CONSULTATION
Get to know us during a free NO OBLIGATION! 60 Minute Consultation.
Although you must place a card on file to book the appointment, there will be no charge for this appointment.
Free ・ 1 hr
TAX PREPARATION
1 Hour Initial Onboarding Consultation
Professional Preparation and Review of Forms 1040
All State and Local Tax Forms
Review of 3rd Party Prepared Forms 8949, Schedule D
Unlimited Exchanges, Wallets, DeFi or NFTs
Unlimited Error Reconciliation, Revisions
Annual Tax Loss Harvesting Review
Basis Analysis
Staking, Lending, Derivatives, Margin
Not including any unrelated Schedules
Price varies ・ 1 hr
1 Hour Initial Onboarding Consultation
Preparation of Forms 1040, 8949 and Schedule D
All State and Local Tax Forms
Up to 1,000 Transactions
Exchange API, CSV Importation and Wallet Auto-Sync
Free Portfolio Tracking and Professional Review
Unlimited Exchanges, Wallets, DeFi or NFTs
Unlimited Error Reconciliation, Revisions
Ordinary Income and Capital Gains Reports
Audit Trail for Specific Identification of Tax Lots
Annual Tax Loss Harvesting Review
Basis Analysis
Staking, Lending, Derivatives, Margin
Not including any unrelated Schedules
Price varies ・ 1 hr
DISCUSSION WITH TAX PREPARER
Free ・ 1 hr
FORM 8949 and SCHEDULE D PREPARATION
Professional Preparation and Review of Forms 8949 and Schedule D
Exchange API, CSV Importation and Wallet Auto-Sync
Free Portfolio Tracking and Professional Review
Unlimited Exchanges, Wallets, DeFi or NFTs
Unlimited Error Reconciliation, Revisions
Ordinary Income and Capital Gains Reports
Audit Trail for Specific Identification of Tax Lots
Annual Tax Loss Harvesting Review
Price varies ・ 1 hr
CONSULTATION WITH LINCOLN ALLARD
Schedule a Free One Hour Consultation with Lincoln Allard.
Free ・ 1 hr
Other
Ernest reviews prepared return.
Free ・ 30 min
Preparation of a current year Form 1120S for a US Corporation with elected S Corporation status.
$2,000.00 ・ 30 min
Preparation of current year Form 1040
$1,000.00 ・ 30 min
Price varies ・ 30 min
