FEES as of January 1, 2022

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 $200/hour
• Staff CPA Rate $150/hour
• Staff Accountant Rate $100/hour
• Administrative/Clerical Rate $50/hour

INCOME TAX PREPARATION

Our fee for Individual Income tax return preparation starts at $500 and  for Business returns, including Corporations, Partnerships and Trusts starts at $700.  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 $600.

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: $100
• 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 $200
• Gift Tax Returns - $450 minimum
• Children returns for existing clients, $200
• Quarterly Payroll Tax Returns, based on our rates, minimum of $150
• 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