FEES

Business Formation

The following is a fee schedule for base business formation services. Please keep in mind that these fees are estimates and may vary depending on the complexity of your circumstances.

Before we start, I will always provide you a flat fee and offer payment plans to fit your budget. Contact me for a fee estimate.

LLC Formation Package . . . . . Starting at $997 plus Filing Fees

This package includes the following: Analysis of business name for uniqueness, Filing Articles of Organization, Operating Agreement, Application for Federal Tax ID Number, and Appointment of officers, IRS Entity Election (optional). Not ready to start? Learn how to start an LLC!

Corporation Formation Package . . . . . Starting at $997 plus Filing Fees

This package includes the following: Analysis of business name for uniqueness, Filing Articles of Incorporation, Bylaws and Shareholder Agreement, Shareholder and Director Resolutions, Issuance of Stock, and Appointment of officers and directors.

Non-Profit Entity Formation Package . . . . .Starting at $1997 plus Filing Fees

This package includes the following: Analysis of business name for uniqueness, filing articles of organization or incorporation, Bylaws, Ancillary resolutions, the appointment of officers and directors, Obtaining a Federal Tax ID, and Filing an Application for Federal Tax Exemption.

Tax Litigation and Representation

Having an aggressive advocate to represent you before the IRS is critical to achieve the tax resolution that you want. As an experienced tax attorney, I represent taxpayers in every stage of tax litigation from initial audits to representation in Tax court. Contact me today to set up a consultation and receive a fee estimate.

Before we start, I will always provide you an estimate for my fees and offer payment plans to fit your budget.

Installment Agreement . . . . . Starting at $1,497

Sometimes you owe money to the IRS and are not eligible for an Offer-in-Compromise, or Tax Settlement. As your Tax attorney, I will negotiate with the IRS to help reduce penalties and interest where possible and help you enter into an Installment Agreement so that you can have the lowest possible monthly payment.

Federal Offer-in-Compromise . . . . . Starting at $4,997

When your Tax Liabilities are in excess of your assets, you may be eligible to settle your tax debt with the IRS through a program called an Offer-in-Compromise.

As part of an Offer-in-Compromise, I will analyze your outstanding tax liabilities, your assets, and strategize with you on settling your tax debts for less than the total balance.

Audit Defense. . . . . Starting at $1,997

Getting a letter from the IRS informing you that your return has been audited is terrifying. You shouldn’t have to face the IRS alone and be forced to pay more than you truly owe.

I am a fierce advocate for my clients, and I will fight for you and your interest to ensure you are allowed every deduction and every line item you are entitled to.

United States Tax Court . . . . . Schedule a Consultation to Discuss

Estate Planning

The following is a fee schedule for base estate planning services involving non-taxable estates (meaning the value of your estate falls within the current Federal Estate Tax Exemption). Please keep in mind that these fees are estimates and may vary depending on the complexity of your circumstances.

Before we start, I will always provide you a flat fee and offer payment plans to fit your budget. Contact me for a fee estimate.

Will Package for Individuals . . . . . . $1,375

Documents include the following: Last Will and Testament*, Durable Power of Attorney, Designation of Patient Advocate (Health Care), HIPAA Authorization, and detailed instructions on how to sign your documents.

Will Package for Couples . . . . . . $1,750

Documents include the following: Last Will and Testaments*, Durable Powers of Attorney, Designations of Patient Advocate (Health Care), HIPAA Authorizations, detailed instructions on how to sign your documents.

*Indicates simple wills with no tax planning

Trust Package for Individuals . . . . . . $2,250

Documents include the following: Pour-over Last Will and Testament, Revocable Living Trust, Durable Power of Attorney, Designation of Patient Advocate (Health Care), HIPAA Authorization, Assignment of Tangible Personal Property and Deed, Certification of Trust, detailed instructions on how to sign your documents.

Trust Package for Couples . . . . . . $2,575

Documents include the following: Pour-over Last Wills and Testaments, Two Revocable Living Trusts or Joint Revocable Living Trust, Durable Powers of Attorney, Designations of Patient Advocate (Health Care), HIPAA Authorizations, Assignments of Tangible Personal Property and Deed(s), Certification of Trust(s), detailed instructions on how to sign your documents.

Estate Planning Documents

• Last Will and Testament (Individual) . . . . . $500

• Last Will and Testament (Couple) . . . . . $700

• Designation of Patient Advocate . . . . . $250

• HIPAA Release . . . . . $200

• Durable Power of Attorney . . . . . $400

Other Estate Planning Matters

If you have a specific legal question or require a quote for services not listed, contact me for a fee estimate.