Pricing Transparency
Individual Tax Filing Options
Level 1 – Basic Tax Preparation Services
Median Fee: $500–$525 | Starting Fee: $400
Many of our clients don’t have particularly complicated tax situations. Maybe you’re a retiree on fixed income or are a married couple with a pair of W-2s and some interest income for the year. Maybe you could do your tax return on your own with some canned software or walk around your “block” to find a tax preparer, but you know there’s great value in getting to sit down with a true tax advisor and ask questions that could pertain to your tax return, not just in the spring when you’re thinking about your taxes, but throughout the year when you go to buy a car, sell a house, or install a new air conditioner. You also know that no matter how your tax return is prepared, the IRS could come calling with some complicated notice that makes it sound like they’re going to take your house and wipe out your life savings. You don’t know whether those notices are truly threatening or just harmless IRS nonsense, but just want the comfort knowing that we’ve got this for you. With our Level 1 services, you’ll get the following:
- Preparation of your federal personal tax return (state returns additional)
- Examination of 1-3 years of prior tax returns (new clients only, additional fees apply for amending prior year tax returns)
- Full analysis of potential credits such as education credits, energy credits, dependent care and/or child tax credits, and all credits and deductions from One Big Beautiful Bill
- A Zoom meeting or a detailed email/video review of your tax return
- Complimentary email support throughout the year
- Written or directive responses to IRS notices and notices from other taxing authorities
Level 2 – Intermediate Tax Preparation Services
Median Fee: $800–$825 | Starting Fee: $700
Tax planning and advisory services are where our Luminaries really shine. For so many of our clients, simply sitting down one more time throughout the year to take on an intermediate-level tax plan can save a lot more than it costs. How does tax planning work? Think of it like preparing your tax return in the middle of the year and giving you a sneak peek into your tax future while we still have time to make changes. Most typically, it’s beneficial to have your tax planning session come some time in June through September, though we may recommend some clients meet right at the end of the year as well depending upon their situation. We’ll sit down and do a mock tax return for you based on your most recent paystubs, your investment income statement, etc., and we’ll account for all of the variables in your life that pertain to your tax return. Our intermediate tax planning services are also great if you’re weighing some heavy life decisions. Want to know what your tax situation is going to be like if you get married? Remodel a rental property? Contemplating retirement? Need to know what to do with that inheritance to avoid taxes? These may sound like complicated matters to you, but they’re bread and butter for us.
- All Level 1 services
- 1 annual tax planning / tax strategy session
- Complimentary 10-minute chats throughout the year as needed
Level 3 – Advanced Tax Preparation Services
Starting Fee: $1,250 | CUSTOM QUOTES NEEDED
Upgrade from Level 1 to Level 3 personal tax services complimentary for all Level 2-3 corporate and partnership clients.
When life is just a wee too complicated for one meeting, we offer ongoing advanced tax planning services for our clients as well. Most typically, the clients who are best-served for advanced tax planning services are ones who own businesses. It’s why we include Level 3 services at Level 1 prices for all of our S-corporation, C-corporation and partnership owners. The possibilities are endless as to when you may need us more than just a couple times a year, and if you’re in that boat, our Luminaries are here for you, too. Our Level 3 advance tax planning services are catered to your specific needs, but most typically, it’ll include 3-4 meetings per year with our Luminaries to discuss your situation. For all of our Level 3 clients, not only will we deal with responding to your IRS (and other taxing authorities) notices for you, but, if necessary, we will get Power of Attorney from you and deal with your specific matter with the IRS. We find that most of our clients would benefit most from Level 2 services. If you’d like to have that Level 3 degree of comfort but find that it isn’t necessary, we’ll be happy to advise you to drop you back down to Level 2. The last thing we want is a client paying us for a service that they really aren’t using.
- All Level 2 services
- Multiple annual tax planning / tax strategy sessions
- Direct IRS response when POA is required and necessary
Business Tax Filing Options
Level 1 – Basic Tax Preparation Services
Median Fee: $1,500
Average Fee: $1,250-$1,750 (plus add-ons)
Starting Fee: $1,250
Our Luminaries work alongside the owner(s) of your business and/or your team to map out a course of how we can best help your business grow and help the owner(s) reach their goals personally and for their families. You handle most of your bookkeeping or only need us to take care of the bookkeeping for your business once per year, you take care of all of your own payroll and payroll taxes through one of the big box companies. Our Level 1 services are best for relatively small S-corporations, C-corporations, and partnerships or those businesses who have a great handle on their day-to-day operations and just need us to chime in once a year to review their books.
With our Level 1 services, you’ll get the following:
- Preparation of your federal Form 1065/Form 1120/Form 1120-S (state returns additional)
- Up to 1-hour of bookkeeping/prep work for your business tax return
- Analysis for all potential tax credits and deductions
- Examination of 1-3 years of prior tax returns (new clients only, additional fees apply for amending prior year tax returns)
- A Zoom meeting or a detailed email or video review of your tax return (often combined with personal tax services)
- Preparation of Tangible Personal Property Tax returns (for Florida businesses only) (included only if under the filing threshold and filing a 1-time information-only return with your county)
- Complimentary email support throughout the year.
- Written or directive responses to IRS notices and notices from other taxing authorities
Level 2 – Intermediate Tax Preparation Services
Starting Fee: $1,200 + $200 per quarter | Custom Quotes Needed
Our Level 2 clients are specifically designed for clients who need us to prepare or advise on their payroll and payroll taxes in addition to their tax return preparation. Most commonly, our Level 2 clients are those who are solopreneurs in service-based businesses that are taxed as S-corporations. Our Level 2 clients also may need small payrolls prepared for them on an ongoing basis but might not need us to take care of their bookkeeping on an ongoing basis. Though we can run your payroll for you, we can also support with your payroll being run by one of the big box companies if what you need most is salary, tax, and retirement planning as an S-corporation owner but you’re comfortable running your payroll on your own on an ongoing basis. All of our Level 2 and Level 3 business clients are automatically upgraded to Level 3 personal tax services.
- All Level 1 services
- Ongoing payroll preparation, if necessary
- Monthly or quarterly preparation for payroll for solopreneur S-corporations
- Direct IRS response when POA is required and necessary
Level 3 – Advanced Tax Preparation Services
Starting Fee: $400/month | CUSTOM QUOTES NEEDED
If you’re looking for year-round support with business strategizing and tax planning, our Level 3 services are for you. We build a customized package for all of the services which your business will need from an accounting standpoint and will help you find partners in the community who can assist with things that are outside of our purview. Think of us as your financial quarterback for your business. We have limited availability for Level 3 clients on an ongoing basis. Please reach out to us directly if you are interested in our Level 3 services.
- All Level 2 services
- Monthly or quarterly bookkeeping
- Customized services as needed
or (352) 787-9451