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FRS tax services are aimed to help individuals save time and money.

Individual Tax Services

Individual tax preparation, and planning strategies involve careful consideration. Our services often extend to families, family offices, and their related ventures, from executors and trustees who are managing estates and trusts, privately held companies, to the trusts you fund, and the charitable foundations you start.

Making sound tax and financial decisions that affect your family and your business requires year-round attention to current and changing tax law – not just when a filing deadline is approaching. At FRS, we are engaged in our client relationships all year, ensuring you are getting the guidance and service you need.

  • Individual tax preparation, both federal and state, all filings are completed electronically, with no need to sign in person.

  • Advanced charitable contribution strategy development

  • Estate and gift tax strategies

  • Updating you with timely advice on tax law changes

  • Investments and capital gains tax planning

  • Coordination with other trusted advisors (such as financial planners or attorneys)

  • Generation-skipping transfer tax planning

  • Foreign disclosure compliance assistance

  • Tax deferral strategies and reporting

  • Understanding and planning with Alternative Minimum Tax (AMT)

  • IRS audit representation

Schedule a virtual consultation now to find out more about our comprehensive individual tax preparation planning services and how we can serve your unique needs.

Individual Tax Prep and Planning Services

Tax Preparation Fees

We understand that each individual has a unique tax situation. We offer transparent upfront pricing, which is based on the Forms & Schedules required by the Federal and State taxing authorities for your return . Below are examples of some of the services we offer, and the associated fees.

1040 (non-itemized)

Starting at $220

709 (gift tax)

Starting at $400

Schedule D (gains/losses)

Starting at $150

Individual state income return

Included free with federal return

1040 (itemized)

Starting at $260

Schedule B (int./dividends)

Starting at $50

Schedule E (rental)

Starting at $150

706 (estates)

Starting at $1,200

Schedule C (business)

Starting at $165

Schedule EIC

Starting at $50

Mailing Address

125 Westgate Center Drive #1042

Hadley, Ma 01035

Phone (call or text)

Email

© 2023 by FRS CPA, LLC

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