Pricing Philosophy: We traditionally work with mid-high W2 income earners and small business owners in a tax advisory (relationship based) capacity. Our typical client is looking for a partner who will provide proactive tax guidance year-round. We price our services at a level that allows us to give fewer clients a very high level of service and attention. If you are looking for a discount or drive-thru tax service, we wouldn’t be a good fit.
Book a Service: Expand the link(s) below to view pricing, instructions and my calendar. Upon booking, you agree to receive phone calls and text messages.
New Client Introduction/Orientation
Details: If you are a new client, of course you want to get to know more about me/us, the services we offer and understand our pricing. We offer new clients a free 30 minute phone/zoom introductory meeting so that you can get to know us and see if we are a good fit.
Instructions:
- Use the calendar link to schedule.
- Accept the calendar invite emailed to you. Required.
- Attend/complete introductory meeting via video conference.
Cost/Deposit: $0
Tax Return Preparation
Details: We will provide you with professional tax preparation and e-filing of your Individual and/or Business Tax Returns. During your intake meeting, we will gather all of your tax information via a tax organizer/questionnaire and provide you with a formal quote.
Instructions:
- Use the calendar link to schedule a 1 hour Intake Meeting.
- Accept the calendar invite emailed to you. Required.
- Sign our terms or service/engagement agreement. Required.
- Attend/complete the 1 hour Intake meeting via video conference.
- Receive a formal tax preparation and e-file quote via email.
- Upload your documentations via the digital tax organizer.
- We will then prepare and complete your tax return.
- Review and sign your tax return plus make payment.
- We will then e-file your return or provide you with a fileable copy.
Pricing: We charge $150 per hour for individual tax returns and $250 per hour for business tax returns. The total cost of preparing your return simply depends on the complexity of your return (how many documents, forms, schedules, etc., must be process/prepared) and the time it takes. During your intake meeting, we will give you a formal quote based on the information you provide. On average, our individual returns run $400-$600 and our business returns run $800-$1,400 but can vary based on time/complexity.
Deposit: When scheduling your tax intake meeting, you will be required to make a nonrefundable deposit of 1 hour which is applied to the overall cost of preparing your return. The balance will be due once we have prepared your return. If you need to learn more about us before moving forward, schedule the free New Client Introduction meeting.
IRS Letter Determination
Details: If you have received a letter or notification from the IRS, we will review the letter and confirm the details with the IRS. Once confirmed, we will give you a written explanation of the issue and a list of your options/solutions.
Instructions:
- Use the calendar link to schedule a 1.5 hour Notice Determination meeting.
- Accept the calendar invite emailed to you. Required.
- Sign our terms of service/engagement agreement. Required.
- Sign the 8821 Info Authorization form required by the IRS to get info.
- Upload your Letter/Notice using our secure upload portal.
- We will then call the IRS on your behalf to fully understand the issue.
- Attend/complete video conference and receive written explanation.
Determination Pricing: We charge $225 for initial IRS Letter/Notice Determination which covers 1.5 hours of our time. Most determinations are complete in 1.5 hours but could vary based on complexity.
Resolution Pricing: Determination does not include resolution. If you would like us to also resolve the issue for you, we charge $150/hour for IRS Resolution. If you hire us, you will be required to deposit a retainer for an amount of hours we think it will take to resolve the issue (any unearned/unused retainer will be refunded). Alternatively, you can attempt to resolve the issue yourself.
Deposit: When scheduling your Determination meeting, you will be required to make a nonrefundable deposit for 1.5 hours ($225).
Bookkeeping/Payroll Setup
Details: When/if you decide to hire us to provide your business with bookkeeping/payroll service, the first step is to setup your books or payroll. Setup does not include any bookkeeping.
Instructions:
- Use the calendar link to schedule a 2 hour Bookkeeping/Payroll setup meeting.
- Accept the calendar invite emailed to you. Required.
- Sign our terms or service/engagement agreement. Required.
- Attend/complete the 1 hour setup meeting.
- Complete software/books/payroll setup.
- Determine recurring tasks and schedules.
- Begin recurring bookkeeping and payroll.
Setup Pricing: Setup starts at $300 which covers the first 2 hours of setup (.5 hours of video conference and 1.5 hours of actual setup time). If your books/payroll are more complex or require more time to setup, we’ll notify you and bill you for the additional time.
Recurring: Once your books/payroll is setup, recurring bookkeeping and payroll is billed at $150 hour with a 2 hour per month minimum for bookkeeping and a 1 hour minimum per run for payroll.
Deposit: When scheduling your Bookkeeping/Payroll Setup meeting, you will be requires to make a deposit of $300. If you need to learn more about us before moving forward, schedule the free New Client Introduction meeting.
Written Tax Advice
Details: We do not give casual IRS/Tax advice because the advice we give could have major financial ramification. When giving tax advice, we take a formal approach so that we can give you the highest quality advice backed by tax code/law – in writing.
Instructions:
- Use the calendar link to schedule a 1 hour Tax Advice Meeting.
- Accept the calendar invite emailed to you. Required.
- Sign our terms or service/engagement agreement. Required.
- Send your question to us via our request form.
- Attend/complete the video conference meeting/Q&A.
- Receive written response/explanation to your question.
Pricing: We charge $150 per hour for Tax Advice. Most question are answered (in writing) in 1 hour ($150) but could take longer depending on the depth of the question or if your question is actually multiple questions.
Deposit: When scheduling your Tax Question meeting, we will require a deposit of $150 which covers the first 1/2 of research and 1/2 hour video conference. If you need to learn more about us before moving forward, schedule the free New Client Introduction meeting.
“The feeling of being organized and tax ready is priceless. It’s a weight off my shoulders.”
– Sara Martinez – Denver, CO
“Working with Ed and his team has made tax time for me and my family a breeze. His service is 5 stars.”
– Lisa Smith – Lakewood, CO
“The difference between him and my last accountant is night and day. Highly recommend.”
– Tim Cortez – Aurora, CO