Skip to content

Terms and Fees

Our fees reflect 30 years of experience and ongoing professional education required of CPAs. We competitively offer a simple fee range of $300 to $500 for most personal tax returns. Think of it as basic, medium and complex. Having said that, we try to maintain historical fees for returning clients.

Your tax preparation fee is dependent on a number of factors: complexity of required forms, time needed to accurately prepare a complete tax return; and organization of submitted documents. We are comfortable with our fee structure having done this for a while, and we know what it takes to accurately and comprehensively prepare your tax returns.

Some taxable events that might increase preparation time include-

<

multiple state returns

stock and other asset sales

K1 income

rental properties

small businesses

home offices

debt cancellation

change in marital status

foreign earned income

Using our simple Tax Checklist to summarize your receipts, transactions, notes, etc. will reduce tax preparation time and subsequent preparation fee. You truly are the most intimate with your financial and tax worlds - we only peer into your life for a limited amount of time in an attempt to know everything.

Our fees always include a joint tax return with a state tax return, and of course eFiling (unless unavailable due to a number of government-imposed restrictions). We can also perform a married filing separate analysis (not typically in Community Property states, such as Wisconsin) to determine the tax benefit if any, and also determine how each taxpayer contributed to the tax consequence (for example: divorcing couples).

Additional Fees

We also have a short list of additional fees that might be incurred depending on your tax situation.

Copy of prior year tax returns

$50

Tax returns requiring paper filing

$40

Clients who introduce significant changes or additions
after a preliminary tax return is prepared

$120/hr.

Clients who discover additional relevant information requiring amended tax returns

$120/hr.

QuickBooks help and setup, reconstructing financial statements,
tallying receipts or invoices

$80/hr.

Extensive research, coordinating with attorneys, business
consultation, writing correspondence

$120 to $250/hr.

If your tax returns are selected for review by the taxing authorities, not as a result of tax preparation errors, we can represent you but bill you for the time incurred.

$120/hr.

Extensive tax planning such as contemplating sale of real estate, retirement timing issues, change in marital status and other similar issues.

$120/hr.

Our Promise

Our service doesn’t end when you sign your tax returns and pay our fee.  We are available year-round to answer any questions about your tax filing or help you with Tax Planning.  Should you receive correspondence from a taxing authority, we will help you make sense of all the tax jargon.  Rest assured, if you are assessed any interest or penalties as a result of an error on our part, while we do not assume any liability for your taxes, we will pay any interest or penalties and help bring the matter to resolution at no additional cost to you.

We are your Milwaukee Area tax and tax preparation experts. We look forward to working with you! And even if you don’t live in the Milwaukee Area, we can still provide excellent service through modern technology and our client portal.

Days until April 15

Contact Us

Ask a Question

Find comfort in knowing an expert in accounting is only an email or phone-call away. (414)744-6787

We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you. Contact Us

Register for SecurePortal

New to our firm? Register here for our Secure Firm Portal Secure Firm Portal

Subscribe to our Newsletter

Subscribe to our monthly emailed newsletter to receive news, updates, and valuable tips. Subscribe