Consulting session: verbal no report  $300

Review and explanation of pension benefit, pension options, VSF, taxation, rollover choices, NYC Deferred Compensation Plan, TDA, and Union Annuity Plan.

Tax Preparation:  minimum fee $225

Minimum fee includes the preparation of form 1040 and (1) one state tax return.
Note:  Fee range for most clients is $225 to $275.

Tax Planning:  fee of $300 for non-tax preparation clients ($200 fee for tax preparation clients)