Pricing
So, how much will it cost? The best way for us to give you a quote for our services is for us to see your past 2 or 3 year’s tax returns, and any communication you may have received from the IRS or DOR. Book a free 15-minute consultation and let the Wealth Geek give you a quote.
We understand wanting to know how much things will cost. If you’ve had your return prepared by a chain in the past, you’ll find that our prices for preparation are competitive with theirs. Building a relationship can give you so much more. That was the frustration that led me to start my own practice — the Wealth Geek is here for you year round!
Considering an electric vehicle? Solar panels? Energy efficient improvements to your home? Have an FSA, HSA or other alphabet soup at work? Heard something on social media about saving taxes? Buying or selling a home? Getting stock options? Ask the Wealth Geek! No question is too small, or too big.
Would you like to have IRS transcript monitoring? The Wealth Geek can often anticipate IRS communications before they are issued, using state of the art transcript analysis software, in addition to spotting tax identity theft promptly, and following up on any payment account posting issues.
We have fixed monthly plans that include your tax preparation as well as those service enhancements.
Are you an entrepreneur or sole proprietor? As your venture grows, you’ll need tax planning. We can work with your attorney to help with entity selection, and with your financial planner to ensure your investments are tax conscious. Have an S Corp? Make sure you are up to date on reasonable compensation issues. Optimize your social security while minimizing your taxes, legally! Again, a fixed monthly plan is available to wrap these services into one package. Predictable expenses, continuing assistance. You focus on your business and your life!
If you’ve talked with one of the big resolution firms, you’ll find our prices are a bit lower, with much less pressure. This work can be very time consuming, but the Wealth Geek minimizes your stress by providing most resolution services at fixed prices.
We’re delighted to work with those who “just want preparation.” If you want to avail yourself of the Wealth Geek’s enhanced services outside tax season and without purchasing a wrap around plan, we can provide what you need on an hourly basis.
Book your tax conversation here now.
You are not a client of the Wealth Geek until you’ve signed your engagement.
Wealth Geek Tax 