Pricing Guide

At Weissgarber CPA, every client is our most important client. Whether your tax situation is simple or complex, you can rest assured that we will not only prepare your taxes thoroughly but also provide the expert guidance you need. Our goal is to make tax preparation seamless, accurate, and stress-free.

All of our packages include:

  • 30 minute complimentary virtual consulting with your CPA to address your tax-related questions or review your return (before or after preparation).

  • Access to our secure and modern client portal, TaxDome, for safe document sharing and communication.

  • An in-depth review of your tax documents to ensure compliance and maximize tax benefits.

  • Access to our Tax Planning and Tax Strategy services, allowing you to optimize your financial outcomes year-round.

The final cost of tax preparation is based on the complexity of your tax return. To help you get started, we can provide a complimentary fee estimate using your previously filed tax return.

We’ve created this pricing guide to give you a general overview of fees and help you understand what’s included. For detailed quotes or more specific scenarios, feel free to contact our team directly.

Individual Taxes - Pricing Guide

  • Our tax preparation fees for Simple Taxes start at $500 and range from $500 to $1,000, depending on the complexity of your return.

    This category is ideal for individuals with straightforward tax needs and may include:

    • 1 to 2 W-2 Forms (e.g., full-time or part-time employment income).

    • 1 to 2 Investment Accounts (e.g., brokerage accounts, dividend income, or interest from savings accounts).

    • 1 Small Business (Schedule C) (e.g., sole proprietorships, freelance work, or side hustles).

    • 1 Rental Property (Schedule E) (e.g., income and expenses from a single rental property).

  • Our tax preparation fees for Advanced Taxes start at $1,000 and range from $1,000 to $2,000, depending on the complexity of your return. This category is designed for individuals and families with more involved tax situations and may include:

    • 2 to 4 W-2 Forms
      (e.g., multiple jobs, spouses working, or household employees).

    • 2 to 4 Investment Accounts
      (e.g., brokerage accounts, dividends, interest, or capital gains from more active investing).

    • RSUs and Stock Options
      (e.g., income and tax implications from restricted stock units, non-qualified stock options, or incentive stock options).

    • Itemized Deductions
      (e.g., mortgage interest, charitable contributions, medical expenses, and state and local taxes).

    • 1 to 2 Small Businesses (Schedule C)
      (e.g., consulting, freelance work, or online sales).

    • 1 to 2 Rental Properties (Schedule E)
      (e.g., managing multiple rental properties, reporting income and expenses, or depreciation adjustments).

    • Asset Sales and Capital Gains Reporting
      (e.g., sale of a home, vehicle, or significant personal or business assets).

  • Our tax preparation fees for Complex Taxes start at $2,000 and are based on the complexity of your return. This category is ideal for individuals, families, and business owners with highly involved or multifaceted tax situations and may include:

    • 4+ Investment Accounts
      (e.g., brokerage accounts, dividends, interest, capital gains from frequent trading, or cryptocurrency holdings).

    • Itemized Deductions
      (e.g., mortgage interest, significant charitable contributions, and state and local taxes).

    • 3+ Small Businesses (Schedule C)
      (e.g., multiple sole proprietorships, consulting businesses, or side hustles with varying income streams).

    • 3+ Rental Properties or Royalties (Schedule E)
      (e.g., managing multiple rental properties, vacation rentals, or earning royalties from intellectual property).

    • RSUs and Stock Options
      (e.g., income and tax implications from restricted stock units, non-qualified stock options, or incentive stock options).

    • Asset Sales and Capital Gains Reporting
      (e.g., sale of significant personal or business assets, such as property, vehicles, or equipment).

    • Foreign Income or Accounts (FBAR/FATCA Reporting)
      (e.g., income from foreign investments, accounts, or businesses).

  • Our consulting fees are $400 per hour, billed in 15-minute increments to provide flexible, efficient, and tailored advice. Consulting sessions typically include:

    • A personalized virtual one-on-one session with your CPA to address your specific needs.

    • In-depth review of your questions and documents prior to the meeting, ensuring a productive and focused session.

    • Custom projections and analyses designed to align with your financial goals and objectives.

    • Assessment of prior-year tax returns to evaluate their accuracy and identify potential opportunities or issues.

    • Expert advice on key topics, such as:

      • Tax projections and estimated payments.

      • New business formation and operations.

      • Asset acquisitions or dispositions.

      • Filing status and entity selection.

Business Taxes - Pricing Guide

  • Our tax preparation fees for business returns (Forms 1065 and 1120S) start at $1,000 and range from $1,000 to $1,500, depending on the complexity of the return. This category is designed for small businesses requiring professional preparation and guidance.

    Tax preparation services may include:

    • 1 Business Partner (e.g., sole proprietorships, partnerships with one managing partner, or single-owner S corporations).

    • 1 to 2 Depreciable Assets (e.g., equipment, vehicles, or real property).

    • 1 to 2 Adjusting Journal Entries (e.g., for tax compliance or correcting bookkeeping entries).

    • 1 Cost of Goods Sold Schedule (e.g., inventory tracking and expense reconciliation).

    • Basic Revenue and Expense Categorization (e.g., organizing financial statements for tax filing).

  • Our tax preparation fees for business Forms 1065 and 1120S start at $1,500 and range from $1,500 to $2,500, depending on the complexity of your return. This category is designed for small to medium-sized businesses with moderate complexity and may include:

    • 1 to 3 Business Partners
      (e.g., partnerships, multi-member LLCs, or S-Corps with owner distributions).

    • 3 to 5 Depreciable Assets
      (e.g., vehicles, equipment, or furniture with detailed depreciation schedules).

    • 3 to 5 Adjusting Journal Entries
      (e.g., corrections for payroll, inventory, or other account reconciliations).

    • 1 Cost of Goods Sold Schedule
      (e.g., reporting inventory purchases and sales or managing material costs).

    • 1 State Tax Return (e.g., state corporate income or franchise tax filings).

  • Our tax preparation fees for business Forms 1065 and 1120S start at $2,500 and are based on the complexity of your return. This category is designed for larger or more intricate businesses with multifaceted operations and tax needs. It may include:

    • 4+ Business Partners
      (e.g., partnerships or multi-member LLCs with multiple owners and complex partner allocations).

    • 6+ Depreciable Assets
      (e.g., vehicles, equipment, or large-scale property portfolios with detailed depreciation schedules).

    • 6+ Adjusting Journal Entries
      (e.g., significant corrections to financial records, reconciliations for payroll, or partner equity accounts).

    • 1 Cost of Goods Sold Schedule
      (e.g., detailed inventory and materials tracking for manufacturing or retail operations).

    • 2+ State Tax Returns
      (e.g., corporate tax filings for multi-state businesses with nexus or employees in different states).

    • Complex Business Sales or Acquisitions
      (e.g., reporting and tax implications for mergers, acquisitions, or significant asset sales).

    • Ownership Changes and Partner Buyouts
      (e.g., allocation adjustments, buyout agreements, and equity reconciliation).

  • Our consulting fees are $400 per hour, prorated in 15-minute increments to provide flexible and efficient support tailored to your business needs. Consulting sessions typically include:

    • Personalized virtual one-on-one time with your CPA to address your unique business tax questions and concerns.

    • Comprehensive review of questions and supporting documents prior to the meeting, ensuring a productive and efficient session.

    • Customized projections and analyses designed to align with your business goals and optimize tax outcomes.

    • Assessment of previous year business tax returns to evaluate their accuracy and identify potential opportunities for tax savings.

    • Expert advice on business tax topics, including:

      • Entity selection and restructuring (e.g., S-Corp, LLC, Partnership).

      • Multi-state tax compliance and nexus considerations.

      • Depreciation schedules and fixed asset management.

      • Partner equity and K-1 allocations.

      • Tax implications of business acquisitions, sales, or mergers.

      • Cost of goods sold (COGS) reporting and inventory management.

      • Tax strategies for minimizing liabilities and maximizing credits or deductions.