Tax Planning and Compliance Packages for You
Empowering Your Financial Journey
Reliable Tax Services with a Personal Touch
We understand that tax preparation and planning can be complex, but with our personalized approach, we make it simple and manageable. At NC&E Accounting, our commitment to transparency and expertise ensures you receive clear, upfront pricing and tailored support every step of the way. Let us help you navigate the tax landscape confidently and effectively.
Personalized Tax Planning Services
Choose a tax planning approach that fits your needs—whether it’s a one-time plan review or ongoing support for proactive strategy adjustments. Each of our packages is designed to maximize your savings potential, with options for annual, quarterly, or as-needed consultations to keep you on track all year.
Starter Plan
One-Time Fee: Starts at $1,500
- Description: A comprehensive initial tax planning session where we review your financials and provide a personalized tax Plan. (No ongoing support included.)
Growth Plan
Monthly Fee: $300
- Annual Meetings: Once per year
- Description: Includes the development and implementation of your tax plan, with an annual review to optimize your strategy.
Professional Plan
Monthly Fee: $700
- Quarterly Meetings: Quarterly
- Description: A proactive plan with quarterly reviews to ensure your tax strategy aligns with current financial goals and any new developments.
Executive Plan
Monthly Fee: $900
- Flexible Meetings: As needed
- Description: Our top-tier package with on-demand access to our tax planning expertise, allowing for frequent updates and adjustments to maximize benefits year-round.
Tailored Tax Preparation Services
Our tax preparation packages are crafted to meet your unique needs, ensuring accuracy, compliance, and peace of mind—no matter your financial situation.
Scenario 1
$175
- Single
- One Job
- Renter
- Student Loan Interest
Scenario 2
$475
- Married Couple
- Social Security/Pension Income
- Interest and Dividends
- Non-Cash Contributions
Scenario 3
$575
- Married with Children
- Homeowners
- RSU Stock Options
- Dividends
- Non-Cash Contributions
Scenario 4
$450
- Married No Children
- Renters
- One Person Self-Employed
- Auto & Home-Office Expenses
- Single Member LLC
Scenario 5
$775
- Married w/2 Children in Daycare
- Homeowner
- Rental Property
- Dividends
- Non-Cash Contributions
Scenario 6
$1,375
- Married Homeowner
- Child in college
- 2 Rental Properties
- Interest & Dividends
- K-1 Form
Scenario 7
$650 - $1,700
- Business Tax returns
- S-Corp, LLC, LP, C-Corp
- Based on Complexity
Scenario 8
$650- $1,000
- Trust & Estate Form 1041
- Form 706 for *DSUE under $10M
Additional Tax Services & Fees
To ensure your tax preparation process is as smooth as possible, we offer a range of additional services to meet your needs:
Some common requests are below. All fees listed are estimates and subject to change based on need and complexity of the tax return. Discounts given on multiple schedules
- $150+ for handling disorganized or incomplete files: If your documents need extra attention, we’re here to help get everything in order.
- $50 for filing extensions: Need more time? We can file an extension on your behalf to give you the breathing room you need.
- $350 retainer for non-current year tax preparation: If you’re catching up on past taxes, we’ll require a retainer to get started on previous years' returns.
- $175 to expedite your return: For those who need their tax return processed quickly, we offer an expedited service to ensure prompt filing
- $225 Schedule A (Itemized Deductions)
- $75 Schedule B (Interest & Dividends)
- $225 - $600 Schedule C (Self-Employment Income)
- $100 - $500 Schedule D (Capital Gains)
- $300 - $500 Schedule E (Supplemental Income and Loss)
- $75 - $150 Schedule G (Certain Government Payments)
- $50- Per State Return
Your Satisfaction, Our Priority
We strive to offer a hassle-free, transparent experience where you know exactly what to expect. Our goal is to provide you with exceptional service at a fair price, ensuring you feel confident and secure every step of the way.