Two Ways to Work Together
Transparent Pricing, Before Work Begins
Choose an ongoing retainer for year-round advisory and planning, or a flat-fee engagement for a specific filing. Every engagement starts with a free consultation.
Recommended
Monthly Retainer Packages
For clients who want a year-round tax advisor — not just a once-a-year filing. Each tier includes proactive planning, direct access to Tajma, and clear scope boundaries.
Essential
Sole proprietors and individuals with straightforward returns
$250/mo
$2,850/yr with annual prepay (5% off)
- Annual tax preparation and filing
- 1 planning call per year
- Email support (48-hr response, M-F)
- IRS notice review on filed-year returns
- Proactive planning for the following year
Most Popular
Growth
Growing businesses ($250K-$1M revenue) needing quarterly guidance
$500/mo
$5,700/yr with annual prepay (5% off)
- Tax preparation + entity optimization
- Quarterly planning calls (2/month)
- Bookkeeping review
- Email support (24-hr response, M-F)
- 5 included hours per month
- Estimated tax planning
Advisory / CFO
Established businesses ($1M+ revenue) needing strategic tax leadership
$2,000 – $5,000/mo
Custom annual engagement — quoted at consultation
- Monthly CFO call + tax strategy
- Financial reporting review
- Same-day async support (M-F)
- Up to 4 calls per month
- 10 included hours per month
- Multi-entity and multi-state coordination
All retainers include a firm scope agreement at onboarding. Out-of-scope work is quoted separately and approved in writing before it begins. No billing surprises, ever.
Project-Based Engagements
Need a specific filing handled without an ongoing retainer? Every service below is quoted as a firm, flat fee during your free consultation.
Core Service
Individual Tax Preparation
| Service | Fee |
|---|---|
| Standard Individual ReturnW-2, 1099, standard deduction, single federal return | from $400 |
| Itemized / Multi-Income ReturnItemized deductions, investment income, multiple 1099s, K-1 income | from $600 |
| Complex Individual ReturnRental properties, stock options, capital gains, multi-state filing | from $900 |
| Additional State ReturnEach state return beyond the primary | $150/state |
| Amended or Prior-Year ReturnForm 1040-X or original late filing, per year | from $500 |
Core Service
Small Business Tax
| Service | Fee |
|---|---|
| Schedule C — Sole Proprietor / Single-Member LLCAttached to personal 1040; includes self-employment tax | from $500 |
| Form 1120-S — S-CorporationIncludes K-1s, reasonable compensation analysis, basis tracking | from $1,500 |
| Form 1065 — Partnership / Multi-Member LLCIncludes K-1s for all partners | from $1,500 |
| Form 1120 — C-CorporationFederal corporate return | from $1,800 |
| Additional State Business ReturnEach state filing beyond the primary | $250/state |
Flagship Service
International Tax
Most preparers avoid this area. Tajma specialized in it for over a decade at Plante Moran and Grant Thornton.
| Expat & Cross-Border Returns | Fee |
|---|---|
| Expat Return with FEIE (Form 2555)Foreign earned income exclusion; physical presence or bona fide residence test | from $700 |
| Expat Return with Foreign Tax Credit (Form 1116)Credit computation, sourcing, and carryover analysis | from $700 |
| Dual-Status ReturnArrival or departure year (1040/1040-NR); includes dual-status statement | from $800 |
| Nonresident Return (Form 1040-NR)NRA filing with treaty positions | from $500 |
| Treaty-Based Position Disclosure (Form 8833)Required disclosure for treaty-claimed return positions | $200 |
| Foreign Account & Asset Reporting | Fee |
|---|---|
| FBAR (FinCEN Form 114)Up to 5 accounts; +$25 per additional 5 accounts | $150 |
| FATCA (Form 8938)Statement of specified foreign financial assets | $200 |
| FBAR + FATCA CombinedBundled rate; up to 5 accounts | $300 |
| International Information Returns | Fee |
|---|---|
| Form 5471 — Foreign CorporationCategory 3/4/5 filers; all required schedules, GILTI analysis | $1,500 – $2,500 |
| Form 5472 / Pro Forma 1120Foreign-owned U.S. disregarded entity reporting | from $500 |
| Form 8858 — Foreign Disregarded EntityFDE reporting for U.S. owners | from $800 |
| Form 8865 — Foreign PartnershipAll categories; complexity-dependent | $1,500 – $2,500 |
| Form 3520 — Foreign Gift or InheritancePart IV reporting; trust situations quoted separately | from $750 |
| Form 8621 — PFIC ReportingPer passive foreign investment company | $250/fund |
| GILTI (Form 8992 + Section 962)Global intangible low-taxed income computation and election | $500 – $1,500 |
| Form 1042 / 1042-S — WithholdingWithholding agent reporting and W-8 documentation review | from $800 |
Behind on Foreign Account Reporting?
If you've missed FBAR, FATCA, or international information returns, there are IRS programs to restore compliance — often with reduced or zero penalties. Tajma handles the full process, including the non-willfulness certification.
Streamlined Domestic (SDOP)
from $3,500
3 years of returns + 6 years FBARs + 5% penalty computation
Streamlined Foreign (SFOP)
from $3,000
3 years of returns + 6 years FBARs + zero penalty for qualifying filers
Delinquent FBAR Procedures
from $500/year
Late FBARs filed with reasonable cause statement
Delinquent Information Returns
from $750
Late Forms 5471, 5472, 3520, 8865 with reasonable cause