We believe clients should understand the cost of professional services before work begins.
Our fees depend on the nature, complexity and scope of the engagement.
The following are estimated service fees and are subject to a written service agreement.
TAX CONSULTANCY FEES
| Service | Estimated Fee |
|---|---|
| Initial consultation | $0–$150 |
| Business tax return preparation | $500–$800 |
| Bookkeeping setup | $100–$300 |
| Monthly bookkeeping | $100–$300 |
| Financial statement preparation | $200–$500 |
| Tax planning and consultation | $75–$150/hour |
Additional services and complex tax matters may require a separate quotation.
TAX RETURN PAYMENT TERMS
A retainer equal to 75% of the agreed estimated preparation fee is due when we begin preparing your tax return(s).
The remaining 25% is due upon completion of the tax return(s) and before filing.
Returns are filed electronically where authorized, and a PDF copy is provided to the client.
A small additional charge may apply for printed paper copies.
IRS AND STATE-RELATED SERVICES
A $650 retainer covering an initial block of eight hours is collected when work begins.
The initial period may cover: - Information gathering - Document review - Tax research - Conference call preparation - Supporting documentation - Initial coordination required before meetings with the IRS
At the end of this initial period, time usage will be reconciled and any additional services or payments will be discussed and agreed upon with the client.
BUSINESS LOAN CONSULTANCY FEES
| Service | Estimated Fee |
|---|---|
| Initial loan consultation | Free–$150 |
| Business loan eligibility assessment | $100–$200 |
| Loan application preparation | $250–$1,000 |
| Business plan and financial projections | $500–$1,500 |
| Full loan packaging and documentation | $1,000–$3,000+ |
IMPORTANT SBA FEE INFORMATION
For applicable SBA financing programs:
- Loan agents may charge reasonable fees for services actually performed, subject to applicable SBA rules.
- Fees and compensation must be properly disclosed.
- SBA Form 159 is used when required to disclose applicable agent compensation.
- Fees exceeding $2,500 require appropriate itemization and supporting documentation under the applicable Form 159 requirements.
- Applicants are not required to hire an independent loan packaging consultant.
- Applicable SBA restrictions on agent compensation must be followed.
Clients will be informed of the services, fees and payment arrangements before work begins.
OUR FEE TRANSPARENCY COMMITMENT
We encourage every client to: - Request a written quotation. - Understand the services included. - Review the payment terms. - Request an itemized invoice. - Obtain a copy of the signed agreement. - Ask questions before making payments.
We do not guarantee loan approval in exchange for consultancy fees.