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Pricing-Plans

At WFTFS, LLC., we offer our services for fees that are fair and designed to maximize the value that you receive.

Pricing Plan

Our Price Plan For You

We are dedicated to providing a transparent and straightforward fee structure.

Our pricing offers a general estimate for common personal and business tax preparation, planning and representation services. However, every situation is unique, and due to the many factors involved, we are unable to provide exact quotes in advance.

We proudly serve individuals and businesses across all 50 states, with a strong client base in PA, NJ, DE, NY, CA, and FL. We also specialize in assisting expats with their U.S. tax filings, ensuring compliance no matter where they reside.

If you have any questions or need guidance, our team is here to help!

SIMPLE

STARTS $295

For individuals with W2 income only, NO dependents, NO other forms and NOT itemizing deductions

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SIMPLE+

STARTS $350

Individuals and/or Spouse with income from W2 wage only OR has W2 wages with additional income such as retirement, interest and/or dividends income. Please add $5 fee for each income statements you have. NOT itemizing deductions

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SIMPLE+
W/ DEPENDENTS AND/OR COLLEGE EXPENSES

LOW: STARTS $425
MODERATE: $475-$575
HIGH: $575+

Individuals with no dependents that has college expenses and/or have dependents with college expenses. Additional fee for other types of income (wages, retirements, interest, and/or dividends) with multiple dependents with college expenses and/or itemizing deductions.

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ITEMIZED DEDUCTIONS

LOW: STARTS 475
MODERATE: $475-$650
HIGH: $650+

Individuals and/or Households with income sources from wages, pension, social security, interest and/or dividends. Plus itemizing deductions.

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ADDITIONAL INCOME

LOW: STARTS $575
MODERATE: $625-$925
HIGH: $925+

Individuals and/or Households with stock sales and have a significant portfolio, multiple accounts, claiming dependents and/or income is over $200,000. If you have other forms of income to report, large numbers of stock sales, foreign income reporting or other complex items it will be in the higher range.

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RENTAL PROPERTY

LOW: STARTS $675
MODERATE: $725-$975
HIGH: $975+

Individuals and/or Households that have a single rental property OR has other forms of income (wages, retirement, interest and/or dividends) with dependents and have multiple rental properties and/or rental properties in other states. If you have self-employment tax or other complex items it will be in the higher range.

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SELF EMPLOYMENT/SCHEDULE C

LOW: STARTS $675
MODERATE: $725-$975
HIGH: $975+

Self Employment business with expenses and/or with itemized deductions, other forms of income (wages, retirements, interest, dividends) with one rental property and/or dependents. If you have self-employment businesses and/or multiple rental properties that are reported it will be in the higher range

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BUSINESS TAX RETURNS & ESTATES

SCHEDULE C

Please see self-employment business income example for an idea of what we charge a schedule C small business tax return.
S-CORP, C-CORP, PARTNERSHIPS, ESTATE
SIMPLE: $750+
MODERATE: $975+
COMPLEX: $1250+

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AMENDED TAX RETURN

$0 – OUR ERROR
$175-$350 – WE PREPARED ORIGINAL RETURN BUT YOU FAILED TO PROVIDE RELEVANT INFORMATION
$350-$1500 – WE DID NOT PREPARE ORIGINAL RETURN THE FEES WILL BE CALCULATED BASED ON THE ABOVE EXAMPLES

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Consulting

Business Consulting, Periodic Business Reviews (PBR)
$250 per Quarter

Interfacing Attorneys, Lenders, Attorneys, Financial Planners
$125 per Hour

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New Entity Formation

Articles of Organization Domestic Owners
$350 + state filing fee

Articles of Organization Foreign Owners
$525 + state filing fee

Employer Identification Number
included

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Onboarding

Payroll Accounts Setup or Transfer
$250
QuickBook Setup and Support (90 Days)
$500
Examine Prior Tax Returns
included

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ITIN APPLICATION

$175/FORM

Individuals that need ITIN but will still be able to keep important documents such as passport within your possession.

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Representation

Before you call one of the large advertisers claiming to solve your problems for pennies on the dollar, take the time to talk to your trusted, local expert.
We are here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and, of course, extremely discrete.

Resolve your tax problem with the peace of mind that you are in good hands. Please call our office at (610) 989-2926 to set up a consultation.
We can help you with the following:

  • Wage Garnishment
  • Bank Levy
  • Threatening Letters
  • IRS Audit Notification
  • Non-Filing
  • Back Taxes
  • Liens
  • Offers-in-Compromise
  • IRS Seizures
  • Innocent Spouse

The following are fees for IRS representation and resolution services. It is simply a starting point. If you need more from us, let’s chat about it!

Release of Levy

starts at $875

Tax liens and levies can be debilitating. If you’ve received a notice from the IRS or a state revenue agency threatening you with lien filings, bank levies, or wage garnishment,  we can quickly work with the revenue agency in question to minimize the risk of collection action being taken against you in the future.

If you’re already under a levy or wage garnishment we can work directly with the IRS to attempt to have the liens or levies removed, while negotiating a collection alternative that will afford you protection against such actions being taken again in the future.

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Innocent Spouse Representation

starts at $1,750

Pursuant to Internal Revenue Code Section 6013(d)(3), married taxpayers who file a joint tax return are jointly and severally liable for the taxes stemming from the joint return, meaning each spouse is individually responsible for paying the entire amount due. Due to this provision, a spouse could be held liable for taxes and penalties that relate to items on a joint tax return that he or she had no knowledge about. Pursuant to IRC Section 6015, however, an innocent spouse may have three options for relief. If the tax liability is relieved under Section 6015, the related penalties and interest are also relieved.

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Appeals Representation

Starts at $275

Taxpayers can resolve disputes with the IRS without going to Tax Court through the IRS independent Office of Appeals, which offers an impartial forum wherein the Appeals Officer is precluded from siding with the auditor or collection agent in any dispute. We can help you navigate through this process to make sure you get the representation needed to resolve the issues with the IRS.

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Payment Plans - RO

starts at $500

Depending on your specific tax issues or the amount of taxes that you owe, the IRS may assign your file to a Revenue Officer. If your file is assigned to a Revenue Officer, you will work with this person directly to resolve your taxes and establish an installment agreement. A Revenue Officer will require you to send them your financial information along with all of your supporting information. They may also require you to liquidate some of your assets to apply towards your tax debt before they will establish your installment agreement. A Revenue Officer has the ability to issue levies and seize your assets. They may also require you to set-up an installment agreement as a direct debit or place an ongoing levy on your wages if you have defaulted payment plans in the past. If a Revenue Officer is assigned to your file, you should seek representation immediately.

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Audit representation

Starts at $275

The IRS conducts over ten thousand audits a year. The audit process involves a review of the individual and/or business tax return(s) and supporting documents to confirm that information has been reported correctly and that the tax due is correct.

There are different kinds of audits. Some are in person (office and field audits) while others are done via mail (correspondence audits). If subject to a correspondence audit, the taxpayer will receive a letter in the mail asking for more information about certain items on the tax return such as income, expenses and itemized deductions.

We can help you get all documents needed and communicate with the IRS to make sure there is no overreach.

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Trust Fund Recovery Representation

starts at $3,750

Trust Fund Recovery Penalty also known as TFRP, basically means you can be held personally liable for a penalty for not properly managing the employment taxes of a business. This is known as the “trust fund recovery penalty” (TFRP).

The TFRP is not a penalty in the traditional sense of being an amount added to a deficiency in tax due by an individual, corporation, or another taxpayer. Rather, the TFRP is a collection device that permits the IRS to impose liability on a “responsible person” who “willfully” failed to remit the employment taxes that were held in trust for the government.

TFRP cases rely heavily upon the fact pattern, and your success in defeating the penalty depends on the presentation of the evidence and knowledge of the IRS’s TFRP procedures.

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Penalty Abatement

starts at $275

While the IRS will not abate interest on unpaid taxes, there are circumstances under which penalties can be abated.  These include: i) First Time Penalty Abatement and ii) Reasonable Cause Penalty Abatement.

 

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Phone Consultation (Representation)

starts at $350

2 Hours of remote (virtual) representation with the IRS

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Payment Plan ACS

starts at $500

If you are having trouble paying your taxes, it often helps to take a proactive approach and agree on a payment plan with the IRS. As we all know, tax problems do not resolve themselves and will not get better with time. The IRS recently expanded its payment plans to help taxpayers who owe taxes. In this article, we describe the new relief options available to help you address your tax troubles.

 

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Preparation of CIS 433A

starts at $975

The Collection Information Statement is the most critical piece of information submitted by a taxpayer to the IRS when negotiating a Collection Alternative.  It provides the basis from which the IRS will work to determine how much they believe you can afford to repay, and over what time frame.  Properly preparing the Collection Information Statement to reflect your finances in a way that optimizes your chance for a successful outcome, as well as being ready to defend the figures listed on the Collection Information Statement with detailed and organized supporting documents are two key components to successfully resolving your tax situation with the IRS.  Hiring an experienced tax professional who can complete the Collection Information Statement, anticipate potential items of disagreement with the IRS, and predict likely outcomes before initiating contact with the IRS can give you the upper hand in negotiating with the IRS.  At WFTFS, LLC, we have the experience and know-how to prepare the requisite CIS form on your behalf, advise you on likely outcomes based on the results of the financial analysis, and successfully argue on your behalf for the best resolution possible given your individual financial situation.

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Preparation of CIS 433B

starts at $975

The Collection Information Statement is the most critical piece of information submitted by a taxpayer to the IRS when negotiating a Collection Alternative.  It provides the basis from which the IRS will work to determine how much they believe you can afford to repay, and over what time frame.  Properly preparing the Collection Information Statement to reflect your finances in a way that optimizes your chance for a successful outcome, as well as being ready to defend the figures listed on the Collection Information Statement with detailed and organized supporting documents are two key components to successfully resolving your tax situation with the IRS.  Hiring an experienced tax professional who can complete the Collection Information Statement, anticipate potential items of disagreement with the IRS, and predict likely outcomes before initiating contact with the IRS can give you the upper hand in negotiating with the IRS.  At WFTFS, LLC, we have the experience and know-how to prepare the requisite CIS form on your behalf, advise you on likely outcomes based on the results of the financial analysis, and successfully argue on your behalf for the best resolution possible given your individual financial situation.

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Offer in Compromise

starts at $5,000

An Offer in Compromise allows a taxpayer to settle their past-due back tax liabilities for less than the full amount owed. It is a great option for taxpayers suffering from financial hardship. The factors considered by the IRS include the following:

  • The taxpayer’s ability to pay;
  • The taxpayer’s income;
  • The taxpayer’s expenses; and
  • The taxpayer’s asset equity.

Generally, the IRS will approve an Offer in Compromise when the amount offered represents the most the government can expect to collect within a reasonable period of time (usually 5 years). The Offer in Compromise program is not for everyone and is greatly over-promoted by non-attorney tax firms. If a taxpayer seeks an Offer in Compromise, they should be sure to check that attorney’s qualifications.

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