Tax Preparation

Keeping taxes simple for you

Tax law changes every year. Whatever your income tax needs, we prepare your return correctly and help you plan for the years ahead.

What we prepare

Personal returns

Individual returns, including itemized deductions, self-employment, investments and rental income.

Business returns

Partnership, S corporation and C corporation returns, prepared from books we often already know well.

Planning ahead

Advice on future tax strategy and estimated payments, so there are no surprises next April.

Flat-fee pricing

Know the price before we start

No hourly surprises. Pick the forms you need and add them up. We'll confirm your price after your discovery call.

Individual

Your federal return with one state return included. Add the schedules that apply to you.

  • 1040Individual income tax returnIncludes one state return$400
  • Sch. AItemized deductions+$100
  • Sch. CSelf-employment or sole proprietor business+$175
  • Sch. DCapital gains and losses (with Form 8949)+$100
  • Sch. ERental or pass-through income, each+$150
  • Sch. FFarm income+$175

Business

Returns for partnerships, LLCs and corporations.

  • 1065Partnership or multi-member LLCStarting at$1,200
  • 1120-SS corporationStarting at$1,400
  • 1120C corporationStarting at$1,400

Final price depends on complexity: number of owners, transactions, assets and states.

Estate, trust and gift

Careful work for families during a difficult time.

  • 1041Estate or trust income tax returnStarting at$825
  • 706Estate tax returnStarting at$1,845
  • 709Gift tax returnStarting at$600

Final price depends on the size and complexity of the estate or trust.

Nonprofit

Annual information return for tax-exempt organizations.

  • 990Tax-exempt organization returnStarting at$1,050

Final price depends on the organization's size and activities.

Not listed?Other forms, amended returns, IRS letters and consulting are billed at $200/hour.
Bookkeeping clientsMonthly bookkeeping clients may qualify for a discount on tax returns.
Get your price

Credentials

Prepared by an Enrolled Agent

Brian Beck is an Enrolled Agent, federally authorized to represent taxpayers before the IRS on audits, collections and appeals. He was previously licensed to prepare taxes in California.

Got a letter from the IRS?

Don't panic, and don't ignore it. Send it to us. We'll explain what it means, respond on your behalf and handle the follow-up.

Ask about an IRS notice

Book your tax discovery call

Pick a time that works for you. We'll talk through your situation and what you'll need to bring.

Calendar not showing? Open the booking page or call us.

Keeping your information safe

Please don't email tax documents or Social Security numbers. We'll send you a secure way to share them.