FEES as of January 1, 2019

Below is our fee schedule for the services that our firm provides.  Generally, our fees are based on a combination of the following:

  • Time spent
  • Complexity of the engagement
  • Level of expertise required
  • Research of uncommon tax situations

OUR RATES

We provide a variety of bookkeeping, accounting, tax and other financial services to our clients.  To minimize your total fees, we have a variety of staff members that we utilize in the preparation of particular services.  The following are the rates of our firm:

  • Partner Rate $190/hour
  • Staff CPA Rate $140/hour
  • Staff Accountant Rate $90/hour
  • Administrative/Clerical Rate $50/hour
  • POKER PLAYER RATES - Minimum tax return fee of $550 (higher fee due to specialty area)

INCOME TAX PREPARATION

Our fee for Individual Income tax return preparation starts at $400 and  for Business returns, including Corporations, Partnerships and Trusts starts at $600.  We provide the following for every income tax return prepared:

  • Basic Federal and State income tax returns with electronic filing
  • An instruction letter, including recommended estimated tax payments, if necessary
  • Electronic format of the Federal and State tax returns
  • Individualized tax organizer sent each year in early January
  • K-1’s for all Partners/Members, if applicable

 More complex income tax returns incur additional charges based on the preparer time spent.

 


A part-year state return adds complexity because income and expenses have to be allocated between resident states, even if you have moved from a state that does not require income tax returns. Our minimum fee for a Federal and part-year Georgia Income Tax return is $500.

 


 

OTHER MISCELLANEOUS FEES:

  • Automatic extension of time to file, no balance owing: $50 added to your final bill
  • Automatic extension of time to file, with CPA calculation of balance owing, billed based on our rates
  • Paper copies of tax returns: $75
  • E-mailing password protected copies of returns already provided: $25
  • FedEx overnight: actual cost + $20
  • Reprocessing the tax return, i.e. for amended brokerage statements, billed based on our rates
  • Tax planning and other miscellaneous professional reports, billed based on our rates, FBAR minimum  $175
  • Meetings for new clients,  complimentary for ½ hour
  • Personal Property Tax Returns, billed based on our rates, minimum of $175
  • Children returns for existing clients, $175
  • Quarterly Payroll Tax Returns, based on our rates, minimum of $135
  • Form 1099/1096, based on our rates, minimum of $135
  • Phone calls or email responses to tax related questions, billed at a minimum of 10 minutes, based on our rates
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