Services

I invite you to comment on this blog post to ask questions about taxes and accounting, or to suggest topics for future posts, rather than requesting an appointment or email explanation.

How Can I Help You?

Minimum fees for current year tax preparation and filing are here. Please review the post before sending pricing inquiries. Pricing for other services is included below.

 

income tax - INDIVIDUAL

Individual (1040) current income tax return preparation and filing. Get started by sending an email inquiry to rose@justrighttaxes.com, or use the form on the Contact page.


RESOLUTION

This service is for people who have outstanding “issues” with the IRS. Maybe you failed to file tax returns for several years, or perhaps you’ve let those IRS notices pile up long enough that your chance to talk it out with them quietly has passed. Whatever your issue, I’m here to walk you through the cleanup.

As a resolution client you must commit to consistency and responsiveness, as completion of your case will involve a lot of task-oriented efforts on your end. When we’re done, you’ll walk away with all loose ends tied and a reliable plan to move forward.

One-time written responses to examination letters are also available as resolution services. ($200 minimum)

Resolution services are paid at the beginning of the engagement, in accordance with our contract. Fees are estimated, based on information you provide, and are subject to change upon disclosure of changes or additional information over the course of the engagement. Fee schedule is the same as current tax preparation fees, plus 20%.

Resolution cases are reviewed and accepted on a case-by-case basis.

You can use my scheduling website to book a 1 hour Paid Consultation (other appointment types not available for this service), or inquire by email at rose@justrighttaxes.com.


income tax - OTHER ENTITIES

Corporate, nonprofit, partnership, estate, and trust return preparation, for current tax returns. Get started by sending an email inquiry to rose@justrighttaxes.com, or use the form on the Contact page.


accounting SERVICES

Book maintenance and accounting for sole proprietors and other small business entities. Potential accounting clients are independently reviewed and taken on a limited case-by-case basis. If you’d like to meet and see if we’re a good fit, send me an inquiry by email, or by using the form on the Contact page.

Accounting services start at $400/month, paid in advance on first day of each month.


REPRESENTATION

Representation before the IRS, including audits and examinations. As your representative, I’ll keep the process as painless for you as possible, while fighting for the best possible outcome. Our communication is not privileged. Therefore, in instances of potential criminal activity, you should work directly with an attorney, who can follow up with me or another tax professional if needed.

I also offer audit preparation assistance for those who plan to represent themselves, but need some professional input and/or direction.

Representation services are billed hourly against a retainer funded by $1,500 payments as required. Representation fees range from $85 to $150 per hour. Invoices are sent monthly, with settlement payment/refund at the end of the engagement and in accordance with your contract.

Representation cases are reviewed and accepted on a case-by-case basis.

To learn more, send me an inquiry at rose@justrighttaxes.com, or by using the form on the Contact page. 1 hour Paid Consultation appointments (Zoom) are available through my scheduling website.