Lee Robinson CFP, EA

Pricing

The services I perform, and my fees

Tax Preparation

$175

minimum

Form 1040/540 $117
Form 1040/540, Schedule A, Schedule B $200
Form 1040/540, Schedule A, Schedule B, $323
Schedule C with Schedule SE

Quarterly estimated tax payment calculation

$60

minimum

Business and/or personal
Includes up to four Forms 1099 Misc. per form charge is $10.00.

Sales Tax returns, preparation

$60

minimum

Maximum dependent upon complexity

Periodic Reviews are Also Recommended.

If you would like our help with plan implementation and follow up, at the conclusion of Step 6 we will discuss an appropriate ongoing plan.

Contact for More Info

Financial Planning

$175

hour

The time it takes to complete a Comprehensive Financial Plan is between 12 to 18 hours meaning that the cost would be between $1,800 to $2,700.
Financial Planning encompasses Insurance, Retirement, Taxation, Estates, and general areas as education, mortgage, budgeting, and more.

Additional Services

Establishing a corporation, partnership, LLC

$400

one time

Client pays costs required
Filing Fee
Name Search
Corporate Seal
Corporate Book

Bookkeeping

$200

per month

Fee dependent upon number of bank statements
credit card statements
checks
employees

Business entity selection

$150

minimum

Sole Proprietor
Corporation
Partnership