So you are interested in becoming a Tax-Masters client, here you will find a little information and and a link to book a new client appointment.

We are boutique firm that caters to self-employed individuals, real estate investors, and Americans living abroad. We have been in business for over 50 years and maintain and appreciate our high volume of returning clientele. We limit the number of new clients we take on each year to ensure that we are doing the best job for both our existing and incoming clients. 

Fee structure

Our fees are based on complexity, time, and expertise of our assisting staff. We have learned over the years that most clients have a unique tax situation which is why we give a range for our fees to best suit the needs of the individual client.  We estimate that the below fee structure applies to about 80% of our clients. 

1040 Returns with no Self Employed income - $800 to $1,000 (includes normal investment income and itemized deductions)

1040 Returns for Self Employed Individuals - $1,000 to $1,500 (includes everything from above plus business use of vehicle and office in home)

Some items that warrant additional fees include: investment properties, sale of investment property, sale of personal home, high volume stock trading, multiple states, and K-1 income. 

S-Corps, Partnerships, and C-Corps - $3,500 to $7,000 this pricing is based on complexity and number of shareholders. Currently we have a waitlist for these types of returns. This pricing does not include bookkeeping or payroll.

We typically require 50% of our fee at our first meeting with the balance paid once work on the return has been completed.

Want to discuss your tax situation further? Here is a link to book an in depth new client interview.