ADDITIONAL SERVICES:

Additional services apply when work falls outside the scope of your selected service plan or requires separate engagement

Amendments – Priced at regular tax filing above
Preparation and filing of amended tax returns when changes are needed after a return has been filed. This includes reviewing the original filing, identifying required corrections, and submitting updated returns to the appropriate agencies.

Small Business Bookkeeping, Book Cleaning, and Record Reconstruction – Call for estimate
Review and recording of business transactions, book and paperwork cleaning, and lost/unkept books reconstruction

IRS Representation and Resolution Services – Starting at $1000
Direct representation on your behalf for IRS matters. This includes IRS notices, setting up authorization, and communicating with the IRS to determine the scope of the issue and work toward resolution if possible. While many matters are resolved during this phase, if additional representation is required, next steps and further costs are discussed before proceeding.

Consultations and IRS Letter Assistance – $160 per session
General tax advice, planning discussions, and answers to specific questions. Sessions include a 30 minute call and a follow-up summary email of next steps (for tax letters).

Prices as of May 1, 2026