Simplified Fee Table

Posted Monday, November 10, 2025

Fee Structure (transparency)

Here is a consolidated fee table for all of WCG CPAs & Advisors typical services.

1040 Tax Return Preparation

For individual tax returns (Form 1040), our fee starts at $800 with most being $800 to $1,000. However, we also have FasTrac at $525 and a fee range of $250 to $400 for children and students depending on your tax footprint.

Typical Base Fee $800 to $1,000
Side Gig / Low Activity Business (Sched C) included
Complex / High Activity Business (Sched C or F)* $250 to $500 ea
First Long-Term Rental included
Additional Rental Stuff, Short-Term Rentals [more]
Additional States, Tax Jurisdiction, State Apportionment [more]
Brokerage Accounts (1-2) included
Brokerage Accounts (more than 2)* $50 to $75 ea
Complex Brokerage Accounts* $100 to $250 ea
Crypto Activities, Reporting Compliance $150 to $300
K-1s, PTPs, Real Estate Syndicates, Private Investment see below
Sale of Primary Residence (simple) included
Sale of Primary Residence (complex) $250

For more information and explanation, please visit our 1040 tax return preparation page.

Rental Property Setup Fees

If you are new to WCG CPAs & Advisors, or if you have recently acquired a rental property, here are typical set up fees-

Rental Setup, Existing Rental Prior to 2025 (unless nutty asset listing) $125 ea
Rental Setup, New Rental Purchased in 2025 (yay!) $200 ea
Rental Setup, New Short Term Rental Purchased in 2025 $250 ea
Add On: Cost Seg Setup, New Rental in 2025 $150
Add On: Rental Acquired in a 2025 1031 Exchange $250
Add On: Rental Acquired before 2025 in a 1031 Exchange $350
Add On: Commercial, 4-Plex, Apartments, Several Assets varies

Rental Property Tax Return Preparation

Here are typical rental property tax prep fees that might be added to your individual tax return (Schedule E reported on Form 1040) or partnership tax return (Form 8825 reported on Form 1065)-

Rental Tax Prep, Prepared Financials (Rental Bookkeeping) $100 ea
Rental Tax Prep, Clean DIY Records (The SRO Template) $150 ea
Rental Tax Prep, Complex or Messy Records (disguised disorganization) $200 ea
Add On: Existing Rental converting to STR $75
Add On: Streamlined State Tax Return (in addition to your resident state) $125 to $200
Add On: Complex State Tax Return (see below for what makes complex, complex) $250 to $400
Add On: Cost Seg Setup + 3115 / 481(a) Calc, Existing Rental Prior to 2025 $625
Add On: Short-Term Rental Activities (non-investor patrol) $75
Add On: Rental Property Sale $250
Add On: 1031 Like-Kind Exchange and New Setup $450
Add On: Complex 1031 (2:1, 1:2) and New Setup(s) $750

For more information and explanation, please visit our rental property tax return preparation page.

K-1 One-Time Setup Fees (PAL COs, Capital, Tax Basis)

If you are new to WCG CPAs & Advisors, or if you have recently acquired an investment or business interest that issues a K-1, here are typical set up fees-

K-1 Setup, Straightforward $25 ea
K-1 Setup, Complex (most are straightforward) $50 ea

K-1 Entry Fees

Those are one and done fees, and the following are tax preparation, or recurring, fees-

K-1 Entries, Low Activity, Trusts / Estates $25 ea
K-1 Entries, Moderate Activity, Publicly Traded Partnerhip (PTP), Rental HoldCo $75 ea
K-1 Entries, Complex, Real Estate Syndicate, Private Investment $100 to $150 ea
Add On: Streamlined State Tax Return (in addition to your resident state) $125 to $200 ea
Add On: K-1 Disposition, Sale, Final K-1, Gain/Loss Calcs $150 to $350 ea

For more information and explanation, please visit our 1040 tax return preparation page.

State Apportionment and Tax Returns

This is a two-step process-

  • calculate the apportionment and determine filing requirements, and then
  • prepare state income tax returns for the business (and possibly the owners too)

Tax Return Madness Level Fee Per State
Business Entity Apportionment Calcs Only* $200 to $250
Business Entity State Tax Return w/ Apportionment $300 to $500
Individual (1040) Apportionment Calcs Only* $200 to $250
Individual (1040) State Tax Return w/ Apportionment, Streamlined $150 to $250
Individual (1040) State Tax Return w/ Apportionment, Complex $250 to $400
Rental Property Streamlined $125 to $200
Rental Property Complex (see below) $250 to $400

For more information and explanation, please visit our state apportionment page.

Tax Planning Season

Tax planning season is here! Let's schedule a time to review tax reduction strategies and generate a mock tax return.

Tax Planning Services
Bookkeeping Services

Tired of maintaining your own books? Seems like a chore to offload?

Accounting Services

Is WCG A Good Fit For You?

Can the wonderful team at WCG CPAs & Advisors help you and your family? Will we be a good fit for each other? Let’s chat!

The tax advisors, business consultants and rental property experts at WCG CPAs & Advisors are not salespeople; we are not putting lipstick on a pig expecting you to love it. Our job remains being professionally detached, giving you information and letting you decide within our ethical guidelines and your risk profiles.

We see far too many crazy schemes and half-baked ideas from attorneys and wealth managers. In some cases, they are good ideas. In most cases, all the entities, layering and mixed ownership is only the illusion of precision. As Chris Rock says, just because you can drive your car with your feet doesn’t make it a good idea. In other words, let’s not automatically convert “you can” into “you must.”

Let’s chat so you can be smart about it.

We typically schedule a 20-minute complimentary quick chat with one of our Partners or our amazing Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax strategy and planning? Rental property support?

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Call Our Team

Need to speak to a tax professional now? Give us a call 719-387-9800 and we'll get you connected.

Chat with a tax pro

Chat With a Tax Pro

Taxes can be tricky. Chat with a WCG human now and get questions answered.

After almost 6 years with this CPA group, there is NO ONE else we would trust to do our taxes.

L. Matisek

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We've worked with multiple bookkeepers and accountants over the years and WCG has completely blown us away.

N. Sellden

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As a novice business entrepreneur they provided me with the tools to both structure and tax my business efficiently

Mayon Hight

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They've made my taxes a breeze and are worth every dime I pay them for the peace of mind their services provide.

Lynn Shannon

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The good folks at WCG have impressed me, as being highly competent, patient & friendly.

Fred LeBlanc

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They've made my complicated business life simple and I'd recommend them to anyone with a slightly complicated-to-overwhelmingly complicated tax strategy!

Nic J

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For nearly nine years, I have had the privilege of working with WCG and their team of exceptionally knowledgeable and experienced CPAs.

Alex Hickman

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Amanda - WCG CPA - You guys have been invaluable in helping us get this business and tax planning setup properly and executed correctly.

Lance Dodd

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WCG is extremely knowledgable, timely and attune to the unique aspects of our businesses.

Carl Protsch

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WCG CPAs are professional and a pleasure to work with.

Nakapan P.

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They go beyond the call of duties to assist me not only with Tax return matters but with any questions on other personal and company tax matters.

Juan Mayorga

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I've always dreaded tax season, but WCG has made things so easy, even as we changed to an S corp. So happy we found them!

Paige de Kock

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It was great to find an accounting firm eager to take on new clients, answer initial questions in depth, and support our “keep it simple” philosophy.

Stuart B.

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Working with WCG was so easy, shout out to Sally Rhoades who handled my complicated tax situation this year wonderfully and was available for all my questions.

Stefani Cinto

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I am so thankful to be a client of WCG CPAs & Advisors.

Carol Kersten

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It's a wonderful and rare treat to find a company like WCG these days with their high level of service, personal approach, and deep knowledge of accounting.

Jeffree Hilton

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Such a great firm. Great communicators, great attention to detail and overall great people.

Jeff Owens

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