How Pricing Works
Every engagement is quoted in writing before any work begins, based on scope. Nobody receives an invoice they weren’t expecting.
Personal Tax Return and Single-Member LLCs
Answer a few quick questions and get an instant price range for your 1040 — no phone call required.
See Your EstimateBusiness Return
S-corp, partnership, nonprofit, or trust — tell me the shape of your entity and see what it costs.
See Your EstimateAdd Proactive or Strategic to your tax preparation
Two optional add-ons, billed monthly on top of your return fee. No review is needed to add them, and the estimators above show both on your results.
Proactive
I calculate your quarterly estimated tax payments for you during the year.
Individuals: $50 a month
Businesses: $100 a month
Strategic
Everything in Proactive, plus my responses to up to two IRS notices a year.
Individuals: $100 a month
Businesses: $200 a month
Each add-on is a 12-month agreement that starts the day you sign it and renews for another 12 months unless you turn off renewal at least 30 days before the term ends. You choose monthly or annual billing when you sign up. Once signed, the fees for the full 12 months are owed and are not refundable. Your tax return is prepared and billed separately. Tax planning is a separate service: see Personal Tax Planning or Business Tax Planning.
Reviews and studies
A review or study is how I find out whether tax planning fits you, and what kind. My Tax Concierge planning is built around each taxpayer and each business, so it is quoted once your review or study is complete. Each review and study is a fixed fee, paid before the work begins.
Personal
Tax Return Review
$300 per return year. A plain-English review of a return you already filed, with findings in 14 days.
How the Review WorksBusiness
Business Entity Review
$300 per year reviewed. Choose an S election fit review or a review of a filed business return.
How the Review WorksReasonable Compensation Study
$500 per shareholder report. A written, supported salary for owners who work in the business.
How the Study WorksNot Sure Which Service Fits?
Start with a free consultation. Fifteen minutes, no cost, no obligation — you’ll leave knowing what I’d recommend for your situation, and what it would cost.
Book a Free Consultation713-730-9792 · Monday–Friday, 8:00 AM – 5:00 PM CST · Licensed in the State of Texas
