Do you have Questions? 🤔 We Have Answers…It’s That Easy!

One of the most common questions we get from clients is how much do we charge. The correct answer is that it depends! No two clients have the same situation or needs. We specialize in developing a detailed understanding of your situation to provide you with a “firm” upfront price.

There is never a charge to quickly explain your situation to us to determine your service fee and whether we can help. If you have more extensive questions, want to ask for advice, or run scenarios, that will fall under a paid consultation.

Below is information on some of our most common services and their general costs.

Consultations:

$195 for up to “about” one hour
$80 for 15-minute blocks
Tax situation advisement
Business start-up advisement
Selling online (Amazon, eBay, Poshmark, Mercari, etc.)
General questions and requests for guidance
These consultations can be about almost anything related to bizness, personal taxes, starting a bizness, online selling, deductions, finance, taxes, the IRS, if you should marry that smooth HoneyBooBoo you met at the club, should you incorporate or start an LLC, what happens if you pull from your retirement, should make an S-Corp election, should you buy a home or rental property, how much tax will you owe based on a scenario, investing, etc.
You must tender in advance via Venmo “@AndreReeseDotBizLLC,”, by Zelle @ “andre@andrereese.biz,” or with a credit /debit card by clicking here

Active Mentorship Relationships:

$2,400 for 1 year:
- Are you looking to build a relationship and get guidance from a mentor? Our President & CEO, Andre Reese, is available to act in that capacity. He can build a flexible virtual relationship using Zoom, Facetime, text, or voice.
- He can have “regular” discussions as needed. There are no time or frequency limitations as long as they are not excessive. Weekly contact of 15 to 30 minutes is “about” reasonable, but he is flexible.
- He will share almost all the knowledge he has gained as a 6’3” tall, masculine-male-entrepreneur who has made 56 revolutions around the sun.
- He can discuss life, family, career, marriage, divorce, navigating and dealing with racism, entrepreneurship, happiness, goal setting, achievement, setting boundaries, masculinity, femininity, finding your purpose, returning to college as an adult, volunteering, starting a non-profit, 401K/retirement accounts, actively trading securities, crypto, set it and forget it investing, living off dividends, travel, dating, starting over, maximizing your tax deductions, incorporating a bizness, politics, budgeting, attending college, dating from a male perspective, child support, dating from a female perspective, understanding and utilizing the US Tax Code to your advantage, starting a bizness, improving your bizness, investing, retirement, raising children, mending family relationships, what-if scenarios, etc.
- This is a great option for single women looking to gain insight and leadership from a male perspective. This is useful if you are trying to find and secure a higher-quality mate.
- The fee is tendered before we start, and there is no full or partial refund after we first begin.
If you are a bizness owner, these packages might be tax deductible!

Reverse Consultations (Sell Me On Your Idea Or Product):

$195 for up to “about” one hour
$70 for 15-minute blocks
Do you have a product or idea you want to sell or pitch to us
Do you have a life/time-saving opportunity that we must hear about today?
Book a 15-minute block or a 1-hour consult to present your idea/opportunity/product to us

Overflow Relief Partnering With Other CPA, Tax, Accounting, And Bookkeeping Firms:

Starting @ $100 per billable hour

Bookkeeping Services:

This can start as low as $450 per month for a low volume and simple bizness. The price goes up from there with additional complexity.
Price generally includes monthly bookkeeping, 1099s, and annual tax preparation
For $195, we can do a quick-deep-dive into your books to come up with a firm monthly quote. We will look at your volume, the state of your general ledger, the chart of accounts, bank feeds, reconciliations, your internal process, and financials. Once we have this information, we can provide you with a firm quote and some simple recommendations. If you decide to engage, the $195 exploratory fee will be applied as a credit to your first bill. It’s that simple!
Please call us for a quote

Estimated Tax Preparation Fees:

Basic 1040 Tax Preparation from $325 (W-2s, no itemizing, no home ownership)
Intermediate Tax Preparation from $425 (basic tax prep + homeownership and/or with a Schedule A, Multiple W2s/1099-R, Children with Daycare, etc.)
Advanced Add-On: $150 for each Schedule C bizness or LLC Disregarded entity (typical)
Advanced Add-On: $150 for each Schedule E Rental Property (typical)
Advanced Add-On: $150 for each California LLC Tax Return Filing Form 586 (typical)
Dividend Add-On: $25
Security Sales Reporting: $50
Reconciliation for RSUs: $50
Non-Profit Tax Preparation from $950
Single Member LLC with an S-Corporation Election: $1,300
Call for a quick quote and pricing on other preparation services

Amended Returns:

Most returns can be amended from $400 to $700. More complex returns will have additional fees
Please call us for a quick quote

Annual Tax Preparation Fee Increase for Returning Clients:

If your situation year-to-year is essentially similar:
- $10 or $20 increase over the prior year if most documents are submitted by March 21, 2024
- $20 or $25 increase over the prior year if the document submission process begins on or after March 22, 2024

Tendering Fees:

Consultation fees are tendered in advance before the consultation begins
A Bookkeeping retainer of one month’s service is collected in advance, and monthly progress is billed as completed
Tax Preparation fees are tendered 50% upfront, and the remainder is due upon completion (except delinquent returns)
Filing delinquent returns is considered to be a high-risk engagement. Fees are tendered 100% in advance before the engagement begins.

Forms of Payment:

We accept all major credit cards, checks, cash, Venmo, and Zelle

Refunds:

There are no refunds once the process begins

How should we begin this journey? Call or Text us to schedule an appointment at (510) 593-8768. We will guide you through the process and get you quickly integrated into the AAR3 Family!