Clear, fixed fees. Quoted before we start.
Every engagement at Restart Financial Services is a fixed fee, confirmed in writing before any work begins. The prices below are where each service starts; the final quote depends on how many forms, states and accounts are involved — never on how long it takes us.
Individual tax returns
Every return includes federal + California e-file, a secure client portal and a review call with your CPA.Simple return
W-2 income, standard deduction, one state
- Form 1040 + California 540
- W-2, interest, dividends, 1095 and student forms
- Dependents and credits checked
- E-filed, with a copy in your portal
Itemized & investments
Homeowners, investors, stock compensation
- Everything in Simple
- Schedule A itemized deductions
- Schedule B & D: brokerage, crypto, RSU/ESPP sales
- K-1s from investments, HSA, backdoor Roth
Rental or self-employed
Landlords, freelancers, 1099 contractors
- Everything in Itemized
- Schedule E rental or Schedule C business
- Depreciation, home office and vehicle
- Quarterly estimate schedule for next year
Business tax returns
Federal + California, K-1s for up to three owners, basis tracking and a year-end review call.S corporation
Form 1120-S + California 100S
- Shareholder K-1s and basis schedules
- Reasonable-compensation check
- Depreciation and fixed-asset schedule
- California franchise tax and estimates
Partnership / LLC
Form 1065 + California 565 / 568
- Partner K-1s, capital accounts and basis
- Guaranteed payments and special allocations
- LLC fee and franchise tax calculated
- Rental real estate partnerships welcome
C corporation
Form 1120 + California 100
- Book-to-tax reconciliation (M-1 / M-2)
- Officer compensation and dividends
- Estimated payments schedule
- Multi-state apportionment available
Owner Package
Your business return and your personal return, prepared together by the same CPA — plus the planning that keeps April from being a surprise.
- Business return (1120-S or 1065)
- Owner’s personal return (1040 + 540)
- Quarterly estimated-tax calculations
- One tax-planning session before year-end
- Unlimited quick questions by email
- IRS and FTB notice review included
Monthly bookkeeping
QuickBooks Online, reconciled every month, with financial statements you can actually run the business on.Essentials
Up to 100 transactions · 2 accounts
- Transactions categorized and reconciled monthly
- Monthly profit & loss and balance sheet
- Year-end package handed straight to your tax return
- 1099s prepared in January
Standard
Up to 300 transactions · 5 accounts
- Everything in Essentials
- Loans, credit cards and merchant accounts
- California sales tax filings
- Quarterly review call with your CPA
Plus
Up to 600 transactions · multiple locations
- Everything in Standard
- Payroll coordination and AP / AR oversight
- Inventory, multi-entity or multi-location books
- Monthly call and a cash-flow dashboard
IRS & FTB problems
Flat fee quoted after a $250 case review — credited in full when you hire us.| Service | What it covers | Fee |
|---|---|---|
| Notice review & responseCP2000, CP14, FTB demand letters | We read it, compare it to your return and respond in writing before the deadline. | From$350 |
| Penalty abatement | First-time or reasonable-cause request to remove failure-to-file and failure-to-pay penalties. | From$750 |
| Installment agreementStreamlined (under $50,000) | Set up an affordable monthly plan and stop collection activity. | From$1,200 |
| Installment agreementFull financial disclosure (Form 433) | Negotiated plan for larger balances, including partial-pay agreements. | From$2,500 |
| Offer in Compromise | Eligibility analysis, Form 656 package and negotiation to settle for less than you owe. IRS filing fee extra. | From$3,500 |
| Audit representation | We deal with the auditor so you don’t have to — correspondence, office or field audits. | From$2,000 |
| Unfiled returns | Transcript pull, each missing year prepared at the return prices above, then the resolution plan that fits. | From$750plus returns |
Collection Due Process hearings, trust-fund penalty cases and Tax Court matters are billed at $275 per hour with a written estimate first.
Planning & advisory
For when the question is bigger than this year’s return.| Service | What it covers | Fee |
|---|---|---|
| Tax strategy session | 90 minutes with your CPA and a written action list: entity, retirement, timing, estimates. Credited if you join the Owner Package. | $450 |
| S corp election & payroll setup | Form 2553, reasonable-salary analysis, payroll and EDD registration, first payroll run. | $750 |
| New business setup | Entity choice, EIN, California registrations, chart of accounts and your first-year tax calendar. | From$950 |
| Everything else | Projections, loan packages, due diligence, special projects. | $250per hour |
Fixed fee in writing
Quoted before we start. No hourly surprises.
Prepared by a CPA
Not handed to a seasonal preparer.
Federal + California
E-filed together, state return included.
Secure portal
Upload, sign and store everything in one place.
Year-round access
Questions answered in days, not next April.
Why do prices say “from”?
Two S corporations can take very different amounts of work. The starting price covers the typical case described on the card; more forms, states, owners or accounts raise the quote. You always see the exact number — in writing — before we begin.
What makes a price go up?
Additional states, extra rental properties or businesses, more than three owners, records that arrive as a shoebox rather than a spreadsheet, and documents delivered after April 1 for an April 15 deadline (a 20% rush fee applies, or we file an extension at no charge).
How do payments work?
Returns and projects: 50% when you approve the quote, the balance before filing. Monthly bookkeeping and the Owner Package are billed monthly by card or ACH, with no long-term contract — 30 days’ notice to stop.
Can you take over from my current accountant?
Yes, and it is easier than it sounds. Send us last year’s return and your QuickBooks invitation; we handle the transition, including requesting prior-year files.
Not sure which one fits?
Tell us a little about your situation and you’ll have a fixed quote — usually the same business day.
Get a fixed quotePrices effective November 2026 and reviewed annually. All fees are confirmed in writing before work begins. IRS and California filing fees, if any, are billed at cost.
