Tax Return Preparation

This is an optional add-on service only available to clients enrolled in Wealth Mode Planning ongoing services.

Pricing quoted case-by-case.

Because tax returns are highly unique to every taxpayer, this service is quoted on a case-by-case basis.

Personal returns typically start at:

  • $150+ per Single or Married Filing Separate Return

  • $175+ per Married Filing Joint Return

  • $400+ per Business Return