SERVICES AND PRICING
Pricing for Tax Return Preparation
Our tax preparation fees are based on Forms (as opposed to time). However, there are occasions when we will add a Time Charge (but we will inform you of such a change). Below are some general examples of the price range for common returns. Tax preparation fees include consultation (30-minute “drop-off” and 15-min “pick-up” appointment), preparation, filing, and your copy. Necessary adjustments to your bookkeeping in order to complete your return will be billed hourly ($60/hour).
The below figures are general ranges and will be accurate for most returns. *CPA prepared tax returns will be on the higher end of the range.
Simple Package
$200-350+
Do you have a W-2 job and a little bank interest income? This could be for you. The Simple Package includes one State tax return.
*Additional States are $50/State.
Basic Individual/Family Package
$300-575+
Simple Package, plus: Do you own a home? Did you pay tuition? Did you donate stuff? Did you pay for childcare? Did you make retirement contributions? This could be for you.
Advanced Individual/Family Package
$375-675+
Basic Package, plus: Do you have investment income? Did you receive a K-1 Form? Did you buy an electric car or make energy efficient improvements to your home? This could be for you.
*An additional Time Charge may be assessed.
$400-1075
Self-Employed/
Rental Package
All forms listed above, plus: Do you have one business? Do you have one rental property? Do you need a quarterly tax payment plan? Can you make a retirement contribution? Do you need to file local business taxes like City of Portland and Trimet? This could be for you. *If you have more than one business or rental you will be charged for additional forms. *If there are necessary bookkeeping adjustments a fee may be added.
$600-1500 Tax Preparation
$250-500 One Time S-Corp Formation Fee
S-Corporation & Partnership Package
Price range covers preparation and filing of S-Corporation or Partnership/Multi-Member LLC Federal, State, and Local tax returns.
*If there are necessary bookkeeping adjustments a fee may be added.
Preparation & filing of 1099s - Shift will be contracting with Gemini Accounting LLC for 1099 prep for 2023. Please contact them here
If you want more information about Form 1099 click HERE. If you scroll to the bottom of the page you will see all the information that you will need to gather for Gemini to prepare your 1099s.
Generally $90/hr
Tax Planning & Consulting
(typically NOT available January 1st-April 30th)
We offer in-person or phone meetings.
Common topics include:
Business set up and understanding self-employment taxes
Calculating estimated tax payments
Understanding and planning for the tax implications of early retirement distributions, inheritances, divorce, selling properties, or other life events.
*For our Current Clients: We want to encourage you to connect with us throughout the year on a quarterly basis, starting after April 30th. (This would mean June, September and December). This will help ensure that there are no surprises during tax season. We are here to empower you and make taxes as painless as possible. If the consultation via email/phone takes longer than 15min then we will bill based on $90/hr ($60/half hour).
Prices vary
Classes and Workshop
Jenna Goldin offers the “Freelance Finance: Empowerment Thru Education” workshop which is geared towards small business owners to help them better understand the ins and outs of record-keeping and taxes. This 2hr class covers topics such as: self-employment taxes, types of expenses explained and record keeping tips. This class available from June 1st - January 15th.