Pricing

We competitively offer a fee range of $150 to $350 for most personal tax returns. Think of it as easy, medium and hard.

Your tax preparation fee is not dependent on the number of forms used to prepare your tax returns. Rather your fee will depend on the amount of time required to accurately and comprehensively prepare your tax returns.

We are comfortable giving solid price quotes and guaranteeing our work. We’ve been doing this for a while, and we know what it takes. Other CPA’s might say “here is my rate per hour and I will let you know on your invoice how many hours we expended on your return”.

Among the items that possibly might increase our preparation time-

• multiple state returns
• stock and other asset sales
• rental properties
• K1 income
• small businesses
• debt cancellation
• home offices
• foreign earned income exclusions

You can help us by

Taking time to give some thought to the materials you provide us to make sure they include everything. You are the most familiar with your financial records and transactions. Be sure to use checklists and prior year tax returns to remind you of items we need. Of course we are happy to organize your checks, invoices, etc., if you prefer.

You can help by being organized and provide us with copies of the documents that we can keep. Of course we are happy to use your originals, but then it takes a little extra time to make copies or scans for our files. Use checklists and prior year tax returns to remind you of items for your tax return. Of course we are happy to organize your tax materials if you prefer.

Rental Properties

Most rental property owners can expect to pay an additional $150 to $300 for tax preparation. Schedule E and Depreciaton Form 4562 are the additional forms required for the Rental Properties.

Small Businesses

Starting and running a small business can be very challenging, yet very exciting. Most business owners start a company to do something they love. That passion can be a great motivator, but it can also be a detractor. Proper tax preparation, recordkeeping of your small business tax deductions and money handling is a must.

If you have an unincorporated business then the Profit or Loss is reported on Schedule E, Profit or Loss from a Trade or Business and Depreciation Form 4562. Most small business owners can expect to pay an additional $250 to $350.

Expatriates

Most expatriates can expect to pay between $300 and $375 additional. This includes your physical presence or bona fide residency tests to compute your foreign earned income exclusion. We also determine your foreign housing allowance or exclusion, and help with Social Security and retirement planning issues.

Tax Return Review

After completion of your return we are happy to review the details of your taxes with you. If we discover another tax saving matter then we are happy to rerun your tax return.

Value Proposition

The Hoffmann & Associates's CPA’s have many years of tax, insurance, business and investment experience. We feel that we are invaluable for our clients. It is our pleasure to share what we consider the Truth about taxes, insurance, business and investments. The Truth in simple terms is explaining what we believe is right for you.