Our Fees
Tax Preparation and Consulting
Our fees are based on a value-pricing concept that results in our charging
you once for services we have agreed to provide. Those services include
consultation available to you during the calendar year, as often as
you need us.
This value approach encourages you to contact us throughout
the year and we in turn are able to be more effective and responsive
to your needs.
When was the last time you had a more accommodating
and attentive professional working for you?
Our fees vary with complexity and other factors involving our time
and the information you provide. For example, our standard fee for an
individual 1040/540 income tax return with itemization, i.e., Schedule
A, is $265. If you have a business to include in your tax return Schedule
C, our minimum fee is $120. Rental property, capital gains and/or losses,
1031 exchanges are charged separately. Our fee for business organizations
including corporations, partnerships, and LLCs start at $550. It is
always best to discuss specifics to fairly determine the approximate
cost for our services. We are very competitive and have the highest
service standards.
Bookkeeping Services
Minimum charge per month is $150, or $450 per quarter. In other words,
the frequency of your reporting requirement is factored into the rate
we charge you. There is an initial one time setup fee required to implement
your books on our system.There is an initial $150 one time setup fee.
Please note that bookkeeping costs, including the setup fee, will be
based on our time, number of accounts, account activity, frequency of
reporting, and the quality of your records. It is impossible for us
to provide an exact dollar amount of what we will charge you before
we have an opportunity to meet and discuss your business. Our standard
bookkeeping service includes sales and use tax reporting, 1099 reporting,
and other agency reporting as required.
Payroll Services
The following schedule applies to our payroll service. There is a minimum
one time setup fee of $150. Our standard payroll service include filing
quarterly estimates as well as year end reporting.
| #
of Checks |
Weekly |
Bi-Weekly/Semi-monthly |
Monthly |
| 1 |
15.00 |
24.00 |
30.00 |
2 |
17.00 |
26.50 |
32.00 |
| 3 |
19.00 |
29.00 |
34.00 |
4 |
21.00 |
31.00 |
36.00 |
| 5 |
23.00 |
33.00 |
38.00 |
6 |
25.30 |
35.00 |
40.00 |
| 7 |
27.75 |
37.00 |
42.00 |
8 |
30.00 |
39.00 |
44.00 |
| 9 |
32.00 |
41.00 |
45.00 |
10 |
35.00 |
43.00 |
48.00 |
| 11 |
36.75 |
44.50 |
50.00 |
12 |
38.50 |
46.00 |
52.00 |
| 13 |
40.00 |
47.50 |
54.00 |
14 |
41.50 |
49.00 |
56.00 |
| 15 |
43.00 |
50.50 |
58.00 |
Other Services
Our fees for other services such as Offer and Compromise are based on
our standard hourly rates. An Offer and Compromise can range from $2,500
on up depending on the complexity and organization of client information.
Our standard hourly rates range from $40 per hour for clerical services
to $150 per hour for professional services.
Committment to Service Excellence
Members of the American Institute of Certified
Public Accountants, California Society of CPAs,
American Society of Enrolled Agents, and the local Chamber of Commerce.