We offer four levels of Tax Return Coordination at a FLAT FEE to our Wealth Management clients:
1) Basic – $300. A simple tax return limited to W-2s, 1099-Rs, SSA-1099, and using the Standard Deduction.
2) Standard – $600. A tax return that includes one or more of Schedule A (itemized deductions), Schedule C/K-1 (business income), Schedule D (capital gains or losses) and/or one Schedule E (real estate income from three or less properties).
3) Complex – $900. For tax returns that require accounting for a 1031-exchange, cost-segregation, if you own more than three (3) investment properties or other complex tax situation.
4) Business/Estate/Trust/Non-Profit – $1,200. For entities that require Forms 1120, 1120-S, 1065, 1041, 990-EZ or other complicated entity tax return.