2020/2021

Fee Structures

We take pride in offering our clients a full transparent fee structure agreed to in advance as we know this is the only may to build trust and a long-term advisory partnership. While each client is unique and can have complexities embedded within their tax structure we typically quote fees after having the opportunity to review the prior year's tax return and assess current year financial decisions and initiatives.  Doing so ensures our clients can engage us in full-confidence, and stay clear of negative year-end fee surprises.

Tax Strategy/Planning, Tax Projections & Tax Preparation

for Individuals and Families 

Our comprehensive tax advisory package for individuals and families includes the discussion and development of tax strategy and plans, multi-case tax projections updated quarterly and the seamless preparation of year-end Federal and State tax filings. 

While each client is unique, clients can expect to make an investment ranging from $400 - $1,250 for year-round advisory catering to their unique financial, tax and household structures.  Initiatives that increase fees to the mid-to-higher end of the spectrum include multiple rental properties, K-1's and complex multi-state tax planning and filings and non-U.S. citizenship status.

Tax Strategy/Planning, Tax Projections & Tax Preparation

for Closely-held Business Entities

Our comprehensive tax advisory package for c & s corporations, partnerships and llcs includes the discussion and development of tax strategy, plans and projection work and the seamless preparation of year-end Federal and State tax filings. 

While each client is unique, business clients can expect to make an investment ranging from $500 - $1,500 for year-round advisory catering to their unique financial, tax and legal structures.  Initiatives that increase fees to the mid-to-higher end of the spectrum business complexity, the level of up-front and year-round advisory services to be provided and the health of the client's accounting processes and books and records. 

Financial and Tax Consulting Services

for Individuals and Business Entities

Based on the complexity of the subject matter, fees for a 50 minute consulting session typically range from $150 - $200.  

Bookkeeping & Accounting Services  

Fees for monthly bookkeeping, payroll, accounting and financial reporting services are dependent  on business industry and complexity, and typically range from $300 / month to $ 700 / month. With few exceptions, engagements we pursue are performed in QuickBooks Online, QuickBooks Online Accountant and QuickBooks desktop.  

Whether you are looking for a long-term committed partner with the expertise you expect, need and deserve, a professional third-party review or have an urgent question we encourage you to reach out to get our conversation started.

650.930.9562

www.cobaltpacwestcpas.com