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Fees

To provide you with a guideline, these are our estimated costs for tax preparation.

Personal Returns

  • Base rate for personal tax preparation is $200. Returns with schedule C (self-employment), schedule E (rental property) and returns with capital gains and other investment issues should expect to be in the $300 to $500 range and up depending on level of complication as well as the quality, accuracy and timeliness of the information we are given.
  • Electronic filing is FREE.

Business Returns (corporations, trusts, partnerships, LLC’s, etc.)

  • Base rate for most business returns is $300, this rate can increase depending on level of complication as well as the quality, accuracy and timeliness of the information we are given.
  • Electronic filing is FREE.

Non-profit Organizations

  • Base rate for the Federal 990 and the Massachusetts PC is $500 (other costs similar to the business returns listed above)

Other Costs

  • Postage (USPS) will be additional as required.
  • After our initial conversation, internet consultations require a minimum retainer of $200.
  • Walter’s standard billing rate for tax planning and other consulting is $100 an hour.
  • Audit representation requires a $500 retainer.

These prices are provided as a general estimate; please ask us for specific costs for your returns.