Our Services

So you are interested in becoming a client.  Here you will find some relevant information to book a new client appointment.

We are a firm that caters to self-employed individuals, and small businesses in the WDC metro area.  We limit the number of new clients we take on each year to ensure that we are doing the best job for both our existing and incoming clients. 

Fee structure

Our fees are based on the complexity, time, and expertise of our staff.  We have learned over the years that most clients have a unique tax situation, which is why we give a range for our fees to best suit the needs of the individual client.  We estimate that the below fee structure applies to about 80% of our new clients. 

1040 Returns with no Self Employed income - $750 to $1,200 (includes normal investment income and itemized deductions)

1040 Returns for Self-Employed Individuals - $1,000 to $2,500 (includes everything from above plus business use of vehicle and office in the home)

Some items that create additional fees include investment properties, sale of investment property, sale of personal home, high volume stock trading, multiple states, foreign bank and financial assets reporting, and K-1 income. 

S-Corps, Partnerships, LLCs, and C-Corps - $2,500 to $7,000 - this pricing is based on complexity and number of shareholders. This pricing does not include bookkeeping or payroll.

We typically require 50% of our fee at the signing of our engagement letter, with the balance paid once work on the return has been completed.

Want to discuss your tax situation further?  Please give us a call or email us.