Transfer Tax Return Retainer |
$3,000 |
|
Returning Clients |
|
|---|---|
|
Individual Tax Return Retainer |
$350 |
|
Individual Tax Return Retainer w/ Self Employment or Rental Property |
$700 |
|
Business, Non-profit, or Trust/Estate Income Tax Return Retainer |
$700 |
|
Federal or State Estate Transfer Tax Return Retainer |
$3,000 |
|
Extensions |
|
|---|---|
|
New Clients |
$230 |
|
Current Clients |
$80 |
Additional Tax Work (bookkeeping, complex tax analysis and advice): $350/hr.
Tax Consultation Meetings:
Intake Interview: $225
Standard Consultation (1hr.): $350
Consultation with April Gutierrez (Adv. Knowledge): $500
| Consultation with Austin Gutierrez (CPA) | ||
|---|---|---|
|
New Client: $450 |
Current Client: $350 |
Current Client 30-min Consultation: $200 |
Payroll & Bookkeeping:
Retainer: $650-$1,300
Hourly Rate: $125/hr.
Manual Work: $350/hr.
Accounting Hourly Rate - Austin/Heather - $350/hr.
FORM 1099 e-filing: $130 for 1st. / $65 for additional