Service Pricing

Velmarq Group provides premium tax, accounting, and business advisory services for business owners, investors, and working professionals.

Our pricing reflects national-level expertise, proactive planning, and transparent flat fees — not volume-based tax preparation.

We are not a discount firm. We are a strategic financial partner.


VELMARQ™ FLAT FEE SERVICES

Strategic Tax & Financial Advisory for Business Owners and Professionals

Flat-fee. Year-round. Built for growth — not rushed, seasonal filings.

Velmarq Group provides premium tax, accounting, and advisory services for business owners, investors, and high-earning professionals who need more than basic tax preparation.

We don’t just file returns. We design financial structure.

WHY VELMARQ?

Why Clients Choose Velmarq Group

Most tax firms focus on forms.

We focus on outcomes.

Flat-fee pricing — no surprise invoices

Year-round advisory support

Proactive tax planning, not reactive filing

Audit-ready systems and documentation

Built for business growth and long-term wealth

Velmarq is your strategic financial partner, not a once-a-year vendor.

Who We Work With

Velmarq Group is built for clients with complex income, assets, or growth plans, including:

  • Business owners & entrepreneurs

  • Real estate investors & landlords

  • Medical, legal, and financial professionals

  • Executives with equity or multiple income streams

  • High-earning W-2 professionals with advanced tax needs

If your financial life has outgrown a storefront tax office or DIY software, you’re in the right place.

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BUSINESS ANNUAL SERVICES

  • Close-up of hands stacking coins on a table, with stacks of coins in front. The person is wearing a blue shirt.

    Annual Business Tax Filing

    Annual Business Tax Filing services include preparation and filing of required federal and applicable state business tax returns (such as Forms Schedule C, 1065, 1120-S, or 1120).

    Services are limited to reporting income, expenses, deductions, and credits already incurred by the business based on records provided. This service does not include advisory work, restructuring, payroll or sales tax filings, or notice response.

    If compliance issues or errors are identified, services are reclassified to Business Tax Resolution.

  • A glass jar filled with coins, with a green plant growing from inside on a wooden surface.

    Business Tax Planning & Strategy

    Business Tax Planning & Strategy services provide forward-looking advisory support for business owners.

    Services may include entity structure analysis, owner compensation planning, tax projections, and strategic planning related to growth and optimization. These services are advisory only and do not include tax return preparation or resolution of existing compliance issues.


Individual Services.

We prepare returns for clients with complex financial situations, not high-volume, basic filings.


Service Pricing

🟣 Personal – Tax Filing & Compliance - Annual
$1,250.00
Advanced W-2 Travel Income & Deduction Analysis™
$2,150.00
Hybrid W-2 & 1099 Income Reconciliation™
$2,575.00
🔵 Personal – Tax Planning & Strategy
$2,500.00
🟣 Business – Tax Filing & Compliance - Annual
$3,500.00
🔵 Business - Tax Planning & Strategy
$4,250.00
🔴Tax & Financial Remediation™ (Add-On Per affected year)
$2,500.00
🔴Tax Liability Reduction & Compliance Defense™ (Add-On Per affected year)
$2,500.00
Expedited / Priority Service (Add On)
$500.00
Multi-State Filing (Add On)
$500.00
Additional Investment Property (Add-On)
$500.00
Additional Entity (Add On)
$1,000.00
🟦 ANNUAL ESSENTIAL ADVISORY — $3,500 / YEAR
$3,500.00
🟨 ANNUAL ADVANCED ADVISORY — $5,000 / YEAR
$5,000.00
🟥 ANNUAL ELITE PRIVATE ADVISORY — $10,000+
$10,000.00
Schedule C (Per Return)
$1,575.00
Form 1120-S (S Corporation)
$3,950.00
S-Corp Election by a Small Business Corporation
$3,500.00
Entity Classification Election
$3,500.00
Form 1065 (Partnership)
$4,250.00
General partnerships, limited partnerships, and limited liability partnerships
$5,550.00
Form 1120 (Corporation)
$6,250.00
Schedule K-1 (each)
$1,500.00
990-EZ / Small Nonprofit
$3,750.00
990 Standard Long Form
$5,750.00
990 Complex / High-Risk Form
$7,750.00
1040X Amended Return
$1,250.00
Crypto Currency Reporting-Simple
$300.00
Crypto Currency Reporting-Moderate
$500.00
Crypto Currency Reporting-Complex
$1,200.00
1099-B, Proceeds from Broker and Barter Exchange Transactions
$2,550.00
Form 1041 (Fiduciary)
$4,250.00
Form 706 (Estate)
$5,750.00
Form 709 (Gift Tax)
$650.00
W-2 Filing
$75.00
1099 NEC/Misc
$75.00
Schedule E (Rental)
$1,250.00
Estimated Tax Filing
$1,500.00
Form 940 (Federal Unemployment)
$1,250.00
Employee’s Withholding Allowance Certificate
$75.00
Itemized deductions
$1,250.00
Employer Miscellaneous Income Forms Filing
$75.00
Report of foreign bank and financial accounts (accts with aggregate value over $10,000)
$250.00
Qualified Business Income Deduction
$75.00
Qualified Business Income Deduction – Simplified Calculation
$50.00
Health Coverage Exemptions
$30.00
Premium Tax Credit
$75.00
Net Investment Income Tax
$40.00
Statement of specified foreign financial assets
$150.00
Tuition and fees deduction
$75.00
Health Savings Accounts (HSAs)
$65.00
Education credits
$75.00
Qualified adoption expenses
$150.00
Expenses for business use of your home
$100.00
Parents’ election to report child’s interest/dividends
$70.00
Additional child tax credit
$25.00
PFIC Reporting
$75.00
Tax for children under age 18 with investment income
$100.00
Nondeductible IRAs
$85.00
Passive activity loss
$70.00
Noncash charitable contributions
$25.00
Alternative minimum tax
$75.00
Residential Energy Credits
$1,275.00
Additional taxes on qualified plans (including IRAs) and other tax-favored accounts
$80.00
Sales of business property
$225.00
Interest and ordinary dividends
$75.00
Capital gains and losses
$975.00
Supplemental income and loss/Passive Activity Loss (Rental property)
$175.00
Earned income credit
$50.00
Quarterly estimated tax calculation
$250.00
Self-employment tax
$50.00
Foreign tax credit
$150.00
Credit for child and dependent care expenses
$75.00
Applications for extensions to file
$55.00
Printing fee
$55.00
Late Filing Fee
$175.00
Consulting Fee
$300.00
Business Consultation - Per hour
$500.00
Business Startup Services
$9,500.00
Business Plan with Financial Projections
$5,500.00
Financial Statement Package-Lender Ready
$6,500.00
YTD Profit and Loss Statement - Financial Projections
$5,250.00
Audited Financial Statements:
$5,750.00
Investment Portfolio Structuring/Asset Allocation
$9,500.00
Contract Drafting
$2,800.00
501 (c) 3 EZ
$5,550.00
501 (c) 3 Long Form
$7,500.00
501 (c) 3 Bylaws
$3,500.00
501 (c) 3 Application Fee
$600.00
Property Ownership Transfer-Real Estate
$5,000.00
Trademark Filing
$6,550.00
IRS Audit Preparation and filing
$5,250.00
Offer in Compromise (OIC) – IRS Tax Resolution
$9,000.00

Required Disclosure

Add-On services expand the scope of work and are billed separately.

Final pricing is determined after intake review based on complexity and condition.

Add-Ons do not replace Tax Resolution & Cleanup when issues exist.


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