Broker Check

Tax Services

"Any one may so arrange his affairs that his taxes shall be as low as possible, he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes."

Judge Learned Hand, Halvering v. Gregory, 69 F. 2d 809, 810-11 (2d Cir. 1934).

Using our credentials as attorneys, financial advisors, and tax preparers, we help you strategically lower your tax liability to keep more of what you make. We understand the intricacies of the tax code and can help you take advantage of the rules.

Our tax services primarily include:

  • Personal Income Tax Preparation (Federal, State, and City)
  • Schedule C Businesses
  • Schedule E Rentals
  • 1041 Trust and Estate Tax Returns
  • 709 Gift Tax Returns

Fees

We at Wealth Health Tax, LLC pride ourselves on providing excellent service at a reasonable cost. We understand that our clients will, from time-to-time, need our assistance with tax matters beyond just filing their personal income taxes, and we are here to help. As such, our pricing reflects the comprehensive nature of the services we provide. Our fees are charged on an individual basis according to your circumstances and needs, so it is difficult to quote pricing without reviewing the client's personal information. However, the following can be used as a general guide for an estimated cost.

  • Personal tax return preparation (includes Federal, State, City, and e-filing): start at $175.00
  • Schedule C: $50-$75 per Schedule C
  • Schedule E: $50-$75 per Schedule E
  • Multiple States: $50-$75 per additional state
  • 1041 Estate and Trust Returns: start at $300.00
  • 709 Gift Tax Returns: start at $300.00

Checklist

Download your complimentary income tax checklist



*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Tax Advice Disclosure: Pursuant to the Internal Revenue Service Circular 230, we advise you that any federal tax advice contained in this communication is not intended or written to be used for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or to promote, market, or recommend to another party any transaction or matter addressed in this communication.