Welcome to Taxfolio Advisors!
At Taxfolio Advisors, we offer tax planning and tax preparation services. We help high-income clients manage tax obligations throughout the year through proactive tax planning and professional tax preparation, especially when their tax liability is expected to reach five figures or more.
We Offer:
Proactive tax planning for owners and freelancers
High-income individual tax planning
Entity structure and S-corp strategy
Doing your taxes shouldn’t have to feel like navigating a maze. We offer transparent pricing for every financial picture, whether you have a simple return, expat filing, high-net-worth portfolio, or a small business. We’re by your side at every step, providing guidance and support. Our team consists of experienced tax professionals who are either Enrolled Agents, the highest-credential awarded by the IRS, or state-licensed CPAs, ensuring that your taxes are handled with precision.
Your taxes handled remotely.
There are over 20 million high-net-worth individuals and business owners in the U.S. Most pay too much on their taxes. Our advisors have helped hundreds of business owners and individuals so they can keep more of what they’ve earned.
We’ve learned that giving our clients confidence and peace of mind can be just as valuable as the tax services themselves.
We’re honored to support individuals and business owners from a wide range of backgrounds.
Work with our tax experts
Flat fees before you begin
IRS-authorized e-file firm
Student Tax Return
High school or college student with W-2, no other complexity. Student ID card required for discounted price.
$100
Simple Personal Tax Return
Simple Form 1040 with standard deduction, tax credits, loan interest, overtime pay, qualified tips, and retirement plan distributions.
Services IncludedW-2, Earned Income Tax Credit (EITC), Child Tax Credit (CTC), Student loan interest deduction (1098-T), Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+), taxable qualified retirement plan distributions (1099-R).$250 + Add-ons (see below)
Complex Personal Tax Return
Complex Form 1040 with itemized deductions to include charitable contributions, medical expenses, mortgage interest and state and local tax deductions.
Services IncludedW-2, Schedule A, Earned Income Tax Credit (EITC), Child Tax Credit (CTC), student loan interest deduction (1098-T), Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+), taxable qualified retirement plan distributions (1099-R), Unemployment income reported on a 1099-G, Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)$350 + Add-ons (see below)
High Net Worth Tax Return
Includes the same services as Complex Form 1040 plus multiple-income sources, equity compensation support calculations, reconciling stock options, and basis adjustment and all related schedules.
Includes 1 state filing.
Additional states are $100 per state.
$1,500
Expat Tax Return
Form 1040 with itemized deductions to include charitable contributions, medical expenses, mortgage interest and state and local tax deductions. Included: foreign document translation, foreign compensation calculation, and FEIE / FBAR / FATCA as applicable.
$1,500
Add-ons
- Schedule B 1099-INT/1099-DIV/1099-OID +$100
- Schedule C (self-employment) +$250
- Schedule D (stock sales, capital gains, crypto) +$150
- Schedule E (per rental) +$250
- Schedule E (royalty income, Schedule K-1 income) +$200
- Schedule F (farm) +$200
- Schedule H (household employment taxes) +$150
- Form 3115 (change in accounting method) +$600
- State return (per state) +$100
- Form 8606, Rollovers +$100
- FBAR +$100
50% of the cost is due at the start of the engagement.
Please submit all tax documents by March 15 for returns due April 15. Returns with outstanding documents or unresolved questions after March 15 will be placed on an automatic extension. We do not accept last-minute filings but are happy to file an extension for you and complete the tax work after April 15.
Please submit all tax documents by September 1 for returns due October 15. We will send disengagement letters to non-responsive parties on October 16.
Have Questions?
If you aren’t sure which service you need, book a virtual consultation.
Our experts will provide a complimentary 25 minute session.
Book your free consultation today!
Small Business
Preparation of Schedule C or Schedule E. This is not a completed tax return but is a preparation of forms.
$400
S-Corp or Partnership
S-Corp or partnership tax return (1120-S or 1065) includes a 25-minute advisory session for S-Corp or partnership planning. Additional advisory sessions for an additonal fee.
Includes, as needed: tax extension, state income tax filing (one state, other states are extra), and DE franchise tax filing.
$1,500 for simple senarios: one domestic entity, a small number of owners, uncomplicated bookkeeping, routine business income and expenses, and no major changes in ownership or assets. The books reconcile, payroll and shareholder compensation are handled consistently, and there are few state filings or special tax items.
$1500+ for complex scenarios requiring cost segregation studies, multiple shareholders, ownership changes, special allocations or distributions, shareholder loans, basis limitations, losses, built-in gains, prior-year adjustments, or incomplete books. Multi-state activity, employees in multiple states, inventory, depreciation, related-party transactions, and unusual transactions such as a sale or restructuring can add work too.
Business Formation Consultation
LLC/S-Corp/Partnership entity information consultation; excludes state filing consult. This is not for business formation – only advisory. Business formation is separately priced depending on the scope of needs.
$300/hour
Have Questions?
If you aren’t sure which service you need, book a virtual consultation.
Our experts will provide a complimentary 25 minute session.
Book your free consultation today!
Notice/Letter Assistance
Interpreting IRS Notice/Letter
and laying out next steps.
$200
AI Assistance
If a request is made to answer AI-generated questions, the billing for this service is hourly, with a 1-hour minimum.
$300/hour
Tax Planning Retainer
Quarterly visits to provide
estimated tax due + quarterly advisory sessions. Each quarterly visit is for 25 minutes.
$100/month
U.S. Based Advisory
55 minute personal advisory session. No tax preparation.
$300/hour
Catch-Up Tax Filings
Up to 3 years of federal filing for non-willful non-filers.
$1,500 + Add-ons (see below)
Amended Returns
Complete an amended return (Form 1040-X) to correct a previously filed return.
Services IncludedMissed deductions, wrong filing status, late FBAR, corrected income. Includes 1040-X preparation, supporting schedule updates, IRS submission + tracking.$300 + Add-ons (see below)
Add-ons
- Schedule B 1099-INT/1099-DIV/1099-OID +$100
- Schedule C (self-employment) +$250
- Schedule D (stock sales, capital gains, crypto) +$150
- Schedule E (per rental) +$250
- Schedule E (royalty income, Schedule K-1 income) +$200
- Schedule F +$200
- Schedule H (household employment taxes) +$150
- Form 3115 +$600
- State return (per state) +$100
- Form 8606, Rollovers +$100
- FBAR +$100
50% of the cost is due at the start of the engagement.
Please submit all tax documents by March 15 for returns due April 15. Returns with outstanding documents or unresolved questions after March 15 will be placed on an automatic extension. We do not accept last-minute filings but are happy to file an extension for you and complete the tax work after April 15.
Please submit all tax documents by September 1 for returns due October 15. We will send disengagement letters to non-responsive parties on October 16.
Have Questions?
If you aren’t sure which service you need, don’t hesitate to book your virtual consultation.
Our experts will explain everything in a 25 minute session, completely free of charge.
Book your free consultation today!