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Tax Packages for lawyers

Our firm specializes in servicing partners in regional, national, and multinational law firms. We understand the complexities of and have experience handing fiscal year ends, foreign taxes paid, multi-state composite, withholding, and PTE reporting. We help you navigate estimated payments and cash flow planning.

1040 Service Packages

Standard

Fixed price: $2,500

Income Source

  • Wages (W-2's)
  • IRA, Pensions, Annuities
  • Interest, Dividends, Capital Gains greater than $10,000
  • 4 or less brokerage accounts
  • Small business with sales less than $100,000
  • State returns included (3)
  • Less than 4 rental properties, K-1's from partnerships, S-Corporations, or trusts

Complex

Base price: $4,000

Income Source

  • 4 or more rental properties, K-1's from partnerships, S-Corporations, or trusts
  • 5 or more brokerage accounts
  • Small business with sales greater than $100,000

Additional state price: $230