The following is an estimate of common fees for asset protection and tax hep services. The list of fees and services is not intended to be complete and/or exact and may change from time to time. The amount of fees varies from case to case depending on the circumstances and the exact amount of costs for your matter will be provided to you after the evaluation of your individual matter.
Hourly Rate $400
Services billable at the hourly rate will usually require a deposit based on the estimated time necessary for your individual matter.
We do not offer free consultations. However, we will apply the initial consultation fee against the cost of any services that you hire us to provide.
Case evaluation and basic investigation of liability $500
Case evaluation is necessary in most trust administration and business matters in order to determine what the nature of your case is and what services will be required. Case evaluation includes basic document review and a meeting with your attorney for strategy development.
In tax help cases, we will need to do an investigation to determine how much is owed, when the debt arose, what penalties have been added, and what options does the client have for resolution.
Tax Audit and Notices
Representation at the IRS or other tax audits is usually billable at the hourly rate, because it is nearly impossible to predict how much time will be needed. The average costs for audit services are as follows:
Simple Audit (not involving business or rental properties) $3,000-$4,500
Moderate Audit $4,500 - $6,500
Complex Audit (usually involving a business) $8,000 +
Appeals (cost depends on complexity) $5,000 - $12,000
All audit services will require a retainer of $2,500 to start working on your case. Additional deposits will be required as the matter progresses.
Procedure and standards for IRS payment plans is different based on how much you owe. Therefore, our fees will also depend on the total amount owed.
- Less than $25,000 $1,000
- $25,000 - $50,000 $2,250
- $50,000 + $3,500 +
Offer in Compromise
The fee will also depend on how much you owe.
- Less than $50,00 $3,500
- $50,000 - $100, 000 $5,000
- $100, 000 – 300,000 $7,500
- $300,000 + $8,500 +
Penalty Abatements $1,000 - $3,000
Innocent Spouse Relief $3,500 - $5,000
Levy/Wage Garnishment Release $1,500 - $2,500
Tax Planning Services Hourly
Asset Protection Services Hourly
Prenuptial/Postnuptial Agreement $2,500- $6,500
Property Agreement $2,500
LLC Formation and Operating Agreement $2,500 - $3,500
Business Succession and Professional Practice Succession Planning Hourly
There are no hidden costs. Your total estate planning fees will be determined at the initial consultation and included in your Agreement for Services.
You can pay by cash, check, or credit card. All credit card payments are subject to the credit card processing fees of 2.95% payable by client.
Flat fees may be divided into 2 payments: 2/3 payable at the commencement of the services; 1/3 at the completion of the document drafts. We will let you know in advance when you need to pay and what the amount will be.