Pricing

Fees vary based on each specific case, so please call for more information. Generally, work is billed on a per item, per hour, or flat monthly rate depending on the engagement.

Tax Preparation:

Fees start at a base amount depending on the type of return (individual, partnership, corporate, estate, trust, non-profit, etc.) and increase based on additional forms, data entry time, taxing authority issues, research time, out-of-pocket costs, and other factors.

Accounting & Bookkeeping:

In some cases the work may be isolated while others it is included as part of a tax return or part of an ongoing agreement. This is typically billed hourly or as part of a flat monthly rate.

IRS & State Dealings:

This can come in many forms, the most common being general follow up with letters and occasional audits. Because the issues are usually isolated this work is normally billed by the hour. A retainer is usually required for this type of work.

Payroll:

Payroll services are provided through our sister company, ChoicePay. Services are quoted on a per-payroll-run basis. Quoted fees typically include everything related to payroll processing except for isolated issues, special requests, and some year-end services such as W-2 and 1099 form preparation.

Investment and Retirement Planning:

These services are offered by our in-house financial advisors. Securities are offered through Legend Equities Corporation, Member FINRA and SIPC. Advisory services are offered through Legend Advisory Corporation, a registered investment adviser. Fees vary based on the services selected. Initial consultations are complimentary, so please set up a meeting if you would like to learn more about this service and the related fees.

Insurance Services:

Life, Long Term Care, and Group Health insurance are offered by our in-house licensed insurance agents. Consistent with most insurance products, our agents receive commissions as a result of insurance sales and in no event charge over and above the premiums set forth by the insurance companies they represent. Our agents offer insurance products through many carriers, and therefore have a unique ability to shop many insurance companies and products to find the most suitable and cost effective solutions.

Consulting and Miscellaneous Work:

In addition to the basic categories described above, we also engage in assisting clients with other related work from time to time. This might include applying for tax exempt status, general accounting review, general taxation issues, and other services. Please call for more information.