Minimum Engagement: Starting at $750
Scope Includes: Federal Form 1040, Massachusetts Resident Form 1, standard W-2 reporting, and basic investment accounts (1099-B/INT/DIV).
Additional Fees: Specialized schedules—such as Schedule C (Sole Proprietorships), Schedule E (Rental Properties), or multi-state filings—will incur flat add-on charges based on scope.
Minimum Engagement: Starting at $1,500
Scope Includes: Federal Form 1041, Massachusetts Form 2, and the generation of up to two beneficiary Schedule K-1s.
Workflow: Prepared in alignment with accounting parameters provided by the administration's estate or trust attorney.
Minimum Engagement: Starting at $3,000
Scope Includes: IRS Form 990-EZ or standard Form 990, alongside the mandatory Massachusetts Form PC filing for the Attorney General's Public Charities Division.
Exclusions: I provide annual informational tax reporting only. This practice does not perform independent certified financial statement audits or formal reviews.
Practice Policies
Bookkeeping Requirements: Baseline rates assume that all ledgers, trials, and business records are fully balanced and closed by the client or a professional bookkeeper. Disorganized documents or necessary account reconciliations will be billed separately.
Deadlines & Extensions: To maintain workflow consistency, files with source documentation received after March 15 will be placed on extension and may be subject to expedited handling charges.