Our Fee Agreements give consideration to the difficulty and size of the assignment, the degree of skill required, the experience and ability of the personnel assigned, time limitations imposed on us by others, the nature of the project, the level of cooperation by the client and their staff, and the value of the services to the client. Fees will vary depending on the specifics/scope of your particular situation.

Fees

Consultation (In-office / Telephone / Skype Meetings): $225
Includes initial needs analysis, responding to questions, reviewing documentation, strategy formulation and providing guidance. Consultation fee will be credited to first invoice. Click here to schedule an appointment with Kenneth Hoffman.

Individual Tax Return Preparation: starting from $375
Includes Form 1040 and Schedule A. This fee assumes that all your records are current. Fee estimate will be provided after a documentation review. A documentation review fee of $75 will be credited to the tax preparation fee.  Click here to schedule an appointment with Kenneth Hoffman.

Business Tax Return Preparation: starting from $850
This fee assumes that you will provide up-to-date profit & loss statement, balance sheet, general ledger and other documents as requested.  Fee estimate will be provided after a documentation review. A documentation review fee of $75 will be credited to the tax preparation fee. Click here to schedule an appointment with Kenneth Hoffman.

Trust / Estate / Gift / Non-Profit Tax Return Preparation: starting from $750
This fee assumes that you will provide up-to-date information to prepare the tax return.  Fee estimate will be provided after a documentation review. A documentation review fee of $75 will be credited to the tax preparation fee. Click here to schedule an appointment with Kenneth Hoffman.

Additional Tax Returns: starting from $195
Additional returns such as; State, Franchise, Property, or Excise.

IRS - related Services: Initial Flat Fee Deposit - see below**
Fees for handling Audits, Notices, Unfiled taxes, late taxes, tax research, Offer In Compromise (OIC), Payment Arrangements, Partial Payment Arrangements, Non-Collectible Status, or other disputes involving the IRS, state or local jurisdictions; will be provided after a thorough analysis of the matter. A non-refundable Analysis Review fee of $225 will be credited to the first invoice.  Click here to schedule an appointment with Kenneth Hoffman.

Monthly Accounting: starting from $300 per month

  • General data entry
  • Monthly bank and merchant account reconciliation
  • Monthly Profit & Loss Statement and Balance Sheet
  • Unlimited email/telephone conferences
  • Client Portal
  • Additional services available

Payroll Services: starting at $85 per pay period

  • Weekly, Bi-weekly or Monthly payroll including direct deposit and federal deposit processing
  • Quarterly payroll form 941 and state unemployment forms
  • Annual 940, W-2, 1099's and state forms

Part Time CFO Services: starting from $750 per month

  • Monthly Accounting
  • Payroll Service
  • Business Tax Return
  • IRS Notice Response (not including audits)
  • Quarterly in person meetings
  • Unlimited email/telephone conferences
  • Client Portal

Private Client Services: starting from $1,295 per month

  • Priority Availability
  • Monthly Accounting
  • Payroll Service
  • Business Tax Return
  • Personal Tax Return for Business Owner(s)
  • IRS Notice Response (not including audits)
  • Monthly in person meetings
  • Unlimited email/telephone conferences
  • Assistance with ongoing business operations
  • Client Portal

Payments and Retainers

Tax Return Preparation: a non-refundable deposit equal to 50% of the fee estimate is due when we begin preparation of your tax return(s). The remaining 50% is due upon completion of the tax return(s) and prior to filing. 

**IRS and State - related Services: a non-refundable deposit of $450 - $5,000 is due when we are engaged. It covers initial services such as information-gathering and analysis, research, conference calls, documentation review, strategy formulation and providing guidance; prior to meeting with the IRS, state or local jurisdictions.. If additional follow-up, meetings, etc., are needed to close the matter beyond the first meeting with the IRS, state or local jurisdictions, an additional fee(s) will apply, which will be discussed at the initial consultation.

Let's Talk! For a deeper conversation of our services, or to become a client, call Kenneth Hoffman at (954) 591-8290 Monday - Friday for a no cost consultation, or drop me a note.

Kenneth Hoffman of K.R. Hoffman & Co., LLC is a highly sought after tax and business counselor. As a trusted senior advisor and counselor working closely with Entrepreneurs, Professionals and Select Individuals, Mr. Hoffman provides counsel to his clients who are navigating through the complexity of today's business, tax, and accounting challenges.

Click here to schedule an appointment with Kenneth Hoffman.




K.R. Hoffman & Co., LLC
8201 Peters Road
Suite 1000
Plantation, FL 33324
p: 954.591.8290
f: 954.212.9229
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