Services and Pricing
Our services
Estate Planning
What is a Will? What is a Trust? What is the difference between a Will and a Trust? Both instruments allow you to make the same decisions, but a Revocable Living Trust ensures privacy and it has power during life whereas a Will becomes effective at death. You will make the following decisions: who will get your stuff? Who will be the guardian of your minor children? And who will manage and distribute your assets upon incapacity or passing.
Estate Planning is an essential part of a comprehensive financial plan. If you don’t have a plan in place, then the State government will decide what happens to your assets.
Tax Planning and Asset Protection
Whether you have worked hard for many years to build your wealth, you are in the process of building your wealth now, or you have received a substantial inheritance, you want to employ tax minimization strategies and protect your wealth from liability. Business owners, doctors, and other medical practitioners are generally exposed to greater legal liability than the general public. While there is no way to immunize yourself from legal liabilities of various kinds, there are steps that you can take to both reduce your exposure to liability and minimize your tax burden.
Tax Return Preparation
We prepare unfiled tax returns from previous tax years, amended tax returns for previous tax years, S Corporation tax returns, partnership tax returns, trust tax returns, and estate tax returns. We prepare state tax returns for any state in the United States, in addition to federal tax returns. With our tax preparation services, you also receive some tax planning tips, including adjusting your tax withholdings and contributing to tax advantaged retirement accounts.
Tax Controversy
Have you received a letter saying that you owe the IRS? Did you receive a penalty that you don’t agree with? Many people are afraid of the IRS, but the truth is that the organization is full of really nice people (I’ve worked with many of them). Advocating as a tax payer before the IRS is all about truth, documentation, and connecting the dots. If you have received a letter, give us a call and we will deal with the IRS for you!
Services and Pricing
$1,850 Family plan pair of Wills Includes POAs and Healthcare Directives.
$1,500 Single Person Will (trust for kids). Includes POA and Healthcare Directive.
$1,300 Simple Will (no trusts). Includes POA and Healthcare Directives.
$2,900 Typical Family Revocable Trust package, whether trust for each parent or joint trust for both. (property to surviving spouse at first death, remains in trust for kids at second death). Includes Pour-Over Wills, POAs, Healthcare Directive, and real estate deed for primary residence. $250 for each additional real estate deed into trust.
$2,500 Single Person Revocable Trust package (remains in trust for kids). Includes Pour-Over Will, POA, Healthcare Directive, and real estate deed for primary residence. $250 for each additional real estate deed.
$1,000 Establishment of LLC for rental property. Includes filing fees, one deed of real estate, EIN registration, LLC Operating Agreement. May be increased fee for multiple owners.
$1,000 Establishment of LLC for S Corporation. Includes filing fees, EIN registration, LLC Operating Agreement, S corp election, assistance with establishing payroll including registering with state DOR for withholding and DOL. May be increased fee for multiple owners.
$1,200 Minimum Annual Tax Representation – Includes preparing and filing tax returns from previous calendar year and the creation of a tax plan.
$1,750 Minimum Personal and S Corporation Tax Representation – Includes preparing and filing personal and business tax returns from previous calendar year and the creation of a tax plan.
$5,500 501(c)(3) Creation – Includes all incorporation paperwork and filing, EIN registration, IRS application for 501(c)(3) status, and all filing fees. If you expect to raise less than $50,000 each year for the first 3 years of the non-profit’s existence, the fee is only $3,500 as it calls for a shorter IRS application and lower application fee to the IRS.