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Business Tax Return Setup Fees for 2025
Basic Rental Setup Fees (one-time)
Item Qty. Quote
Rental Setup, Existing Rental $0
Rental Setup, Existing Rental, Commercial / Other xxx
Rental Setup, New 2025 Rental, LTR $0
Rental Setup, New 2025 Rental, STR $0
Rental Setup, New 2025 Rental, Commercial / Other xxx
Other Fee 1 xxx
Other Possible Setup Fees (one-time)
Item Qty. Quote
Partnership Setup, Capitalization Tables, (2 entities, 4 partners each) $0
K-1 Setup, Straightforward $0
K-1 Setup, Complex $0
Other Fee 1 xxx
Add-On Rental Setup Fees (one-time)
Item Qty. Quote
Cost Seg Setup, New Rental in 2025 $0
Cost Seg Setup + 3115 / Sect 481a, Existing Rental $0
Rental Acquired in a 2025 1031 Exchange $0
Rental Acquired before 2025 in a 1031 Exchange $0
Other Fee 1 xxx
Other Fee 2 xxx
Total Setup Fees: $0
Business Tax Return Preparation Fees for 2025
Business Tax Return Preparation Fees
Item Qty. Quote
Base Business Entity Tax Return (S Corp, Form 1120S) $0
Base Business Entity Tax Return (Partnership, Form 1065) $0
Base Business Entity Tax Return (Real Estate HoldCo, Form 1065) $0
State Income Apportionment, Straightforward $0
State Income Apportionment, Complex xxx
Streamlined Additional State Tax Return $0
Complex Additional State Tax Return $0
Additional City, Local Tax Return $0
Other Fee 1 xxx
Other Fee 2 xxx
Other Possible Add-On Tax Return Preparation Fees
Item Qty. Quote
K-1 Entries, Low Activity, Trusts / Estates $0
K-1 Entries, Moderate Activity, PTPs, Rental HoldCo $0
K-1 Entries, Complex, Real Estate Syndicates, Private Investment $0
Other Fee 1 xxx
Other Fee 2 xxx
Rental Add-On Tax Return Preparation Fees
Item Qty. Quote
Rentals (first one included, formalized rental bookkeeping done) $0
Rentals (first one included, clean records, DIY bookkeeping) $0
Streamlined Additional State Tax Return $0
Complex Additional State Tax Return $0
Short-Term Rental Activities $0
Rental Property Sale $0
1031 Exchange (includes sale and new setup) $0
Complex 1031 (2:1, 1:2, includes sale and new setup) $0
Other Fee 1 xxx
Other Fee 2 xxx
Total Setup Fees: $0
1040 Tax Return Setup Fees for 2025
Basic Rental Setup Fees (one-time)
Item Qty. Quote
Rental Setup, Existing Rental $0
Rental Setup, Existing Rental, Commercial / Other xxx
Rental Setup, New 2025 Rental, LTR $0
Rental Setup, New 2025 Rental, STR $0
Rental Setup, New 2025 Rental, Commercial / Other xxx
Other Fee 1 xxx
Other Possible Setup Fees (one-time)
Item Qty. Quote
K-1 Setup, Straightforward $0
K-1 Setup, Complex $0
Other Fee 1 xxx
Add-On Rental Setup Fees (one-time)
Item Qty. Quote
Cost Seg Setup, New Rental in 2025 $0
Cost Seg Setup + 3115 / Sect 481a, Existing Rental $0
Rental Acquired in a 2025 1031 Exchange $0
Rental Acquired before 2025 in a 1031 Exchange $0
Other Fee 1 xxx
Other Fee 2 xxx
Total Setup Fees: $0
1040 Tax Return Preparation Fees for 2025
1040 Tax Return Preparation Fees
Item Qty. Quote
Base 1040 Tax Return $0
FasTrac 1040 Tax Return $0
Children 1040 Tax Return $0
Streamlined Additional State Tax Return $0
Complex Additional State Tax Return $0
State Income Apportionment, 1040 Tax Return $0
Schedule C, Small Business, Straightforward $0
Schedule C, Small Business $0
Other Fee 1 xxx
Other Fee 2 xxx
Other Possible Add-On Tax Return Preparation Fees
Item Qty. Quote
K-1 Entries, Low Activity, Trusts / Estates $0
K-1 Entries, Moderate Activity, PTPs, Rental HoldCo $0
K-1 Entries, Complex, Real Estate Syndicates, Private Investment $0
Other Fee 1 xxx
Other Fee 2 xxx
Rental Add-On Tax Return Preparation Fees
Item Qty. Quote
Rentals (first one included, formalized rental bookkeeping done) $0
Rentals (first one included, clean records, DIY bookkeeping) $0
Streamlined Additional State Tax Return $0
Complex Additional State Tax Return $0
Short-Term Rental Activities $0
Rental Property Sale $0
1031 Exchange (includes sale and new setup) $0
Complex 1031 (2:1, 1:2, includes sale and new setup) $0
Other Fee 1 xxx
Other Fee 2 xxx
Total Setup Fees: $0
2026 Startup Fees
Business Startup
Item Qty. Quote
Business Formation, New Domestic Entity $0
Business Formation, Foreign Qualification $0
State Formation Filing Fees xxx
S Corp Election, Timely Filed $0
S Corp Election, Late, Timely Filed Tax Return $0
S Corp Election, Late, without Timely Filed Tax Return $0
Payroll Quick Launch $0
Payroll Account Opening Only $0
Other Fee 1 xxx
Other Fee 2 xxx
Startup Individual Planning Services
Item Qty. Quote
Household Tax Projection, Basic $0
Household Tax Projection, With Tax Strategy Session $0
Additional State Tax Projections Beyond Resident State $0
Other Recurring Advisory Fee 1 xxx
Other Recurring Advisory Fee 2 xxx
Startup Business Entity Planning Services
Item Qty. Quote
Shareholder Payroll Plan, QBID Optimization, Reasonable Salary Calcs $0
Business Entity Tax Projections (state or local taxes only) $0
Business Entity Tax Projections (PTET optimization, and state or local taxes) $0
Streamlined Additional State Tax Projections, Apportionment $0
Complex Additional State Tax Projections, Apportionment $0
Accounting Consulting Session (90 minutes) $0
Other Recurring Advisory Fee 1 xxx
Other Recurring Advisory Fee 2 xxx
Startup Tax Session, Chats and Calcs
Item Qty. Quote
Tax Strategy Session (40 minutes) $0
End of Year Tax Strategy Session, Next Year Outlook Review $0
Quick Chats (bundle of 3, May thru Nov, per owner) $0
Reasonable Salary Calcs, Discussion Only (standalone) $0
Reasonable Salary Calcs with RCReports, and Review $0
Other Fee 1 xxx
Other Fee 2 xxx
Total Setup Fees: $0
2026 Advisory Engagement Fees
Advisory Platform
Item Qty. Quote
Keystone flat $0
Copper flat $0
Breck flat $0
Vail flat $0
Custom xxx
Custom Engagement Tax Return Prep Fees
Item Qty. Quote
Business Entity Tax Return (Primary) xxx
Business Entity Tax Return (Additional) xxx
1040 Tax Return (Primary) xxx
1040 Tax Return (Additional) xxx
Individual Advisory Recurring / Annual Enhancements
Item Qty. Quote
Household Tax Projection, Basic $0
Household Tax Projection, With Tax Strategy Session $0
Additional State Tax Projections Beyond Resident State $0
Other Recurring Advisory Fee 1 xxx
Other Recurring Advisory Fee 2 xxx
Business Advisory Recurring / Annual Enhancements
Item Qty. Quote
Shareholder Payroll Plan, QBID Optimization, Reasonable Salary Calcs $0
Business Entity Tax Projections (state or local taxes only) $0
Business Entity Tax Projections (PTET optimization, and state or local taxes) $0
Streamlined Additional State Tax Projections, Apportionment $0
Complex Additional State Tax Projections, Apportionment $0
Accounting Consulting Session (90 minutes) $0
Other Recurring Advisory Fee 1 xxx
Other Recurring Advisory Fee 2 xxx
Tax Session, Chats, Calcs and Update Enhancements
Item Qty. Quote
Tax Strategy Session (40 minutes) $0
End of Year Tax Strategy Session, Next Year Outlook Review $0
Quick Chats (bundle of 3, May thru Nov, per owner) $0
Quick Chats (beyond 3, bundle of 3 only) $0
Reasonable Salary Calcs, Discussion Only (standalone) $0
Reasonable Salary Calcs with RCReports, and Review $0
Household Tax Projections Update $0
Payroll Plan Update $0
Business Entity Tax Projections Update $0
Other Recurring Advisory Fee 1 xxx
Other Recurring Advisory Fee 2 xxx
Total Setup Fees: $0