Individual Tax Compliance – Partial Payment & Minimum Price

This is a partial payment and minimum price for our tax compliance service for individual federal and state tax returns.

Price: $595.00


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We offer our tax compliance service to returning clients who are not traders, and to new clients providing, we also handle their trader entity tax returns.

Our tax compliance service includes

  • Planning and preparation of your individual federal and state tax returns, including your spouse on a married-filing-joint tax return.
  • 2017 Tax Cuts and Jobs Act: We focus on tax law changes that affect your taxes, including but not limited to suspension of investment expenses and other miscellaneous itemized deductions, the 20% deduction on qualified business income in pass-through entities, and other tax benefits.
  • If you have a pass-through trading entity, we maximize tax benefits between the individual and entity tax returns, including unreimbursed partnership expenses (UPE) and accountable plan reimbursements with S-Corps. We also focus on employee benefits, including health insurance and retirement plans with S-Corps.

After purchase, our administration team will follow up with you by email to commence the tax compliance process. See how our virtual communication process works efficiently.

Our partial payment is also a minimum price. Kindly expect a balance due on our fees when we complete the tax compliance engagement. Please read Price & Billing Policies for more information.

If you have any questions, please contact us.

Thank you for trusting our firm to help you. We've earned trust from traders since 1983.

Robert A. Green, CPA
Darren L. Neuschwander, CPA
Managing Members, Green, Neuschwander & Manning, LLC