Pricing
Straightforward, published rates for our most common services — effective November 1, 2026.
Enrolled Agent · Tax Planning Services
Effective November 1, 2026
Prices shown below are minimum fees. Final fees may increase based on the complexity of the analysis, the number of accounts or entities involved, and the time required to complete the engagement.
Flat-Fee Planning Analyses
Roth Conversion Analysis
Multi-year conversion schedule and tax-bracket modeling
$750
Estimated Tax Projection
Current-year liability estimate and quarterly payment guidance
$250
Capital Gains Analysis
Realized/unrealized gain review and harvesting opportunities
$350
RSU Tax Projections
Vesting schedule review and withholding shortfall analysis
$550
Real Estate Sale Analysis
Gain/loss calculation and tax impact of a property sale
$500
Custom & Hourly Services
Divorce Settlement Tax Review
Scope depends on asset complexity; quoted after intake
Varies
Business Sale Tax Analysis
Scope depends on deal structure and complexity; quoted after intake
Varies
All Other Tax Planning Matters
Billed in quarter-hour increments
$300/hr
Enrolled Agent · Annual Retainers
Effective November 1, 2026
$1,250/yr
Includes
Ideal for planning clients who want implementation and tax filing bundled together.
$2,500/yr
Includes
Eligible businesses: sole proprietorships, partnerships (<5 partners), and S-corps (<5 shareholders).
Fees are subject to change with advance written notice. Retainer packages renew annually and do not include services listed separately above unless stated. This schedule describes scope of services only and does not guarantee any tax outcome or savings.
Tax Preparation Services
Effective November 1, 2026
Please Note
Your final fee increases based on the complexity of your return — additional schedules, multiple states, investment or crypto activity, and other factors. Contact us for a personalized quote.
Contact Us for a QuoteIndividual Returns
Basic 1040 (Sch. A, B, D — up to 2 accounts*) + 1 state return
Starting at$450
Business & Entity Filings
Small Business Filings (1065/1120/1120S)
Starting at$800
Trust & Estate Filings
Starting at$800
Non-Profit Filings
Starting at$800
*Each 1099-B from a consolidated investment account counts as one account. When trades cannot be combined into “various,” each trade counts as one account.
Questions?
Every engagement is different. Reach out and we'll help you find the right starting point — and a firm quote — for your situation.
Contact Us