THE DAVID R. BERGMANN GROUP
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TAX RETURN PREPARATION
Our Tax Preparation Fees
Our starting fees for : single, or two, wage earners(s) Form 1040, 1040A ................................................................. $400.00
single or married with one Schedule C business form ............................................................. $450.00
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single or married with two Schedule C business forms .......................................................... $500.00
add a dependent child return .................................................................................................. $150.00
s-corp, llc, or partnership returns ............................................................................................. $600.00
fiduciary returns - estates, trusts, gift ...................................................................................... $600.00
Certain circumstances may allow us to offer slight variations to the above schedule and or their may be multiple return preparation discounts. Other cost synergies may come from 'comprehensive engagements'. Best thing would be to schedule an complimentary appointment to provide specific engagement of services pricing.
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TAX REPRESENTATION
As an Enrolled Agent,
David Bergmann can represent taxpayers, from any State in the Union, before the Internal Revenue Service. Additionally he may represent taxpayers before the respective tax authorities of the individual States in the Union, like our California Franchise Tax Board.
We represent taxpayers in such matters as
Individual Tax Return Audits, Exams and or Offers In Compromise
Business Tax Return Audits, Exams and or Offers In Compromise
Fiduciary Tax Return Audits, Exams and Offers In Compromise
All representation services are offered on an hourly basis only.
Our hourly fee is $300.00.
Call for details of the retainer or to see a sample 'Retainer of Tax Representation Services Agreement'
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TAX CONSULTATION
The David R. Bergmann Group offers individual and business tax matter consultations on an hourly or fee basis depending on the nature of the consulting matter.
Are you, or your business about to do any of the following and haven't, first, looked into the tax consequences. Our firm can give you the tax perspective of any of the following types of issues, as a sampling of tax issues we can work with you on ...
considering selling your home or buying a home?
considering converting an IRA to a ROTH IRA?
inheriting assets such as a home, retirement and IRA account monies from a family member?
thinking about exercising some of those stock options that you have?
buying long term care - understand the tax deductibility of the premiums paid or the taxation of benefits received?
starting a business or selling a business? buying equipment or a vehicle for a business?
thinking about putting money away into the best retirement account for your tax situation?
want to know the best way to structure health, life and retirement needs for optimum tax efficiency?
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TAX LINKS
IRS
IRS Tax Talk
FTB
Tax Professor Paul Caron
Small Business Taxes
Tax Websites 1
Tax Websites 2
The Tax Prophet