Pricing & Engagement Options
At TotalTaxGurus, every client’s tax situation is different. We separate tax preparation, strategic planning, IRS defense, bookkeeping, compliance education, and advisory work so you understand what you’re paying for and why.
Tax Preparation
Our tax preparation services generally start at $500+ and increase based on complexity, forms filed, business activity, state filings, rental properties, investment activity, entity returns, and reporting requirements.
- Individual federal and state returns
- Schedule C, rental, investment, and multi-state returns
- S-Corporation, partnership, LLC, and business tax returns
- Additional forms and schedules priced based on complexity
Business Compliance Club™
A monthly membership for business owners, rental property owners, and self-employed professionals who want year-round compliance education, practical templates, documentation tools, and better recordkeeping habits.
This membership is educational and does not include individualized tax advice, tax preparation, bookkeeping, IRS representation, or personalized planning. Clients needing personalized guidance may engage TotalTaxGurus separately.
Strategic Tax Planning Packages
For clients seeking proactive tax reduction, entity strategy, business optimization, or long-term planning, we offer structured planning engagements with implementation support.
Foundation Plan Starting at $1,299
Best For: W-2 professionals, simpler business owners, first-time planners, single rentals, or clients needing a clear tax direction.
- Discovery and planning session
- Prior return review
- Tax strategy recommendations
- Written action plan
- Basic tax projection review
- IRS compliance and audit-readiness review
- One 60-minute follow-up strategy call
Optimizer Plan Starting at $1,999
Best For: Business owners, S-Corp owners, 1099 earners, real estate investors, and clients with multiple income streams.
- Everything in the Foundation Plan
- Deeper entity and income structure review
- More refined deduction and write-off analysis
- Enhanced IRS documentation guidance
- Compensation and estimated tax planning review
- Implementation checklist
- Two 60-minute follow-up strategy calls
- Tax Compliance Template Pack
Executive Tax Blueprint Starting at $3,999+
Best For: High-income clients, multi-entity business owners, advanced real estate investors, complex tax situations, and clients who want a more polished advisory experience.
- Everything in the Optimizer Plan
- Quarterly Executive Strategy Sessions — four 60-minute calls
- Higher-level multi-year tax planning review
- Advanced IRS risk, compliance, and audit exposure review
- Executive strategy summary and prioritized implementation roadmap
- Customized tax compliance toolkit
- Priority email access during the engagement period
- Corporate binder, meeting minutes, accountable plan, and documentation templates
- Estimated tax calendar and recordkeeping SOP tools
- Limited advisor, bookkeeper, payroll, or financial professional coordination
Elite Family Office Tax Partnership Starting at $9,999+ Annually
Best For: High-income families, multi-entity business owners, real estate investors, executives, and clients who want a long-term tax strategy partner — not just a tax preparer.
- Everything in the Executive Tax Blueprint
- Monthly strategy access
- Year-round priority advisory support
- Ongoing IRS compliance oversight and strategic risk management
- Annual tax projection updates
- Year-end tax closeout meeting
- White-glove implementation roadmap
- Custom compliance vault and documentation system
- Coordination with financial advisor, attorney, bookkeeper, payroll, insurance, or other professional team members
- Entity, compensation, retirement, and wealth transfer planning review
This package is limited in availability and designed for clients who want ongoing strategic oversight, coordination, and a high-touch advisory relationship.
The $299 consultation fee may be credited toward a qualifying strategic planning engagement.
IRS Defense & Tax Resolution
IRS audits, notices, collections, tax debt, appeals, penalty abatements, lien or levy issues, and state tax matters are quoted based on scope and complexity.
- IRS and state notice response
- Audit defense and examination support
- Installment agreements, penalty relief, and resolution options
- Transcript review, account analysis, and case strategy
Bookkeeping & Compliance
Monthly bookkeeping and compliance services generally start at $299/month and increase based on transaction volume, account complexity, cleanup requirements, payroll needs, and reporting frequency.
- Transaction categorization and account reconciliation
- Monthly or quarterly financial reporting
- QuickBooks Online cleanup and catch-up support
- Bookkeeping designed to support tax-ready records and stronger planning
Professional Consultation
Consultations are $299 per hour. This session may cover tax strategy, audit defense, tax issue resolution, IRS representation, business guidance, return questions, or complex tax concerns.
If you move forward with a qualifying engagement, your consultation fee may be credited toward the total cost of your services.
We’ll review your situation, explain your options, and provide transparent pricing before beginning any work.
Questions before booking?
ericmacis@totaltaxgurus.com
(833) 621-7001