Price List - Checkout
Comprehensive Business Consulting Plan*
Business organization (sole prop, LLC, Corp, LLP, etc..)
Business Plan Preparation
Employee Benefits organization
Retirement Plan organization
Bookkeeping/Accounting
Tax Preparation (1 tax return)
Tax Analysis and Annual Review
Business Document Preparation (limited to 2 a year; then on a la carte)
Quarterly Meetings (Corp)
Minute Book or Corporate Record Keeping/ Compliance Issue
Review and update plans, documents and books accordingly
- $5,000 annually due at signing of contract; or
- $2,500 in two installments semi-annually.
Basic Business Consulting Plan*
Business Plan Preparation
Bookkeeping and Accounting
Tax Preparation (1 tax return)
Tax Analysis and Review
Minute Book or Company Record Keeping (Compliance)
- $3,000 annually due upon signing contract.
| Business Consulting Plan Suite |
General Consulting*: $200 per hour
Bookkeeping*: Data entry done on quarterly or monthly basis for business organization or tax preparation - $35 hourly
Tax Preparation*: $250 first hour/$200 hourly thereafter
Full Tax Planning*: Includes analysis of estate, business, financial and individual taxes with plan prepared to meet client goals.
- $5,000
Tax Planning*: Includes planning and analysis (price depends on number of areas analyzed.)
- $2,500-$5,000
| Tax Planning Suite |
Entity Formation*: CA entity formation (includes minute book, IRS notices, getting started CD and one year of organization support, quarterly meetings and documentation)
- $1,500
If entity is being formed in states outside of CA, prices will vary. Contact us for price.
Quarterly Corporate Meeting/Organization Support*:
- $1,600 annual or $400 per quarter
| Corporate Organization Package |
Family/Business Succession/Estate Planning Consulting and Coaching for High Net Worth Individuals* (Price includes preparation of Family/Business Mission Statement)
Estimates will be provided at relationship conception and will be broken down into quarterly payments. If work exceeds one year; the price will be adjusted accordingly to complete task.
- $2,000 per 1 Million of estate including all assets
Coaching to Prepare Heirs: $350 hourly/Retainer $5,000 minimum one-year contract
IRS/FTB Tax Audit*: Preparation, Consultations and Representation -$10,000 retainer (considered earned upon receipt, billed at $300 hourly rate)
Please contact us directly for other services we provide that are not explicitly stated above: 619-955-7422 or LegacyPlanner@gmail.com
*We accept all major credit cards (with a small service charge), cash and check
*Prices may vary depending on individual circumstances and prices do not include express or RUSH services