Tax Advisory and Resolution Services and List of Fees

An open and trans­par­ent list of fees and offer­ings is impor­tant to under­stand your invest­ment in reach­ing a res­o­lu­tion, and thus, you can antic­i­pate the fol­low­ing fee sched­ule start­ing with tax advi­so­ry ser­vices, fol­lowed by tax res­o­lu­tion ser­vices.

Ini­tial Meet­ing for Per­son­al and Small Busi­ness Tax Advi­so­ry:

$375. Includes a meet­ing either via video remote­ly or in per­son. The meet­ing could be as quick as an hour, how­ev­er, you should antic­i­pate up to two hours as I usu­al­ly ask a lot of ques­tions and attempt to under­stand your cur­rent posi­tion and poten­tial changes in a holis­tic man­ner. Gen­er­al­ly, I will then take the infor­ma­tion learned in the meet­ing, as well as like­ly request­ing addi­tion­al doc­u­ments in order to for­mu­late a strat­e­gy to move for­ward. This fee is applied to our advi­so­ry and tax prepa­ra­tion ser­vices if you wish to begin an engage­ment. Tax Plan­ning Ini­tial Meet­ing — Click to Sched­ule a meet­ing

Tax Engage­ment Fees:

Indi­vid­ual Tax Advi­so­ry includ­ing Tax Prepa­ra­tion with Res­i­den­tial Rental Prop­er­ties:

$395 plus $235 for each res­i­den­tial rental prop­er­ty (up to a four-plex) and/or $90 per unit for apart­ment build­ings, for your sched­ule E (with up to two W2s) includ­ed with a per­son­al return. The cost is pri­mar­i­ly made up of the tax advi­so­ry. We will pro­vide guid­ance and advice on how you can posi­tion your rentals to take advan­tage of the many poten­tial tax deduc­tions avail­able, includ­ing cost seg­re­ga­tion and prop­er (and cor­rect) depre­ci­a­tion of your rentals. Often, this con­sists of opti­miza­tion on when and how your rental busi­ness struc­tures its depre­ci­a­tion, income, and expens­es. Tax Plan­ning Ini­tial Meet­ing — Click to Sched­ule a meet­ing

Individual Business Tax Advisory including Tax Preparation with Disregarded Entities:

$895 for a sin­gle mem­ber LLC/INC on a sched­ule C (with up to two W2s), plus $375 for each addi­tion­al sin­gle mem­ber LLC/INC along with a per­son­al return. The cost is pri­mar­i­ly made up of the tax advi­so­ry. We will pro­vide guid­ance and advice on how you can posi­tion your busi­ness to take advan­tage of the many poten­tial tax deduc­tions avail­able. In com­mu­ni­ty prop­er­ty states, a part­ner­ship between spous­es is con­sid­ered a sin­gle mem­ber enti­ty for fee cal­cu­la­tion pur­pos­es. Often, this con­sists of opti­miza­tion on HOW your busi­ness struc­tures its finances, income, and expens­es.Tax Plan­ning Ini­tial Meet­ing — Click to Sched­ule a meet­ing

IRS Transcripts:

$95 To obtain Pow­er of Attor­ney (POA) autho­riza­tion and to retrieve IRS tran­scripts to deter­mine what income and pay­ments the IRS has a record of for a tax­pay­er. Each required state POA is an addi­tion­al $75.

$155 To obtain Pow­er of Attor­ney (POA) autho­riza­tion and to retrieve IRS tran­scripts to deter­mine what income and pay­ments the IRS has a record of for a tax­pay­er and spouse. Each required state POA is an addi­tion­al $115.

Tax Resolution Services:

Offer in Compromise or Payment Plan:

Please do not be fooled by com­pa­nies stat­ing they will guar­an­tee or are will­ing to sub­mit an Offer in Com­pro­mise pri­or to under­stand­ing your par­tic­u­lar facts and sit­u­a­tion. Accord­ing to the IRS, most Offers in Com­pro­mise are reject­ed (but that should­n’t be the case, and don’t fall vic­tim to res­o­lu­tion pro­mot­ers who don’t have your best inter­est in mind. Most of the rejec­tions are or should be known ahead of time as the IRS has for­mu­las that are known to tax pro­fes­sion­als, enabling a very high prob­a­bil­i­ty to know in advance what is the best course of action. We sep­a­rate the eval­u­a­tion and sub­mis­sion into two parts and pay­ments. This is a much bet­ter solu­tion for YOU than some oth­ers, includ­ing the big and aggres­sive nation­al adver­tis­ers who charge high­er fees just to sub­mit an Offer in Com­pro­mise with­out regard or ini­tial eval­u­a­tion of via­bil­i­ty and if it is an appro­pri­ate and opti­mal solu­tion for you or not.

Personal Obligation without Prior or Current Business Activity under $50,000:

$795 ini­tial eval­u­a­tion fee to deter­mine if an Offer in Com­pro­mise and/or a pay­ment plan is a viable solu­tion. Once deter­mined, and an Offer in Com­pro­mise and/or pay­ment plan is a viable and appro­pri­ate option, the remain­ing bal­ance of $2195 is due to move for­ward with rep­re­sen­ta­tion and sub­mis­sion of the required IRS forms.  State oblig­a­tions are addi­tion­al.

Personal Obligation without Prior or Current Business Activity under $200,000:

$1250 ini­tial eval­u­a­tion fee to deter­mine if an Offer in Com­pro­mise and/or a pay­ment plan is a viable solu­tion. Once deter­mined, and an Offer in Com­pro­mise and/or pay­ment plan is a viable and appro­pri­ate option, the remain­ing bal­ance of $2995 is due to move for­ward with rep­re­sen­ta­tion and sub­mis­sion of the required IRS forms.  State oblig­a­tions are addi­tion­al.

Personal Obligation without Prior or Current Business Activity under $1,000,000:

$1675 ini­tial eval­u­a­tion fee to deter­mine if an Offer in Com­pro­mise and/or a pay­ment plan is a viable solu­tion. Once deter­mined, and an Offer in Com­pro­mise and/or pay­ment plan is a viable and appro­pri­ate option, the remain­ing bal­ance of $3695 is due to move for­ward with rep­re­sen­ta­tion and sub­mis­sion of the required IRS forms.  State oblig­a­tions are addi­tion­al.

Personal Obligation with Prior or Current Business Activity under $75,000:

$1195 ini­tial eval­u­a­tion fee to deter­mine if an Offer in Com­pro­mise and/or a pay­ment plan is a viable solu­tion. Once deter­mined, and an Offer in Com­pro­mise and/or pay­ment plan is a viable and appro­pri­ate option, the remain­ing bal­ance of $2495 is due to move for­ward with rep­re­sen­ta­tion and sub­mis­sion of the required IRS forms.  State oblig­a­tions are addi­tion­al.

Personal Obligation with Prior or Current Business Activity under $250,000:

$1550 ini­tial eval­u­a­tion fee to deter­mine if an Offer in Com­pro­mise and/or a pay­ment plan is a viable solu­tion. Once deter­mined, and an Offer in Com­pro­mise and/or pay­ment plan is a viable and appro­pri­ate option, the remain­ing bal­ance of $3395 is due to move for­ward with rep­re­sen­ta­tion and sub­mis­sion of the required IRS forms.  State oblig­a­tions are addi­tion­al.

Personal Obligation with Prior or Current Business Activity under $2,000,000:

$1975 ini­tial eval­u­a­tion fee to deter­mine if an Offer in Com­pro­mise and/or a pay­ment plan is a viable solu­tion. Once deter­mined, and an Offer in Com­pro­mise and/or pay­ment plan is a viable and appro­pri­ate option, the remain­ing bal­ance of $3895 is due to move for­ward with rep­re­sen­ta­tion and sub­mis­sion of the required IRS forms.  State oblig­a­tions are addi­tion­al.

It’s VERY impor­tant to note that often an Offer in Com­pro­mise is NOT the best option and depend­ing on the facts, can pos­si­bly lead to more mon­ey being paid to the IRS than a pay­ment plan due to var­i­ous fac­tors includ­ing the Statute of Lim­i­ta­tion on col­lec­tions, spe­cif­ic facts relat­ed to the indi­vid­ual tax­pay­er and fam­i­ly, as well as oth­er con­sid­er­a­tions. In oth­er words, a care­ful analy­sis must be per­formed eval­u­at­ing the total­i­ty of facts in order to deter­mine the best course of action.

Catch Up and Prior Year Returns:

Individuals without business or investment income:

$325 for a sin­gle year, and $250 per year for two or more con­sec­u­tive years of fed­er­al and state return prepa­ra­tion and fil­ings.

Individuals with business or investment income:

$650 for a sin­gle year, and $450 per year for two or more con­sec­u­tive years of fed­er­al and state return prepa­ra­tion and fil­ings.

S‑Corp and C‑Corp Returns:

Starts at $950 for a sin­gle year, and starts at $750 for two or more con­sec­u­tive years of fed­er­al and state return prepa­ra­tion and fil­ings (please con­tact us for an exact quote as it varies depend­ing on the com­plex­i­ty and facts).

Business Tax Items:

S‑Corp formation from disregarded entity LLC

Sin­gle Mem­ber LLC — $149 Prepa­ra­tion and Fil­ing form 2553 (for cur­rent clients)

Sin­gle Mem­ber LLC — $449 Ana­lyze pri­or returns for appro­pri­ate­ness, and if it appears ben­e­fi­cial, Prepa­ra­tion and Fil­ing form 2553

Mul­ti Mem­ber LLC — $149 + $25 for each mem­ber, Prepa­ra­tion and Fil­ing form 2553 (for cur­rent clients)

Mul­ti Mem­ber LLC — $449 + $175 for each mem­ber, Ana­lyze pri­or returns for appro­pri­ate­ness, and if it appears ben­e­fi­cial, Prepa­ra­tion and Fil­ing form 2553

S‑Corp Reasonable Compensation Study

$1179 for first officer/investor, + $950 for each addi­tion­al officer/investor per­formed at the same time. Includes an in-depth inter­view of tasks and a pro­fes­sion­al facts dri­ven approach that the officer(s) can count on in deter­min­ing their required rea­son­able com­pen­sa­tion. Guess­ing or using a per­cent­age is like­ly cost­ing you mon­ey or plac­ing you at risk of hav­ing the IRS reas­sign dis­tri­b­u­tions as wages.

S‑Corp Accountable Plan Setup and Documents

$125 Prepa­ra­tion and pre­sen­ta­tion of cor­po­rate account­able plan doc­u­ments with instruc­tions.

Beneficial Ownership Information (BOI) Filing

$175 Sin­gle Mem­ber LLC

$130 + $45 per mem­ber for Mul­ti Mem­ber LLC

Unit­ed States Tax Court and Appeal Fees:

$375 ini­tial meet­ing and eval­u­a­tion fee to deter­mine the scope of the dis­pute. Depend­ing on the com­plex­i­ty, I gen­er­al­ly attempt to find an appro­pri­ate and rea­son­able fee based on the com­plex­i­ty and facts of the mat­ter, espe­cial­ly for issues relat­ed to small busi­ness and indi­vid­u­als.

Limited Representation for Tax Resolution Purposes Special Offers:

$850 Sin­gle lim­it­ed engage­ment appear­ance at IRS office for an indi­vid­ual with­out busi­ness for tax lia­bil­i­ty bal­ances of up to $175,000 (includes one hour meet­ing and up to 90 min­utes prepa­ra­tion pri­or to appear­ance)*

$1195 Sin­gle lim­it­ed engage­ment appear­ance at IRS office for an indi­vid­ual with dis­re­gard­ed enti­ty (LLC) busi­ness income for tax lia­bil­i­ty bal­ances of up to $300,000 (includes one 90 minute meet­ing and up to 120 min­utes prepa­ra­tion pri­or to appear­ance)*

$1495 Sin­gle lim­it­ed engage­ment appear­ance at IRS office for a S or C Corp relat­ed tax oblig­a­tion, includ­ing with­hold­ing and oth­er tax­es for tax lia­bil­i­ty bal­ances of up to $500,000 (includes one two hour meet­ing and up to 180 min­utes prepa­ra­tion pri­or to appear­ance)*

*  For a sin­gle appear­ance with­out con­tin­u­ing reten­tion for full tax res­o­lu­tion engage­ment. For exam­ple, at a meet­ing with an IRS region­al col­lec­tions offi­cer or oth­er infor­mal meet­ing when rep­re­sen­ta­tion is advan­ta­geous and pri­or to a full rep­re­sen­ta­tion­al engage­ment. If phys­i­cal pres­ence is required and not in the Eau Claire area, trav­el time and expens­es are in addi­tion to the stat­ed fees. 50% of the fee may be applied for full rep­re­sen­ta­tion.

Thank you for your service — Active duty military receive a significant discount from our standard fee schedule, and veterans are also eligible for a discount.