Pricing

Clear Scope. Thoughtful Advice. No Surprise Fees.

Tax situations vary, and so does the work required to handle them well.

Collins & Collins uses upfront engagement pricing based on the scope and complexity of your tax needs. The starting prices below are intended to help you understand the level of investment before scheduling a consultation.

When additional work is needed, we'll discuss the scope and fee with you before proceeding.

Tax Preparation

Individual Tax Preparation
Starting at $650

For individuals who need accurate annual tax preparation without an ongoing advisory relationship.

Fees increase based on factors such as business activity, rental properties, investments, multiple states, additional schedules, and overall complexity.

Business Tax Preparation
Starting at $1,400

Preparation for qualifying S corporations and other business entities.

When Collins & Collins prepares a business return, we generally prefer to prepare the owner's individual return as well so the filings can be considered together.

Business + Owner engagements generally begin around $2,400.

Tax Clarity

Starting at $1,150

For individuals and business owners who need more than tax preparation but aren't yet sure whether ongoing advisory is necessary.

Tax Clarity is a focused planning engagement designed to help you understand your current tax picture, identify issues and planning opportunities, and determine what deserves attention next.

Your engagement may include review of relevant prior-year returns and current-year information, tax analysis, a current-year projection when appropriate, a 60–75 minute planning meeting, and a written summary of recommended next steps.

Tax preparation and ongoing advisory are separate unless specifically included in your engagement.

Start With Tax Clarity

Tax Advisory

Annual engagements start at $5,000

For professionals, investors, and qualifying business owners who want an ongoing relationship with a tax advisor—not just an annual tax return.

Tax Advisory generally includes four quarterly planning meetings, two formal tax projections, estimated-tax planning, reasonable year-round access for tax questions, year-end planning, and annual tax preparation within the agreed scope.

Additional entities, significant transaction analysis, IRS representation, estate and trust work, and other projects outside the annual engagement are separately scoped.

Explore Tax Advisory

Estate & Trust Tax Services

Standalone fiduciary income tax return preparation starts at $1,400.

Estate and trust engagements are individually scoped because filing requirements can vary significantly depending on the circumstances.

A coordinated estate engagement may include the decedent's final individual income tax return, Form 1041 and applicable state returns, beneficiary reporting, fiduciary tax guidance, and coordination with attorneys or financial professionals.

Coordinated estate engagements generally begin at $2,900.

When the filing requirements or tax issues must be evaluated before the engagement can be defined, a separate Fiduciary Tax Assessment may be recommended.

Explore Estate & Trust Tax Services

IRS Representation

IRS Case Assessments start at $900.

Before recommending a resolution strategy, Collins & Collins first works to understand what has happened, which tax periods are involved, whether filing requirements are current, and what options may be available.

Representation is then quoted based on the specific scope of the matter.

Services may include IRS notices, unfiled returns, examinations and audits, collection matters, and evaluation of resolution alternatives when appropriate.

We don't sell predetermined tax-relief programs. We determine the appropriate strategy after understanding the case.

Explore IRS Representation

What Determines Your Fee?

Your fee may be affected by the number and type of returns required, entities involved, number of states, quality and organization of records, number of tax years involved, transaction complexity, research required, level of professional coordination, and overall scope of the engagement.

What We Don't Bill For

No surprise projects.

If something arises that falls outside your existing engagement, we'll explain what additional work is needed and provide the scope and fee before proceeding.

Not Sure Which Service You Need?

You don't need to diagnose your own tax situation before contacting us.

A brief fit call helps determine whether Collins & Collins is the right firm for your needs and which service is the appropriate place to begin.

Planning question? → Start With Tax Clarity
Estate or trust responsibility? → Fiduciary Tax Fit Call
IRS problem? → IRS Resolution Fit Call

Need annual tax preparation? → Request Tax Preparation