Pricing

CPA & IRS Enrolled Agent–Led Firm | Offices in Torrance & Studio City | Serving California and clients nationwide (in person or remotely)

Fees are based on scope and complexity. Final pricing is confirmed after review.
Software subscriptions, filing fees, and third-party costs are not included unless explicitly stated.

Individual Tax Preparation

Form 1040 (basic filing) Starting at $450
1040 with itemized deductions Starting at $650
Sole Proprietor (Schedule C) Starting at $250 per business
Rental Property (Schedule E) +$250 per property
Additional State Return +$250 per additional state
Investments / Capital Gains / Crypto Priced by complexity

Small Business Tax Preparation

Single-Member LLC (SMLLC) Starting at $350
Partnership (Form 1065) Starting at $1,500
S Corporation (Form 1120-S) Starting at $1,500
C Corporation (Form 1120) Starting at $1,750

Bookkeeping cleanup, prior-year filings, multi-state activity, and IRS/state notices may require additional fees.

Trust & Estate Tax Returns

Trust Income Tax Return (Form 1041) Starting at $1,250
Estate Income Tax Return (Form 1041) Starting at $1,250
Estate Tax Return (Form 706) Starting at $3,500

Audit Representation Insurance

Coverage Up to $5,000
Availability Optional add-on
Copay 20% upfront

Eligible clients may add audit representation insurance at the time of tax preparation (Individual, Small Business, and Trust & Estate returns). The insurance provides up to $5,000 in audit representation fees if an audit occurs. A 20% copay is paid upfront at preparation.

Nonprofit Tax Returns

Nonprofit Organization (Form 990 / 990-EZ / 990-N) Starting at $750

IRS Tax Resolution & Representation

Compliance Check with IRS (Back Filing Review + Game Plan) Starting at $500

Includes pulling and reviewing your IRS records to confirm what’s been filed (and what mysteriously hasn’t), identifying any missing forms or reporting gaps, and delivering a clear step-by-step game plan—plus a price quote to get everything completed without surprises.

Back Tax Filing (per year) Starting at $450

Hourly Resolution Rates

CPA-Level Representation $300/hour
Enrolled Agent (EA) Support $175/hour

Common matters include IRS notices, audits, installment agreements, penalty abatement, Offers in Compromise, payroll tax issues, liens, levies, and wage garnishments.

Bookkeeping & Payroll (QuickBooks Online Only)

Bookkeeping services are offered in support of tax compliance and reporting.
We exclusively use QuickBooks Online. Subscriptions are not included.

Monthly Bookkeeping (QBO)

Monthly Bookkeeping Starting at $350/month
Year-End Books Review & Tax-Ready Cleanup $1,000

Includes a review of your year-end books and up to 5 hours of cleanup to reconcile accounts, fix categorization issues, and make sure everything is tax-ready. Any additional work is quoted in advance—no surprises.

Cleanup & Setup

Year-End Bookkeeping Cleanup (DIY Businesses) Starting at $750

Tax-year reconciliation, transaction cleanup, and tax-ready financials.
Extensive reconstruction billed at $125/hour.

Cleanup / Catch-Up Bookkeeping (Past-Due Months) $125/hour (or fixed quote)
QuickBooks Online Setup or Cleanup Starting at $350

Payroll (QBO)

Payroll Processing Starting at $150

Entity Formation & Business Setup

Entity formation is provided in coordination with tax planning and compliance.
Legal advice is not provided. State filing fees are not included.

Single-Member LLC Formation Starting at $1,200
Multi-Member LLC Formation Starting at $1,450
S Corporation Election (Form 2553) Starting at $350
C Corporation Formation Starting at $1,500

Common Add-Ons

EIN Application Included (or $150 standalone)
Operating Agreement Setup/Review Starting at $350
Initial Tax Advisory & Entity Structure Review Starting at $450
QuickBooks Online Setup (New Entity) Starting at $350