Who We Help + Pricing
👩💼 Emily – Young Professional on the Rise
Advisor Plan – From $395/month
Emily is a 32-year-old marketing manager focused on building her financial foundation. She has a growing 401(k), steady W-2 income, and wants help optimizing her budget and savings. We handle her annual tax filing and guide her through early retirement planning and investing decisions so she can build wealth with confidence.
✅ 1040 tax prep
✅ Basic financial plan
✅ Retirement savings strategy
👩💼👨💼 Ashley & Ryan – High Earners Building Wealth
Visionary Plan – From $895/month
Ashley is an HR executive with stock compensation and Ryan is a regional sales director with variable income and a company pension. They own a second home in Flagler Beach and a rental property. They’re focused on tax efficiency, optimizing investment growth, and giving back through charitable planning. We coordinate their tax and investment strategy so they can grow and protect their wealth while managing complex income streams.
✅ 1040 + rental tax returns
✅ Semi-annual tax planning
✅ Charitable giving and stock option planning
✅ Investment management on $1M+
👩💻👨⚕️James & Nicole – Dual-Income Entrepreneurs
Visionary Plan – ~$1,150/month
James is a 1099 physician and Nicole runs an S-Corp e-commerce business. With two kids, $600k in investments, and busy careers, they needed a proactive partner. We manage their taxes, optimize cash flow, handle their investments, and help them plan for retirement and college, through one trusted relationship.
✅ 1040 + business tax returns
✅ Quarterly tax planning
✅ Comprehensive financial plan
✅ Investment management on $600k
👨👩👦👦 The Martins – Legacy Builders
Legacy Plan – From $2,250/month
The Martins are business owners in their 50s with over $2M in assets, rental properties, and a thriving S-Corp. They work with AVL Advisory to integrate advanced tax strategies, succession planning, and investment management, all while proactively coordinating with their estate attorney and insurance team.
✅ 1040 + business tax return + rental tax filings
✅ Advanced tax & charitable planning
✅ Full financial and business succession plan
✅ Investment management on $2M+
SIMPLE, TRANSPARENT À LA CARTE PRICING
Stand-Alone Services
If you are not ready for one of our three-tier subscriptions, then we offer stand-alone services with flat transparent fees.
Individuals & Families
Tax Preparation (1040)
1040, W-2 income: from $475
Itemized return (Schedule A): + $125
Small business/side gig (Schedule C): + $250 each activity
Rentals (Schedule E): + $200 first property, + $100 each additional
Equity comp (RSU/ISO/NSO wash-sale review): + $200
Additional state returns: + $125 per state
Tax Planning (stand-alone)
Year-End Projection & Planning Session (60–90 min + written action list): $650
Comprehensive Written Tax Plan (deep dive, 2–4 weeks): $1,500 – $4,000
Hourly Advisory (CPA/CFP®): $300/hr (0.5-hr minimum)
Financial Planning (one-time)
One-Time Financial Plan (cash flow, retirement, insurance, estate review): $1,500
Business-Owner One-Time Plan (entity pay, SEP/Solo-401k, tax coordination): $2,500
Second-Opinion Portfolio Review (fees, asset mix, tax efficiency): $600
Business & Estates
Business Tax & Compliance
S-Corp or Partnership Return (stand-alone): from $1,250
Florida LLC Formation + EIN (excl. state fees): $400
S-Corp Election (Form 2553) prep & filing: $300
Reasonable Compensation Analysis (written report): $450
Books, Payroll, Sales Tax
QuickBooks Online Cleanup (scoped project): from $1,500
Month-End Close Setup (chart, rules, reports): $900
Payroll Setup & First Run (Gusto/ADP): $350
Sales-Tax Registration + First Return: $300
1099s & Notices
1099-NEC filing (up to 5 payees): $200, then +$15 each additional
IRS/State Notice Response (no POA): $250 per notice
Representation (with POA): $300/hr, $900 retainer applied to work
ESTATE & TRUST SERVICES — À LA CARTE PRICING
Clear scopes. Flat fees when possible. Coordinated with your attorney and fiduciaries.
Planning & Advisory
Estate Plan Tax Review
Review of will/trusts, titling, beneficiary designations, tax exposures; written findings + 45-min consult: $750
Portability (DSUE) Assessment
Determine if electing portability makes sense; action plan + checklist: $450
Lifetime Gifting Strategy
Annual exclusion, 529 superfunding, split-gift analysis, projections: $1,200
Advanced Trust/Gift Design (with your attorney)
SLAT/IDGT/GRAT modeling, cash-flow & tax projections, funding plan: $1,500 – $3,500
Charitable Legacy Planning
DAF vs. CRT/CGAs, tax modeling, funding sequence: $900 – $2,000
Step-Up in Basis Audit
Real estate/business interests; basis & depreciation reset roadmap: $600 per property/entity
Trust Funding/Titling Support
Asset retitling checklist, beneficiary updates, custodian coordination: $500 – $1,200
Hourly Advisory (CPA/CFP®)
Complex issues, coordination calls, second opinions: $300/hr (0.5-hr min)
Tax Compliance & Filing
Form 706 — Federal Estate Tax Return
Standard (single-state, <20 assets, no closely held biz): from $8,500
Complex (multi-state, >20 assets, biz/FLP/valuation issues): $12,000 – $25,000+
Portability-Only 706 (no tax due)
DSUE election preparation & filing: $2,500 – $4,500
Form 1041 — Fiduciary Income Tax Return (Estate/Trust)
Simple (bank interest only): $650
Standard (brokerage, K-1s): $1,200
Complex (rentals, biz interests, multi-state): $1,800 – $3,500
Form 709 — Gift Tax Return (per donor/year)
Cash/simple gifts: $450
With marketable securities basis allocation: $650
Split-gift/elections (per return): + $200
Basis Consistency Statements (Form 8971 & Schedules A)
Base package (up to 4 beneficiaries): $500 + $75 each additional
Fiduciary Setup & Other Forms
Estate/Trust EIN: $150
Form 56 (Notice of Fiduciary Relationship): $150 (or $100 when bundled)
Form 1310 (Refund to a Decedent’s Representative): $125
Probate Accounting Support (non-attest)
Schedules & reconciliations for counsel/court: from $1,500
Add-Ons / Adjusters
Additional states: + $300/state
Asset inventory & basis reconstruction: from $1,200
Brokerage cost-basis reconciliation: $500/account
Appraisal coordination/admin (excludes appraiser fee): $300
Rush (<21 days to filing): +20%
Ready to take the next step?
Let’s explore how AVL Advisory can help you build your financial future.