Starting at $1,500 · Scope review required
Work directly with Philip M. Falco, CPA. This starting fee applies to the qualifying work described below; it is not an automatic quote for every return or situation.
Starting Scope
A one-time review for one household and, if relevant, one closely held business for one tax year: two 60-minute meetings, one baseline projection, one agreed alternative and a brief written action summary.
Work Outside the Starting Scope
Return preparation, implementation, additional years or scenarios, bookkeeping reconstruction, investment management and legal representation. This is separate from the three-session Tax Strategy Series.
How We Confirm the Fee
Tell us the return year, income sources or entity type, states and deadline. We identify the required records and confirm the accepted work and fee before payment. Do not send sensitive records by ordinary email.
Request a scope review and quote · Compare preparation fees · Compare annual advisory plans
Need Advice Before Choosing a Service?
A $350 CPA Consultation covers up to one hour total for review, preparation and a telephone discussion. It does not include this return, election or planning project.
Published October 17, 2026. The signed engagement defines the accepted work and fee.