Our Services
Explore a comprehensive range of tax solutions designed to meet your unique needs. At FinTax Planning, we focus on delivering personalized solutions that maximize your returns and guide you towards a secure future at an affordable rate.
Service Highlights
Tax Resolution- Relief, Done Right.
Tax Resolution
Tax resolution helps people with tax problems by working with the IRS or state tax authorities on your behalf. It takes the stress off the taxpayer while we deal with issues like setting up payment plans, lowering tax bills, fixing past mistakes on tax returns and much more.
Complete Tax Planning Solutions
We work closely with taxpayers and businesses to create strategies that lower their taxes before issues arise. This proactive approach focuses on preventing tax problems, instead of just fixing them later.
Tax Preparation
We make tax season simple, smooth, and worry-free. At FinTax Planning, we accurately prepare and file your tax returns with the IRS and state, making sure you get every credit and deduction you qualify for. We help individuals and businesses file on time, avoid mistakes, and maximize their refunds or reduce what they owe.
Tax Efficient Withdrawal Strategy
When people retire, they often have money saved in different types of accounts. A tax efficient withdrawal strategy is a smart plan for when and where to withdraw money, so that you don't pay more taxes than you need to.
At FinTax Planning, we believe in transparency. While other practitioners do not post their prices, we are here to serve you better. Please see below for a list of our services and pricing.*
Individual Services
Federal Return
(up to 4 W-2s/1099s)
$369
Federal Return** $269
up to 4 W-2s/1099s
Personal Tax Return Package ONLY $359 ($569 value!)
includes:
1040
Schedule A: Itemized Deductions
Schedule B: Interest and Dividends (up to 5 items)
Schedule D: Capital Gains and Losses (up to 5 items)
Schedule EIC: Earned Income Credits
K-1
Form 2441: Child and Dependent Care Expenses
Form 3903: Moving Expenses
Form 8283: Noncash Charitable Contributions over $500 (up to 5 items)
Education Credits
Schedule E starting at $150
[discounts available for 4 or more properties]
Existing Rental Income, includes depreciation forms
Schedule E starting at $175
New Rental Set Up, includes depreciation forms
Schedule C starting at $150
Small Business Income, includes
Sch SE
State Return $100 per state
only applies for states with income tax – not Texas
Schedule A**from $50
Itemized Deductions
Schedule B** $25/per every 5 items
Interest and Dividends
Schedule D $25/per every 5 transactions
Capital Gains and Losses
IRS/State Resolution Calls
$80/per 1/2 hr
$150/per hr
(fees apply if we didn't file your return)
Personal Tax Return Package**
includes:
1040,
Schedule A: Itemized Deductions
Schedule B: Interest and Dividends (up to 5 items),
Schedule D: Capital Gains and Losses (up to 5 items),
Schedule EIC: Earned Income Credits,
K-1,
Form 2441: Child and Dependent Care Expenses,
Form 3903: Moving Expenses,
Form 8283: Noncash Charitable Contributions over $500 (up to 5 items)
Education Credits
ONLY $459 ($569 value!)
Schedule E
(Existing Rental Income, includes depreciation forms)
from $150
(discounts available for 4 or more properties)
Schedule E
(New Rental Set Up, includes depreciation forms)
from $175
Schedule C
(Small Business Income, includes
Sch SE)
from $150
State Return
(only applies for states with income tax – not Texas)
$100 per state
Schedule A**
(Itemized Deductions)
from $50
Schedule B**
(Interest and Dividends)
$25 per every 5 items
Schedule D**
(Capital Gains and Losses)
$25 per every 5 transactions
IRS/State Resolution Calls
(fees apply if we didn't file your return)
from $80/ per 1/2 hour
from $150/per hour
Business Services
S Corp Return
from $700
1065 Partnership Return
from $700
Establish LLC
includes:
LLC Formation Documents
Application for EIN
LLC Operating Agreement
LLC Articles and/or Certificate of Organization
$400
Establish S Corp
includes:
Articles of Incorporation
Stock Certificates
State Filing
Federal Filing
from $600
IRS/State Resolution Calls
(fees apply if we didn't file your return)
from $80/per 1/2 hour
from $150/per hour
S Corp Return from $700
1065 Partnership Return from $700
Establish LLC $400
includes:
LLC Formation Documents
Application for EIN
LLC Operating Agreement
LLC Articles and/or Certificate of Organization
Establish S Corp from $600
includes:
Articles of Incorporation
Stock Certificates
State Filing
Federal Filing
IRS/State Resolution Calls
$80/per 1/2 hr
$150/per hr
(fees apply if we didn't file your return)
Other Services
Schedule EIC** $25
Earned Income Credit
Schedule H $50
Household Employment Taxes
K-1** $50
Form 2441** $25
Child and Dependent Care Expenses
Form 2555 from $125
Foreign Earned Income Exclusion
Form 3903** $25
Moving Expenses
Form 4797 $100
Sale of Business Property
Form 8283
Non-cash Charitable Contributions over $500
Schedule D $25/per every 5 transactions
Capital Gains and Losses
IRS/State Resolution Calls
$80/per 1/2 hr
$150/per hr
(fees apply if we didn't file your return)
Schedule EIC**
(Earned Income Credit)
$25
Schedule H
(Household Employment Taxes)
$50
K-1**
$50
Form 2441**
(Child and Dependent Care Expenses)
$25
Form 2555
(Foreign Earned Income Exclusion)
from $125
Form 3903**
(Moving Expenses)
$50
Form 4797
(Sale of Business Property)
$100
Form 8283**
(Noncash Charitable Contributions over $500)
$25 per every 5 transactions
Form 8829
(Home Office Deduction)
$50
Form 8949
(Sale of Capital Assets)
$25 per form + $3 per entry
Military Stop the Clock Calculation
$50 per property
Education Credits**
$25
1040X
(Prior Year Amendments)
from $400
IRS/State Resolution Calls
(fees apply if we didn't file your return)
from $80/per 1/2 hour
from $150/per hour
*Pricing varies by case. Discounts are available for first-time clients, military, veterans, and first responders. FinTax Planning does not offer bookkeeping; organizing expenses or income may incur additional fees. Final pricing depends on the complexity and time required. All discounts or adjustments are made at the tax preparer’s discretion after work is completed.
**Included in Personal Tax Return Package
*Pricing varies by case. Discounts are available for first-time clients, military, veterans, and first responders. FinTax Planning does not offer bookkeeping; organizing expenses or income may incur additional fees. Final pricing depends on the complexity and time required. All discounts or adjustments are made at the tax preparer’s discretion after work is completed.
**Included in Personal Tax Return Package
Here's how we make it happen:
01
Book your FREE Consultation
During this call, we’ll discuss your goals, familiarize you with our approach & see if we are a good fit.
02
Evaluation
We will collect your tax history, income, and expenses to understand your personal situation and perform a in-depth analysis.
03
Personally Tailored Plan
We will meet with you and present options for fixing your tax problems. We'll share clear, proven strategies that we will execute on your behalf.
04
Action and Resolution
We will set our plan in motion to resolve your tax burdens. You will not talk to the IRS as we will perform the process on your behalf. We will communicate with you every step of the way. Sleep well. It's handled.
What Our Clients Say About FinTax Planning
At FinTax Planning, our clients are at the center of everything we do. We take pride in helping individuals and small business owners resolve tax issues, stay compliant, and plan strategically for the future. Our dedication to personalized service and deep tax expertise has earned the trust of clients who value having a knowledgeable partner in navigating the complexities of the tax system. Here’s what some of our satisfied clients have shared about their experience with FinTax Planning and the impact we've had on their peace of mind and financial confidence.
We’re a small, trusted tax firm that helps people and small business owners with taxes. Whether it’s filing your taxes, making a plan to save on taxes, or solving problems with the IRS, we’re here to help you protect what you’ve earned and grow your money the smart way.
As fiduciaries, we have a promise to always look out for your best financial interests. Your goals are our goals.
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