CPA of Denver publishes fees to help you choose the right starting point. Simple, clearly defined work has a fixed-fee scope. More complex returns and proactive planning are quoted after reviewing your needs. You work directly with Philip M. Falco, CPA.
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CPA Consultation — $350
Up to one hour of total CPA time for relevant review, analysis, preparation and a telephone consultation about tax, financial statements, accounting or business questions. This is a separate limited engagement, with no audit/review/compilation assurance report or return preparation included. Review terms and start the paid consultation.
Individual Tax Preparation Fees
For a married-filing-jointly federal and Colorado return with more involved reporting, general preparation fees are $750–$1,500. Investment activity, equity compensation, additional schedules and record quality affect the quote. More extensive work may fall outside this range; additional states and services are scoped separately.
For households with higher W-2 income, investments, RSUs or stock options, see high-income tax preparation and planning. Preparation alone does not automatically include a year-end projection or planning meetings.
Additional Individual Preparation Options
- Standard Individual Tax Return Preparation: from $395.
- Schedule C Tax Return Preparation: from $595.
- Rental Property Tax Return Preparation: from $695.
Starting-fee services require a scope review and written quote before payment. Missing records or additional work may change the accepted scope and fee.
The limited simple-return engagement below is a separate offering. Review all eligibility conditions before using its checkout.
Tax Planning and Annual Engagements
Choose preparation, a projection, additional meetings or an annual arrangement with agreed deliverables. These are general estimates, not automatic charges or a quote for your situation.
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| Service | General fee | Scope to confirm |
|---|---|---|
| Year-end projection and planning | $500–$1,000 | Projected federal and Colorado liability, withholding and estimated payments, and planning questions agreed for review. |
| Additional planning meetings | Generally $500 per meeting | Meeting duration, preparation and follow-up work confirmed before scheduling. |
| Annual preparation and planning engagement | Custom quote | Included return, year-end projection, number of meetings and any updates agreed in advance. |
See tax planning services and how preparation differs from planning. Consultation timing, scope and any consultation fee are confirmed when scheduling.
Defined Planning and Election Projects
- Timely S Corporation Election Preparation: from $495.
- Annual Tax Strategy Review: from $1,500.
Starting-fee services require a scope review and written quote before payment. Missing records or additional work may change the accepted scope and fee.
S Corporation, Partnership, and LLC Return Fees
The catalog below lists current preparation options for S corporations and partnerships. An LLC’s return depends on its tax classification; review LLC tax preparation if you are unsure which service fits.
Business preparation assumes the records meet the listed scope. A balance-sheet engagement includes the specified reporting, but does not automatically include bookkeeping reconstruction or every ownership, basis or election issue. Review the exclusions before starting.
Business and Owner Preparation Together
- Business & Owner Tax Return Package: from $1,795.
Starting-fee services require a scope review and written quote before payment. Missing records or additional work may change the accepted scope and fee.
Read more about business-return pricing and balance-sheet work.
FBAR Filing Fees
The fixed-fee option below is for a timely filing within the listed taxpayer, year and account limits. Delinquent filings and other international reporting require separate review.
Tax Strategy Series — $1,700
A one-time project with three 75-minute CPA sessions, defined planning analysis and a written summary. The base scope covers one household and, where relevant, one closely held business, one tax year and up to two agreed scenarios. Review the complete series scope and exclusions. Return preparation, implementation and annual advisory are separate.
Annual Tax Preparation & Advisory Plans
Personal Tax Advisory
$149/month
$1,788 annual engagement
One owner household federal Form 1040 and Colorado individual return; two 45-minute planning consultations; one household projection and estimated-payment guidance; four scheduled 15-minute question calls.
Business Tax Advisory
$249/month
$2,988 annual engagement
One qualifying federal S corporation or partnership return and its Colorado return, up to two owners; four 45-minute business tax-planning meetings; one entity projection and payment review; four scheduled 15-minute question calls. Owner Form 1040 is separate.
Complete Business & Personal Tax
$399/month
$4,788 annual engagement
One qualifying business return and one owner household federal and Colorado individual return; four 60-minute coordinated planning meetings; one household and one entity projection; one owner-compensation planning review where relevant; four scheduled 20-minute question calls.
Executive & Advanced Tax Advisory
$699/month
$8,388 annual engagement
Complete plan filings for one business and one owner household; four 90-minute strategy meetings; two household/entity projection rounds; up to three agreed scenarios for one year; up to two hours of authorized professional coordination; six scheduled 20-minute question calls. Priority scheduling subject to availability.
Annual engagements paid in 12 monthly installments after acceptance of a written engagement and billing authorization. No unlimited services or automatic enrollment. Existing client agreements retain their agreed terms. Compare all scope limits and the enrollment process.
Other Services and What Can Affect the Fee
Rental and self-employment schedules, C corporation returns, trust and estate returns, nonprofit filings, prior-year returns, amendments, notices and other work are quoted according to their scope. A fee listed for one return or service should not be assumed to include these additional items.
- The number of returns, entities, tax years and states.
- Investment transactions, equity compensation and supporting records.
- Rentals, self-employment, ownership changes and additional schedules.
- Missing records, unreconciled books or bookkeeping cleanup.
- Complex basis, allocation, election or international reporting issues.
- The number of projections, scenarios and planning meetings requested.
How We Agree on the Scope and Fee
- Describe your needs. Tell us the tax year, income sources or business type, states involved and whether you need preparation, planning or both.
- Provide records securely. Ask for secure transfer instructions before sharing prior returns or financial documents.
- Confirm the engagement. Review the included work, exclusions, fee and payment terms before proceeding.
- Approve additional work. Work outside the agreed scope requires approval and may involve an additional fee.
Contact CPA of Denver for a scoped fee estimate. Do not send tax returns, Social Security numbers or account details in an ordinary email.
Frequently Asked Questions About Fees
Does the $99 price apply to all individual returns?
No. The $99 engagement is limited to the current catalog eligibility for a simple W-2-only return. Investment income, equity compensation, self-employment, rentals, additional states and other excluded items need a different scope.
Are tax planning meetings included in return preparation?
Not automatically. Return preparation, a year-end projection and additional meetings are separate unless the engagement expressly includes them together.
Are the published ranges a firm quote?
No. General ranges help you budget. The actual fee depends on the records, complexity, tax year, states and agreed work. A starting price is not a cap.
Does business-return preparation include bookkeeping cleanup?
No. Published business-return scopes assume complete records. Cleanup, reconstruction, special allocations, payroll corrections and other excluded work require a separate scope review.
Can you quote an annual preparation and planning package?
Yes. Personal plans start at $149/month, Business at $249/month, Complete at $399/month and Executive at $699/month, each under a defined annual engagement. Scope and signed terms govern acceptance.
How do I request a fee estimate?
Contact CPA of Denver with the tax year, income sources, entity type if applicable, states involved and planning needs. Request secure transfer instructions before sharing tax returns or sensitive records.
Fee guidance published October 17, 2026. The engagement terms and current service scope determine the work and fee for your situation.
Election Reviews and Financial Statement Questions
S corporation elections and corrective work are quoted after review. A focused financial-statement discussion can fit the $350 consultation time allowance; studies, reports, bookkeeping corrections and assurance services are outside that scope.