Fee Schedule: Tax
Tax Planning, Advice, & Preparation
Is your tax person a historian or a tax planner? At Rainier Wealth Planning, we provide proactive income tax planning services for individuals, families, and small businesses throughout Louisiana and across the United States. Our approach goes beyond tax preparation by helping clients identify strategies to reduce tax liability, improve financial efficiency, and plan confidently for the future. Whether you need individual income tax planning, small business tax strategy, estimated tax guidance, retirement tax planning, or year-round support from an IRS Enrolled Agent and CFP®, our team delivers personalized solutions tailored to your goals. Based in Baton Rouge, Louisiana, we proudly serve clients locally and nationwide with professional, responsive, and strategic tax planning services.
Personal Income Tax Planning
This includes income tax modeling to provide forward guidance to help you make more informed decisions. In our experience, the tax savings found through planning ahead usually more than pays for the fee.
$200/hour
Business Tax Planning
This includes tax modeling to provide forward guidance to help you make more informed decisions for your business. We help you strategize to get the most out of your possible business deductions. In our experience, the tax savings found through planning ahead usually more than pays for the fee.
$200/hour
Bookkeeping
This is for small businesses, nonprofit organizations, conservatorships, and other entities that need accurate, organized financial records and dependable ongoing support. We help clients stay financially organized with transaction tracking, reconciliations, financial reporting, and year-round bookkeeping services.
$80/hour
Income Tax Return Preparation
We provide tax return preparation services for individuals, small businesses, nonprofit organizations, estates, and fiduciary entities. We help clients file accurate and timely federal and state tax returns while identifying opportunities to improve tax efficiency and maintain compliance. Preparation fees are set at the greater of $200/hour or our minimum fee for each form(s)/schedule(s) as found below. These fees cover limited assistance and consultation during the year.
Minimum Fees Per Form / Schedule
Individuals:
- Form 1040 (Includes Schedules 1 – 3) - $265
- Schedule A - $65
- Schedule B - $50
- Schedule C - $155
- Schedule D - $80
- Schedule E - $130
- Schedule F - $65
- Form 8829 - $50
- Form 8962 - $50
- Form 8995 - $40
- Form 8995-A - $40
Partnerships:
- Form 1065 (Includes Schedule K-1) - $800
- Form 4562 - $250
S-Corporations
- Form 1120-S (Includes Form 7203 & Schedule K-1) - $875
C-Corporations
- Form 1120 - $850
Non-Profit Organizations
- Form 990-T - $600
- Form 990-EZ - $545
- Form 990 or Form 990-PF - $725
Fee Notes:
- Fees do not include the cost to e-file your return. Rainier Wealth Planning will pay those fees upfront and include them on your invoice.
- Rainier Wealth Planning, LLC and its representatives do not provide legal advice. If legal advice is required, you should seek the counsel of a licensed attorney. Alternatively, Rainier Wealth Planning, LLC may, if requested, provide a consultation with a licensed attorney. Attorney fees for separate, client requested, consultations with a licensed attorney are not included in listed fees. For consultations with a licensed attorney that are provided through any signed agreement, Rainier Wealth Planning, LLC will pay attorney fees in advance, and invoice you for reimbursement.
- Fees generally negotiable.
- Fee schedule is not applicable to clients who have signed a separate financial planning agreement with notarial or tax services included within its scope.