Tax Preparation Huntington Beach (Orange County) CA Lee Robinson CFP, EA, RIA
Bookkeeping -
Prices for Services
Business entity selection (sole proprietor, corporation, partnership) -
Establishing a corporation, partnership, LLC (business formation assistance)
Minimum per month / project $100
Fee dependent upon number of bank statements, credit card statements, checks, and employees.
I am asked frequently "what do you charge," and I want to let you know what other services I perform. Shown below are the services I perform and my fees:f you would like our help with plan implementation and follow up, at the conclusion of Step 6 we will discuss an appropriate ongoing plan. Periodic update meetings and reviews are also recommended.
Minimum $50
Fee $275
Client pays costs required such as filing fee, name search, corporate seal, corporate book.
If you have any question concerning deliveries, pick-ups or prices, please don't hesitate to contact us. We are happy to help find the best solutions for you.
Financial Planning
Fee-minimum $150
Financial Planning encompasses Insurance, Retirement, Taxation, Estates, and general areas as education, mortgage, budgeting, and more. The time it takes to complete a Comprehensive Financial Plan is between 12 to 18 hours meaning that the cost would be between $1,800 to $2,700.
Forms 1099 MISC-Non-Employee compensation, preparation and electronic submission
Minimum $40
Includes up to four Forms 1099 Misc. per form charge is $10.00.
Quarterly estimated tax payment calculation for business and/or personal
Minimum $45
Includes up to four Forms 1099 Misc. per form charge is $10.00.
Sales Tax returns, preparation
Minimum $50
Maximum dependent upon complexity
Tax preparation
The total charge will depend upon the type and number of forms required to properly complete the return. For example, the prices to electronically file various combinations of Federal and State tax returns are:
Minimum Fee $75
Form 1040/540 $117
Form 1040/540, Schedule A, Schedule B $200
Form 1040/540, Schedule A, Schedule B, $323
Schedule C with Schedule SE
Form 1040/540 Individual Income Tax Return
1040 Federal, 540 State of California
Schedule A Itemized Deductions
Schedule B Interest and Ordinary Dividends
Schedule C Profit or Loss from Business
Schedule SE Self-Employment Tax
Tax representation before the Internal Revenue Service and Franchise Tax Board
Hourly $125
Trust information collection fee per hour $75
Quarterly estimated tax payment "reminder" service for business and/or personal
Minimum $20
Includes up to four Forms 1099 Misc. per form charge is $10.00.
