Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and business tax issues. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
New clients: Please note that the below rates are starting estimates and increase if more time and expertise is needed. Please email info@dlfinancial.org for a customized estimate.
| Individual Returns | $340 (Fed and CA e-filed) plus the fees below if applicable |
| Additional State(s) | $186 each |
| Foreign Bank FinCen | $154 (up to 5 bank accounts) |
| Schedule C – Business | $175 plus $275 / hr for assistance gathering information |
| Schedule D – Capital Gains | $80 (additional fees for crypto currency and excessive trading activity) |
| Schedule E Rental | $154 per rental property |
| Extensions | $35 |
| Amendment | $204 – existing client |
| Amendment | $375 New Client plus $275/hour if assistance is needed to determine what needs to be amended |
| 9465 Installment Agreement Request | $50 |
Existing Clients: If your returns are similar to the prior year, we anticipate annual increases of 7-10% from your prior year invoice.
IRS Representation
An IRS audit can be an intimidating and complex process. IRS Audits come in many forms: Correspondence Audits, Field Audits and Office Audits. If you or your business face an IRS audit, we can wield years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available by appointment.