PRICING & FEES

As a licensed CPA firm, we follow professional standards and due diligence requirements on every engagement. That means we do more than simply enter numbers into software. We review the information you provide, ask follow-up questions when something does not look right, and make sure filings are consistent, supportable, and compliant.

For individual returns, there is a minimum fee for basic returns and higher starting points for itemized, investment, rental, and complex cases. For business returns, pricing increases with the number of owners, states, schedules, and the condition of the bookkeeping. For bookkeeping and IRS resolution, fees depend on transaction volume, number of accounts or years, and the depth of analysis required.

Most engagements begin with a retainer or scheduled consultation. Once the work is completed and reviewed, the remaining balance is billed through the portal. This allows us to deliver thorough, accurate work without cutting corners just to fit into a flat-fee box.

Several factors can make a return or project more complex than it first appears. Common examples include multiple brokerage statements, several rental properties, business income on Schedule C, K-1s from partnerships or S corporations, foreign accounts or trusts, multi-state filings, prior-year cleanup work, or IRS issues that surface once we begin reviewing your documents.

Our pricing tables reflect this by showing higher starting points for returns that include these items, as well as separate ranges for additional forms and complexity add-ons. This approach helps keep expectations realistic and protects both you and the firm from surprises later in the process.

Our firm regularly encounters returns prepared by do-it-yourself software or unlicensed preparers that contain missed income, overstated deductions, incorrect basis or capital gains, misreported rentals, or unfiled foreign disclosures. These issues can lead to IRS notices, penalties, and expensive corrections later.

As a licensed CPA, Assel Ibrayeva is held to a higher professional standard. Returns are prepared with documentation in mind, reasonable positions under the tax law, and a focus on long-term compliance. While our fees may be higher than discount preparers, many clients find that accurate, ethical work and fewer problems with the IRS are well worth the difference.

We are a good fit for individuals and small business owners who value accuracy, ethics, and clear communication. Our clients are generally comfortable using a secure online portal, are willing to provide complete documentation, and understand that quality professional services require an appropriate investment.

We may not be the best fit if you are looking for the lowest possible price, want us to “match” aggressive positions taken elsewhere without documentation, or prefer to rush through filings without proper review. Our goal is to build long-term relationships with clients who appreciate thorough work and proactive guidance.

Complex filings such as brokerage statements, multiple rental properties, K-1s, business income, equity compensation, foreign reporting, and multi-state activity typically require more time and review, which increases the final fee.

We review your documents, determine the forms and reporting requirements, apply the base price, and then add complexity factors such as multi-state filings, rentals, equity compensation, or crypto activity.

No. We focus on accurate, ethical preparation, and our pricing reflects the time and diligence required to meet CPA standards and protect clients from IRS issues.

Only general ranges can be provided before reviewing documentation. A final invoice is issued after the return is completed, based on the forms, schedules, and complexity involved.

Yes. A $400 retainer is required for individual returns. Business returns and IRS resolution engagements may require a larger retainer.

Most tax returns are priced based on complexity and the forms involved. Consultations, bookkeeping cleanup, and IRS representation may be billed hourly or by project.

The remaining balance is billed once all work is completed and before filing.

We frequently correct returns filed by unlicensed preparers or DIY software. Amendments and cleanup work are billed separately based on complexity.

Yes. Equity compensation (RSUs, ISOs, NSOs, ESPPs) requires specialized reporting and often increases complexity.

Yes. Military tax returns may involve PCS moves, combat zone rules, residency issues, and multi-state filings. Preparation fees start at $600 and vary based on complexity.