Service Pricing

Velmarq’s Accounting Division transforms financial management from transactional to transformational—each plan crafted to help clients maximize value and growth.


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  • Bronze Premium Package

    Bronze – Essential Compliance ($695–$1,895)

    • Federal + state tax return (individual or single-member LLC)

    • W-2, 1099, basic deductions

    • E-file + secure client portal

    • One 15-minute follow-up call

    • Optional add-on: amended returns

  • Silver Premium Package

    Silver – Growth & Strategy Starter ($950–$4,500)

    • Everything in Bronze

    • Entity structure analysis (LLC, Partnership, S-Corp, 501 (C) 3)

    • Quarterly tax estimate planning

    • 1 strategy call per quarter

    • IRS letter response support

    • P&L; review with recommendations

  • Gold Premium Package

    Gold – Strategic Wealth Builder ($5,000–$10,500)

    • Everything in Silver

    • Annual tax planning & wealth integration session

    • Real estate optimization strategy

    • Annual Business funding preparation and eligible business tax write-off strategies

    • Annual Tax Planning/Forecasting

    • Priority scheduling and same-day response

  • Platinum Premium Package

    Platinum – Full CFO Concierge Suite ($15,000–$25,000+)

    • Everything in Gold

    • Unlimited advisory & audit protection

    • Monthly financial and cash-flow review Estimated tax and state tax filing

    • Multi-state and multi-entity management

    • Wealth preservation & generational planning

    • Access to Velmarq Capital for funding and investment readiness

Individual Services.

Invest In Your Future.

Basic Individual income tax return
$595.00
Itemized deductions
$175.00
Singles Package
$675.00
Couples Package
$695.00
Form 1120 (Corporation)
$4,250.00
Form 1120-S (S Corporation)
$3,000.00
Form 2553 - S-Corp
$150.00
Form 8832 Entity Classification Election
$250.00
Form 1065 (Partnership)
$1,250.00
General partnerships, limited partnerships, and limited liability partnerships
$1,450.00
Schedule K-1 (each)
$195.00
1099-B, Proceeds from Broker and Barter Exchange Transactions
$250.00
Form 1041 (Fiduciary)
$675.00
Form 706 (Estate)
$1,750.00
Form 709 (Gift Tax)
$650.00
Form 990-EZ (Exempt Organization
$950.00
Form 990 (Exempt Organization)
$1,250.00
W-2 Filing
$75.00
1099 NEC/Misc
$75.00
Schedule C Profit/Loss from Business
$450.00
Schedule E (Rental)
$175.00
Estimated Tax Filing
$650.00
Form 940 (Federal Unemployment)
$250.00
Employee’s Withholding Allowance Certificate
$75.00
Miscellaneous income (issuance to contractors)
$75.00
Report of foreign bank and financial accounts (accts with aggregate value over $10,000)
$150.00
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
$75.00
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
$75.00
Supplemental income and loss/Passive Activity Loss (Rental property)
$175.00
Earned income credit
$50.00
Quarterly estimated tax calculation
$125.00
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
1040X Amended Return
$575.00
Printing fee (if you wish paper copies of your returns, rather than PDF computer files)
$55.00
Processing fee (for very disorganized documentation, excessive requests for information (either from you, or from me if I have to send you multiple requests for the same information), etc.)
$100.00
Rush fee (file complete less than 3 weeks before return is due)
$175.00
Research fee (for unusual or specific issues requiring consultation with our professional research service)
$250.00
Consulting time (Responses to IRS correspondence, “what if” scenarios, etc., beyond a straightforward, one-shot answer.)
$300.00
Business Consultation - Per hour
$300.00
Business Startup Services
$2,500.00
Business Plan with Financial Projections
$1,795.00
Financial Statements: Basic
$1,250.00
YTD Profit and Loss Statement - Financial Projections
$1,750.00
Audited Financial Statements:
$1,750.00
Investment Portfolio Structuring/Asset Allocation
$2,500.00
Contract Drafting
$800.00
501 (c) 3 EZ
$1,350.00
501 (c) 3 Long Form
$1,950.00
501 (c) 3 Bylaws
$500.00
501 (c) 3 Application Fee
$600.00
Property Ownership Transfer-Real Estate
$5,000.00
S-Corp Filing
$1,795.00
Trademark Filing
$1,650.00
IRS Audit Preparation and filing
$585.00

Additional Charges

Aside from fees for filing taxes and federal returns, a Velmarq tax professional may charge additional fees for special requests, or to account for additional work created by disorganized files, late filing, or IRS audits. Here are some average fees for typical additional charges:
● $175 for disorganized or incomplete files
● $75 to file extensions
● $450 retainer for tax prep in the non-current year
● $1250 retainer for IRS audits
● $175 to expedite returns

Basic singles’ package

✔ One itemized Tax Form 1040 (including Schedules 1-3, as needed)
✔ Any three additional Forms or Schedules
✔ Cost: $650 flat fee plus additional fees

Basic couples’ package

✔ One itemized Tax Form 1040 (including Schedules 1-3, as needed)
✔ Any four additional Forms or Schedules
✔ Cost: $675 flat fee plus additional fees

State returns

✔ Cost: Generally $100 — $175 per state, depending on state and tax situation. (May be higher if your state differs significantly from federal tax law.)
✔ Payroll Tax filings: Starting at $975 plus additional fees

Special Offers and Notices

Amendments Paid the wrong amount of tax previously because you or your previous preparer made a mistake? Velmarq Group will amend prior year returns and make all necessary corrections for you. Generally priced starting at $525 plus additional fees, depending on the complexity of the changes necessary. ***For additional services not listed, Velmarq Group reserves the right to adjust these prices in individual situations.