Prices

T R A N S P A R E N T  F E E S, N O S U R P R I S E S

flat fees wherever possible  | contingent fees in applicable cases


We handle sensitive and complex tax and legal matters which require special care and attention.  If you have a routine and uncomplicated tax or tax-related matter or a “quick tax question,” please contact our sister accounting firm (click here).

IRS Audits & Appeals

  • Response to IRS CP2000 Notice – $2,500 and up (depending on complexity).
  • IRS Audits – billed hourly at $300.
  • IRS Appeals / Penalty Abatement / Whistleblower Claims – billed hourly at $300 but, in some cases, contingent fees may be possible based on tax saved (example – IRS balance is reduced from $70,000 to $30,000 – a $40,000 savings).  Contingent fee is generally 1/3rd of the amount saved, though may be negotiable if amount is over $60,000.
  • FOIA Requests – $750.

State Audits & Appeals

  • Sales & Use Tax Audits and Appeals – billed hourly at $300.
  • Texas Voluntary Disclosures – $1,000 – $1,500.
  • Texas Open Records Requests – $500.
  • Texas Unclaimed Property Claims – billed hourly at $300 but, in some cases, contingent fees may be possible based on amount recovered.

Federal and State Tax Litigation

  • Tax Litigation – billed hourly at $300, custom budgets can be established for cases.

IRS & State Tax Debts

  • Phase 1 IRS Records Check and Consultation – $750.
  • IRS Revenue Officer Assistance / IRS Lien Withdrawal / Subordination / IRS Lien Release / IRS Bank Levy Release – $1,000-$3,000.
  • Offer in Compromise, Installment Agreement, Currently Not Collectible – $1,000 to $10,000.
  • Innocent Spouse – $1,000 to $2,500.
  • State Tax Collections – $1,000 to $5,000.

Tax Returns

[Generally, our clients’ tax returns are abnormally complex.  Less complex returns can be referred to our sister accounting firm (click here).]

  • Individual Tax Returns – single returns ($1,000 – few outstanding issues, $1,500 – requires Schedule E / Schedule C / audit compliance).
  • Business & Trust Tax Returns – $1,000 and up.
  • Gift Tax Returns – $750 and up
  • Estate Tax Returns – billed hourly at $300.
  • Non-Filers – ‘clean-up’ cases:
    1. Investigation of tax history, obtaining IRS transcripts, detailed client memo ($500 to $1,000).
    2. AVERAGE FEES – the average non-filer case is about $750 per unfiled year.  Higher rates for net operating loss issues / complex cases.  Fees are a-la-carte and client is free to select some but not all services listed.

International Issues

  • Offshore Voluntary Disclosures – $5,000 for straightforward cases (including preparation, pre-filing research & post-filing representation).
  • International Tax Business & Estate Planning – billed hourly at $300.

Tax Planning

  • Tax Opinion Letters / Private Letter Rulings – billed hourly at $300 (note, the IRS’s filing fees for most private letter rulings has increased dramatically).  
  • Business Structure/Tax Opportunity Review – billed hourly at $300 or flat fees may be available depending on issue.
  • Multi-State Sales Tax Analysis – billed hourly at $300 or $1,000 and up (depending on number of states).
  • Research Tax Credits – fixed fee, hourly cap up to 25% of the tax benefit.
  • Self-Directed IRA Structuring / Advice –  billed hourly at $300.
  • Solo 401(k) Plan / Rollover Business 401(k) Plan – $3,000 and up.
  • Employee Benefits Policy or Plan Implementation – variable fixed fees or billed hourly at $300.

Free Help With Tax & Legal Matters