Effective 01 January 2024, our prices will be increasing.  For hourly work, all new clients will be charged US$250/hour, and existing clients will be charged US$250/hour for any new work that is not included in their executed Engagement Letter.  For most tax return preparation, our fees are charged per form.  Please check back for updated pricing for other services.  Thank you.

Click on a service below for more information on services offered and pricing.  Please note that pricing does not include additional fees, such as Filing Fees, Postage & Delivery Fees, REP Fees, and/or any other associated fees.

Advisory & Consulting Services


Excise, Sales, & Use Taxes

Gift Tax Returns

Kovel Letter Arrangement
with Legal Counsel

Tax Compliance & Preparation
Amended Tax Returns

Tax Compliance & Preparation
for Businesses, Non-Profits,
Estates, & Trusts

Tax Compliance & Preparation
United States Estate
(and Generation-Skipping Transfer)
Tax Return

IRS Form 706,
Deceased Spousal Unused Exclusion (DSUE),
& Relevant State Tax Returns

Tax Compliance & Preparation
for Businesses

Tax Compliance & Preparation
for Individuals

Tax Planning
(Domestic & International)

California Property & Casualty Insurance
More information coming soon.
(We are also in the process of becoming an affiliate with Hiscox Insurance.)