CPA Practice in Focus

​Income tax returns prepared for annuity clients only.

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Fee Schedule:

I have based my fees for each form typically required by retirees based on a study by the National Association of Tax Professionals:

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Estimated fees by form:

                                   

            Form 1040: $  500.00

            Schedule A: $  250.00

            Schedule C: $  250.00

            Schedule D: $  250.00

            Schedule E: $  250.00

 

Your actual fee may vary from this estimate, depending on the volume and complexity of the items required for each form at the rate of $200.00 per hour.

I have been a CPA in Florida since 1994, and have provided accounting, auditing, and tax services to individuals, corporations, and not-for-profits.  Now I am able to focus on what I enjoy the most, which is helping retirees navigate through the tax code.  Please note that I provide tax services exclusively to my annuity clients.  

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There is plenty of tax information on the internet, so I have not filled up my website with tax articles & generic advice.  The problem is not finding the information, it is figuring out how (and if) that information applies to your particular situation.