★Comprehensive tax and business planning consultation
- Investment $695 (savings above the investment amount are guaranteed).
- Review of business, assets, estate, tax. Recommendations and action items are provided during the meeting.
- Review of prior-year tax return and recommendations on specific tax strategies.
★Year-End Consultations are available. The best time to schedule a year-end consultation is in October.
★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 perfect for startups and solopreneurs with no employees, keeping things simple and cost-effective.
- $495 designed for small businesses with low transaction volume and minimal complexity.
- $795 ideal for growing businesses managing more transactions and starting to scale operations.
- $950 for established businesses with moderate complexity and around 5 employees.
- $1,295 for established businesses with moderate complexity and around 10 employees.
- $2,495 tailored for businesses with significant transaction volume above 15 employees and increasing complexity
- $4,995 the last stop for large companies before they hire their own in house accountant. Nearing 25 employees.
- Catch Up Bookkeeping starts at $300 a month
★Payroll
- Payroll Fees start at $120 per month.
★ Business Tax Return or Schedule C
A CPA with expertise in business tax preparation ensures compliance and identifies deductions that maximize savings. Disclosure: consultation, phone/zoom calls, and emails are additional charges to the prices below.
- Sole Proprietorships:
- $280–$1,200 for Schedule C (business income and expenses).
- LLCs and Partnerships:
- $950–$2,500 for Partnership or multi-member LLC returns (Form 1065) and individual partner K-1s.
- Corporations:
- $950–$2,500 for C Corporation (Form 1120) or S Corporation (Form 1120S) filings.
★ Individual Tax Return
The tax preparation fees are generally form-based starting $350.
- Simple Tax Returns:
- $350–$400 for basic filings, such as individual tax returns (Form 1040) with a standard deduction, W-2 income and Interest.
- Moderately Complex Returns:
- $400–$600 for returns involving itemized deductions, multiple income streams, or investment income.
- Complex Returns:
- $850–$1,600 or more for returns that include small business income (Schedule C), rental properties (Schedule E), or foreign income reporting.
★ Specialized services ensure compliance and reduce the risk of costly mistakes in these complex situations. The following scenarios increase the complexity of tax returns, potentially raising CPA fees.
- Real Estate Income:
- Foreign Income and Assets:
- Reporting foreign income (Form 2555), financial accounts (FBAR), or assets (Form 8938) typically adds $500–$1,000 to the total cost.
- 1040NR Nonresident Tax Return starts at $475
- Extra charge for start-ups with derivatives (depends on complexities)
- Information Return of U.S. Persons with Respect to Certain Foreign Corporations (5471)
$1,350-$2,000 - Information Return by a Shareholder of a Passive Foreign Investment Company (PFIC) (8621) $250-$300 (Per Fund/Acct)
- Statement of Specified Foreign Financial Assets (8938)