★Comprehensive tax and business planning consultation
- Investment $1,500 (savings above the investment amount are guaranteed)
- Trifecta diagram (business, assets, estate, tax) with recommendations and action items.
- Consultation up to 3 hours on tax strategy and application of our 20-point tax planning checklist.
- Review of prior-year tax return and recommendations on specific tax strategies.
★Advisory Services plus Tax Returns
| Aspen | Vail | Breckenridge | |
| Monthly Fee Starts At: | $800 | $500 | $300 |
| One-Time Onboarding Fee (Custom Quoted) Starts At: | Varies | Varies | Varies |
| Frequency Of Tax Strategies/Estimates | Any Time | Quarterly | Annual |
| Planning Meetings w/Your Financial & Estate Team | 👍 | ||
| IRS Audit Representation (up to 10 hours per year) | 👍* | ||
| VIP Rewards | 👍 | ||
| Meetings w/Management | Any Time, (Scheduled in Advance) | Quarterly Zoom Strategy Meeting (Scheduled in Advance) | Annual Zoom Strategy Meeting (Scheduled in Advance) |
| VIP Emergency Access | 👍 | 👍 | |
| Annual Pre-Payment Discount | 5% | 5% | 5% |
| Pickup/Delivery Service | 👍 | 👍 | 👍 |
| IRS Notice Response (up to 3 per year)** | 👍 | 👍 | |
| Support with Your Dedicated Project Manager | 👍 | Phone & Email Only | Email Only |
| Prioritized Communication System | 👍 | 👍 | 👍 |
| 24/7 Cloud To Gather, Organize, and Sign Tax Docs | 👍 | 👍 | 👍 |
| Federal & State Tax Returns*** | 👍 | 👍 | 👍 |
| Video & Screen Cast Communication | 👍 | 👍 | 👍 |
| Amended Returns & Backwork | Quoted | Quoted | Quoted |
| QB Bookkeeping Package | Separate Flat Fee | Separate Flat Fee | Separate Flat Fee |
| ROI 200% +, See a list of our competitive advantages |
★Bookkeeping
$300 for businesses with up to $25,000 in monthly revenue or expenses (whichever is greater)
$550 for businesses with $25,000-$150,000 in monthly revenue or expenses (whichever is greater)
$950 for businesses with $150,000 or more in monthly revenue or expenses (whichever is greater)
★Payroll
Payroll Fees start at $120 per month.
★ Business Tax Return
Business Tax Return Fees are fees based on your company’s gross income or expenses, whichever is greater. These fees apply to all corporations, partnerships, and LLCs. Disclosure: consultation, phone/zoom calls, and emails are additional charges to the prices below.
Activities of $100K or less – $ 650.00 (Fed & State)
Activities of $101K to $199K – $ 680.00 (Fed & State)
Activities of $200K to $299K – $ 710.00 (Fed & State)
Activities of $300K to $499K – $ 790 (Fed & State)
Activities of $499K to $599K – $ 880 (Fed & State)
Activities of $600K to $800K – $ 1,150 (Fed & State)
Activities of $801K to $1M – $ 1,450 (Fed & State)
Activities of $1.1M to $2M – $1,950 (Fed & State)
Activities of $2.1M to $3M – $2,350 (Fed & State)
***Activities over $4m – call for pricing
***Assets over $8m – call for pricing
***8825 (Rental Property Income/Loss ) – add $200 (min) per a property
***Foreign Activities Forms – Call For Pricing
***Various Elections – Call for Pricing
***Rush Fees + 20%
***Prior Year Tax Returns + 20%
*** Extra charge for start-ups with derivatives (depends on complexities)
★ Individual Tax Return
The tax preparation fees are generally form-based. For example, if your tax return includes Form 1040, Schedule A, and Colorado state tax return, we would charge a fixed price for each of these forms. Our average fee range for the 2024 season is summarized as follows:
- Simple returns usually cost $450 – $900 to prepare.
- Average returns usually cost $950- $1,200 to prepare.
- Complex returns usually cost $1,250 – $2,500 to prepare.
- Tax returns with multiple rental properties, businesses, multiple states, foreign income or other complexities usually cost $1,600 – $2,500 to prepare.