Our Services

Our team of Enrolled Agents (EAs) have the knowledge and experience to provide tax preparation and tax planning for your personal or business needs. We work with clients virtually all over the United States using technology to securely and safely transfer documents.

Individual

tax return

1040 / Individual Tax Return

$350
The following items are included in the base return price:
1040 Tax Return
Schedule A / Itemized Deductions
Schedule B / Interest & Dividends
Schedule D / Capital Gains & Losses
1040-ES / Estimated Taxes (Safe Harbor)
Form 8606 / Nondeductible IRAs
Credits and Deductions
State Tax Forms (Up to 2 States)
Additional forms may be added to the base:
Schedule C / Profit or Loss from Business
Schedule E 1 & 2 / Supplemental Income & Loss
Schedule F / Profit or Loss from Farming
Schedule H / Household Employment Taxes
Additional State Tax Forms
Crypto Trades
Married Filing Separately		 $150
$150
$150
$50
$150
$150
$150
Complexity Rate $200/hr
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Trust

tax return

1041 / Trust and Estate 

$600
The following items are included in the base return price:
     1041 Trust and Estate Return
Additional forms may be added to the base:
     Fiscal-Year Reporting
     Section 645 Election
     Charitable Remainder Trust Reporting
     Final Return
Complexity Rate $200/hr
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Business

tax return

Business Tax Return

$1200
The following items are included in the base return price:
     1065 / Partnership
     990 / Organization Exempt from Income Tax
     1120-S / S Corporation
     1120 / C Corporation
Additional forms may be added to the base:
     Income Apportionment
     Basis
     Transfer of Owners
     Formation/Dissolution
     Disposal of Business Assets
     Depreciation of Assets
Complexity Rate $200/hr

 

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Tax

Planning

Tax Planning

$200
Each Tax Planning project is handled on an hourly basis
     W4 Withholding Corrections
     Estimates of Future Tax Liability
     Rental Property Impact Analysis
     Stock Options Strategy (NSOs, ISOs, RSUs, ESOP)
     Roth Conversions for Reduced Tax Liability
     IRMAA Medicare Analysis
     Self-Employed Retirement Plan Strategy
These are typical projects, but we are open to all planning
Complexity Rate $200/hr

 

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Bookkeeping

 

Bookkeeping

$200/month
Bookkeeping includes the following items:
Monthly reconciliation of books
Preparing and delivering financial statements
Processing payroll
Maintaining and balancing the general ledger
Recording all income and expenses
Pricing is based on business’ total monthly expenses
Total Monthly Expenses:
$0 – $10,000
$10,000 – $50,000
$50,000+		 Monthly Fee
$200
$300
$400
Complexity Rate $200/hr

 

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Contact Us

Feel free to use the form to drop us a quick message or the details below. To discuss our services, it is best to use the calendar link to find a time on our calendar.

[email protected]

(832) 543-8890

3571 Mustang Ridge Ln, Pearland, Tx 77584

M-F: 8am-5pm, S-S: Closed