SERVICES & PRICING

Tax Preparation & Planning

Effective tax preparation and planning can help you minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status
and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state, and local tax legislation and other developments impact you and your business and we are constantly identifying new ways to reduce federal, state, or local tax liabilities.

Notary Public

A notary public can help you to manage various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

Management Advisory Services

As a Certified Lean Six Sigma Black Belt we focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in strategic planning and rapid improvement events. Contact our office to learn about the full range of services we provide.

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can collaborate with your legal counsel to help you structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to manage all estate and trust tax-related matters.

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc. that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Tax Return Pricing

All Pricing includes WI &/or IL

1040 – Single taxpayer – W-2 income only Starting at $150
1040 – Single taxpayer – W-2, HSA, etc. Starting at $200
1040 – Single taxpayer – w/children Starting at $250
1040 – Married taxpayer Starting at $250
1040 – Married taxpayer – w/children Starting at $300
1040 – Married Filing Separate w/income split Starting at $400
1040 – with one simple Schedule C (business income or income received on 1099
NEC) Starting at $350
1040 – with one complex Schedule C (business income, depreciation, daycare, etc.)
Starting at $400
1040 – with Schedule E (rental property – includes one rental property with an additional charge for more) Starting at $350
1040 – with Schedule F (farm) Starting at $400
Additional State Returns (excluding IL & WI) Starting at $75/ea.
C Corporations Starting at $900
S Corporations Starting at $800
Partnerships Starting at $800
Trusts Starting at $500
Homeowners Associations (HOAs) Starting at $400
Dependent Return if we are doing the parents $40
Each additional rental property Starting at $50
Amended Return – We did original return Starting at $100
Amended Return – We did not do original return $100 per hour.
WI Homestead Credit $100
Tax Planning/Business Consulting $120 per hour.
W-4 Consulting – Minimum Charge $30 $120 per hour.
New Business Setup (LLC’s, S-corps,’ etc.) Starting at $300
Notary Services Starting at $5