Personalized Tax Services for Every Need

Our Base Fee: A Foundation for All

Your Unique Needs, Our Flexible Pricing

We recognize the uniqueness of each client's circumstances, and our pricing is thoughtfully adjusted to reflect this. We use a hybrid formula to tailor our fees beyond the base rate, considering the number of Forms Used, Time Spent on preparation, research, and client interactions.

Cooperation and Efficiency Reflected in Pricing

Our pricing also takes into account client behavior. Efficient, cooperative interactions are valued, and we adjust our fees to account for additional complexities and time required by specific client needs.

Empowering Your Financial Understanding

Our dedication goes beyond tax preparation. We aim to help families navigate and comprehend their balance sheets with the IRS and State agencies, making professional tax services accessible and understandable.

Our base tax‑return package is a flat $475, which breaks down into a $100 retainer to open your file and a $375 preparation fee. This covers the essentials: preparation of your federal Form 1040, one state return, up to two W‑2 wage statements, and any Social Security retirement or disability income, all under the standard‑deduction (non‑itemized) rules. Any additional needs—extra W‑2s, 1099s, stock sales, rental or business income, multiple state filings, itemized deductions, and similar forms—are billed separately so you pay only for the complexity your situation requires.

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Estate and Trust Tax Preparation

Preparing a trust return is a nuanced journey through complex tax laws and financial intricacies. At PenCoast Tax Services, we understand that navigating this requires a blend of deep legal understanding and strategic financial planning. Trust returns, with their unique implications for trusts and beneficiaries, highlight the necessity for precision and expertise. We’re here to simplify this process, ensuring your trust aligns with the grantor’s intentions while optimizing fiscal responsibilities and benefits. Let us guide you through the meticulous task of trust return preparation, turning complexity into clarity and compliance.

Tax Planning and Retirement Services

PenCoast Tax Services is here to demystify tax and retirement planning for you, offering personalized, understandable advice. As we dive into the complexities of tax laws and retirement strategies, we’re committed to providing you with solutions that match your individual needs or those of your small business. From navigating tax regulations to crafting retirement plans that secure your financial future, we aim to break down the daunting barriers you face. With access to the latest tools and the option to connect with certified financial planners for specialized queries, we’re excited to guide you towards a financially secure and prosperous retirement. Let’s start this journey with a conversation—contact us to schedule your consultation.