Services & Pricing
Scoped Up Front. No Surprises.
Fees are based on forms, complexity, records, and the level of strategy required. Every engagement is scoped up front so you know your investment before we begin.
Individual Tax Returns
Thoughtful preparation for W-2 earners and families — capturing every eligible credit and deduction, not just filing fast.
From $225 — $275 with dependentsSchedule C & Self-Employed
Sole proprietors and 1099 earners: write-offs, home office, and quarterly estimates aligned with your growth goals.
From $500 — $900+ complexS-Corporation Services
S-election, 1120-S returns, and reasonable compensation — legally reduce self-employment tax while staying compliant.
$500 election — $1,000+ lateFormation & Restructuring
Entity selection, LLC setup, and restructuring aligned to liability, tax treatment, and owner compensation.
From $500 — $1,000+Nonprofit Establishment
Full Form 1023 package and advisory support toward tax-exempt status and long-term compliance.
$2,500 professional feeStrategic Yearly Planning
Year-round planning for established businesses: reduce tax drag, improve cash flow, align tax moves with growth.
Up to $5,000General Tax Consultation
A focused 30-minute session for clear answers on a specific question — options understood, costly guesswork avoided.
$99Referral & Partner Work
Structured, disclosed referral relationships with financial-services partners. One clear total fee, always contracted with Optimized Tax Advisory Group, LLC.
InquireQuestions, Answered Plainly
Before You Book
What happens in the free ValuePoint™ Session?
Thirty minutes, your whole picture: where taxes are leaking, where strategy is missing, and what to fix first. You leave with the map either way.
How do you price your work?
By forms, complexity, records, and the level of strategy required — scoped in writing before we begin. One clear total fee.
Can you fix prior-year problems?
Yes — amended returns, IRS correspondence and dispute resolution, late S-elections, and nonprofit reinstatements. Corrections are a specialty here, learned firsthand.
What should I bring?
Last year's return, current income documents, and a rough income/expense picture if you own a business. Imperfect records are normal.