Tax Services

Year-round tax partnership
for serious business owners.

Every package includes your filing and a year-round service relationship. All packages above Standard Business Filing require quarterly reporting as a condition of service. Penalty abatement is included in all packages where applicable.

Individual Returns

Individual Tax Packages

For individuals filing a personal 1040 — W-2 income, self-employed, or investment income. No business entity required.

Hardship
Hardship & Recovery
W-2 income only. Documented disability hardship — self or dependent. Annual income up to $100K. Case by case.
$500 flat
Paid in full before services begin — no exceptions.
Additional returns: +$100 each.
Maximum 3 returns total.
Flexibility requests: email poweredbyapex@gmail.com.
  • Up to 3 personal returns (current + back years)
  • Penalty abatement filing included
  • W-2 income only — qualification required
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Sole Proprietor
Sole Proprietor — Under $100K
Self-employed, no business entity, Schedule C attached to personal 1040. Gross revenue under $100K annually.
$1,000 flat
50% deposit at signing.
50% due before filing.
Quarterly reporting optional — discuss at post-filing briefing.
  • Personal 1040 + Schedule C
  • All applicable business deductions
  • Self-employment tax calculation
  • Penalty abatement if applicable
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Sole Proprietor
Sole Proprietor — $100K & Above
Self-employed, no business entity, Schedule C. Gross revenue $100K or more. Includes S-Corp analysis at no extra charge.
$1,200 flat
50% deposit at signing.
50% due before filing.
Quarterly reporting optional — discuss at post-filing briefing.
  • Personal 1040 + Schedule C
  • All applicable deductions optimized
  • S-Corp election analysis provided
  • Penalty abatement if applicable
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Individual
Mid-Level Individual
W-2 income plus investment income, rental property, or capital gains. Annual income $100K–$250K. No business entity.
$1,500 flat
50% deposit at signing.
50% due before filing.
Quarterly reporting mandatory.
  • Personal 1040 + all applicable schedules
  • Capital gains, Schedule E, investment income
  • Multi-state filing if applicable
  • Penalty abatement if applicable
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Individual
High-End Individual
Complex personal tax. Equity compensation, K-1s, real estate portfolio, or significant investment activity. $250K–$500K annually.
$1,800 flat
50% deposit at signing.
50% due before filing.
Quarterly reporting mandatory.
  • Personal 1040 + all schedules
  • RSU, stock option, K-1 coordination
  • Real estate portfolio coverage
  • Multi-state filing included
  • Penalty abatement if applicable
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Foreign Income
Foreign Income & Investment
For individuals with money, income, or investments outside the US — not tied to an active business entity.
$3,000 deposit
50% deposit at signing.
50% due before filing.
Quarterly reporting mandatory.
  • Personal 1040 + all foreign reporting
  • FBAR, FATCA, PFIC as applicable
  • Foreign-earned income exclusion
  • Penalty abatement if applicable
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Business Returns

Business Tax Packages

Requires a structured entity (LLC, S-Corp, C-Corp, or Partnership) with an active EIN and minimum $100K annual revenue. Quarterly reporting is mandatory for all business packages.

Business
Standard Business Filing
Single entity, US-based operations, clean organized books, one primary income stream.
$2,000 flat
50% deposit at signing.
50% due before filing.
Quarterly reporting mandatory.
  • One annual business return (1120-S, 1065, or 1120)
  • Compliance review before filing
  • Penalty abatement if applicable
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Business
Business Tax Core
Single entity with multiple income streams. More complexity, full year-round coverage.
$2,500 flat
50% deposit at signing.
50% due before filing.
Quarterly reporting mandatory.
  • Business return — all income streams
  • Penalty abatement if applicable
  • Year-round access included
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Business + Individual
Business Tax Core Plus Individual
For clients who have both a business entity and a personal 1040 to file. Business return plus personal return in one engagement.
$3,250 flat
50% deposit at signing.
50% due before filing.
Quarterly reporting mandatory.
Includes: Business Tax Core ($2,500) + Personal 1040 ($750).
  • Business return (1120-S, 1065, or 1120)
  • Personal 1040 — all applicable schedules
  • Both returns coordinated and filed together
  • Penalty abatement if applicable
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International
International Business
Single entity with foreign financial interests — foreign accounts, ownership, or foreign-held assets.
$3,500 deposit
50% deposit at signing.
50% due before filing.
Quarterly reporting mandatory.
  • Business return + all foreign reporting
  • Up to 1 foreign entity + 3 accounts
  • FBAR, 5471/5472 as applicable
  • Penalty abatement if applicable
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Complex
Complex / Multi-Entity
Two or more entities, layered foreign reporting, or any operation generating $1M or more in annual revenue.
$5,500+ custom
50% deposit at signing.
50% due before filing.
Quarterly reporting mandatory.
Scoped after document review.
  • All entities coordinated and filed
  • All foreign reporting requirements
  • Entity structuring guidance
  • Penalty abatement if applicable
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Back Year Returns

Filing Prior Year Returns

Behind on your filings? Apex handles prior year returns as part of your current year engagement. Maximum 3 returns at one time. We do not go back more than 3 years in a single engagement.

1st Back Year (with current year filing)
Prior year return filed alongside your current year return.
50% of package priceAdded to your total
2nd Back Year
Each second prior year return.
+$300 flatAdded to your total
3rd Back Year
Maximum — we do not go further than 3 years in one engagement.
+$200 flatAdded to your total

Hardship Back Year Pricing

Hardship & Recovery back year returns are priced at +$100 per additional return, up to 3 total. The discount structure above does not apply to hardship cases.

Example — Business Tax Core ($2,500) with 2 Back Years

  • Current year: $2,500
  • 1st back year: +$1,250 (50% of $2,500)
  • 2nd back year: +$300
  • Total: $4,050
Tax Cleanup & Recovery

Behind on Business Taxes?

Business entities only. Only available to clients who are also doing their ongoing taxes with Apex. Not a standalone service.

Light
Light Cleanup
1–2 years of unfiled business returns. Back returns filed, penalty abatement pursued, IRS notices addressed.
$3,500 flat
50% deposit at signing. 50% due before filing.
  • 1–2 back business returns
  • Penalty abatement filing
  • IRS notice response
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Moderate
Moderate Cleanup
3–4 years of unfiled business returns. Deeper IRS exposure, full remediation included.
$6,000 flat
50% deposit at signing. 50% due before filing.
  • 3–4 back business returns
  • Penalty abatement filing
  • IRS correspondence handling
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Heavy
Heavy Cleanup
5+ years of unfiled business returns. Base covers exactly 5 years. Custom scoped after document review.
$8,500+ base
50% deposit at signing. 50% due before filing.
Each year beyond 5: +$1,000 per year.
  • 5 back business returns (base)
  • Penalty abatement filing
  • Full IRS representation included
Start Your Intake →
Tax Add-Ons

Additional Services

Add-on pricing applies to active Apex tax clients. Standalone pricing applies to all others.

Compliance Review
Written findings report. Any client.
$500 flatRecurring or standalone
Amendment — Conditional
Billed only when confirmed necessary after review.
$800 recurring / $1,200 standalonePer return
Family Employment Compliance
Job description, wage structure, payroll compliance, audit-proof package.
$750 recurring / $1,000 standalonePer child
Additional Foreign Account (FBAR)
Per account over package limit.
$50Per account
PFIC Holding (Form 8621)
Per holding.
$350Per holding
Additional Foreign Entity (5471/5472)
Per entity over package limit.
$1,000Per entity
Foreign Trust (3520/3520-A)
High IRS penalty exposure — handled carefully.
$2,000Per filing
Quarterly Reporting Late Fee
Documents due within 5 days of quarter end. Late after 30 days.
$100Per occurrence
Policies

How This Works

Payment

All packages except Hardship require a 50% deposit at signing. The remaining 50% is due before your return is filed. We do not file until payment is received.

Quarterly Reporting

All packages above Standard Business Filing require quarterly document submission. Documents due within 5 days of each quarter end. Late fee: $100 per occurrence after 30 days.

Year-Round Service

Apex is not a seasonal service. Recurring clients are served year-round. One-time clients return at full standard pricing. No continuity discounts for returning one-time clients.

Penalty Abatement

Included in all packages where applicable. No separate charge. This is part of the service you paid for.

Configure Pay Links

Enter your Stripe payment links for each package. Once saved, live Pay Deposit buttons will appear on the page.