Cates Tax Advisory is the same business as Cates Financial Planning, but some clients want to see what it’s like to work with us before committing to the entire financial planning relationship.  For those people, we offer the following tax services:

PERSONAL TAX RETURN PREPARATION

We prepare personal tax returns for individuals and couples (Form 1040).  The cost of the service varies based on the complexity and quality of recordkeeping.

BUSINESS TAX RETURN PREPARATION

We prepare business tax returns for different entities (Form 1120-S, Form 1065).  The cost of the services varies based on the complexity and quality of recordkeeping.

TAX PLANNING AND ADVICE

Do you need assistance with tax planning or advice? This service is occasionally provided at a rate of $175/hour, but is typically accessed with our other services:

IRS REPRESENTATION AND RESOLUTION

If you received a letter from the IRS, we can help you resolve the issue.  As an Enrolled Agent, we have the ability to work with the IRS directly on your behalf.  This service is typically provided at a rate of $175/hour, but can also be accessed with our other services:

What Makes Cates Tax Advisory Different?

Tax Planning

IRS Enrolled Agent

Technology

Pricing

Personal Tax Return Preparation

The fees for Personal Tax Return Preparation typically range from $150 to $1,500 depending on complexity and quality of recordkeeping.

Business Tax Return Preparation

The fees for Business Tax Return Preparation for S Corporation, Partnership, Estate, and Trust tax returns typically range from $400 to $4,000 depending on complexity and quality of recordkeeping.

IRS Representation and Resolution

IRS Representation and Resolution is billed at a rate of $175 per hour and is due at the completion of the engagement.

Contact

It’s a breeze to electronically schedule an appointment or introductory phone call by clicking the button below, or just send me an email.

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