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Tax Prep Coordination Fees

We offer four levels of Tax Return Coordination at a flat fee to current SFM 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 – $800. 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 – price varies. For entities that require Forms 1120, 1120-S, 1065, 1041, 990-EZ or other complicated entity tax return.

Don't know which level you require? Provide us your most recent tax return, and we will provide our best estimate.