As a member of the XY Planning Network, we are able to offer a new tax preparation service, XY Tax Services. Available for existing clients that would like a one-stop resource for their Planning and Tax services. A great way to integreate your Financial Plan with your Tax Preparation!
- Clients who opt-in will be prioritized on first-come/first-served basis
- Clean up of bookkeeping (personal / business) will be billed separately and is not included in the cost of the tax return
- A $100 deposit is required but will be credited to your total fee
- These amounts don’t include tax planning or projections
Individual Tax Return Service
Starting at $325 for a standard return consisting of W2’s, 1099INT’s, Schedule A, and one state return. Additional fees of $150 each for Schedule C, Schedule E (1 rental), Schedule F (1 farm), and each additional state return.
Corporate / Partnership Tax Return Service
Starting at $900. We bill at $200/hr for the following:
- Multi-state income apportionment
- Tracking basis
- Transfer of owners
- Formation and dissolution
The last note is extremely important! The tax preparation service is an add-on service to your financial plan, even if your financial plan includes tax planning. As you know, tax planning is a multi-year projection with Roth Conversion recommendations. We did not do tax return preparation as part of that service.
Due to many client requests for tax preparation services, we are now adding these additional services!
If you have any question, please Contact Us