Fees & Engagement Process
Brodie Tax & Accounting provides tax preparation, tax planning, IRS resolution, and advisory services for individuals and small businesses.
Fees are based on the scope, complexity, and condition of the records provided. Before any work begins, you will receive clear engagement terms based on your specific situation.
How Pricing Works
Every tax situation is different. Pricing depends on factors such as business activity, prior year issues, IRS notices, bookkeeping condition, tax forms involved, and whether cleanup or strategic planning is needed.
Some services are billed as flat fees, while others are quoted after review. Ongoing advisory and monthly support services may be offered under a recurring arrangement.
Core Services
Tax Preparation
Individual and business tax return preparation, including self-employment income, K-1s, multi-state activity, and entity returns.
IRS Resolution
Help with IRS notices, penalty issues, amended returns, delinquent filings, and other tax compliance matters.
Tax Planning & Advisory
Strategic tax planning and advisory support designed to reduce liabilities and support better financial decisions.
Bookkeeping & Cleanup
Catch-up bookkeeping, reconciliations, and cleanup services for businesses that need accurate records before tax filing or planning.
What to Expect
After your information is reviewed, you will receive a clear quote, engagement letter, or service proposal before work begins.
If additional cleanup, reconstruction, or expanded support is needed beyond the original scope, that work will be discussed and approved in advance.