Tax Client Intake Form

Thank you for taking the time to complete this Tax Client Intake Form. The information you provide will help us accurately prepare your personal and business tax returns, ensure compliance with current tax laws, and identify opportunities for tax savings.

This form collects important details about you, your household (if applicable), and your business operations. Please answer each section as completely and accurately as possible. If a question does not apply to you or your business, simply indicate “N/A.”We appreciate your interest and look forward to hearing from you.

black ceramic mug beside white printer paper
black ceramic mug beside white printer paper

Fee Structure (transparency)

Ares prides itself in being transparent and having a simple fee structure. Most business services and tax preparation fees will fit into the fees described below. Sure, there’s always the outlier situation, but the following information gives you an idea of our philosophy. Don’t forget! Basic disorganization of statements may addon an hourly fee for out staff to organize your expenses.

Our fees can decrease too! Yeah, shocking

Individual Tax Return Preparation
Starting at $500

Or $250 for QuickFile

For individual tax returns (Form 1040), our fee starts at $500 with most being $500 to $1,000. However, we also have QuickFile at $250 and a fee range of $250 to $500 for children and students depending on your tax footprint. We may also move a standard tax return to QuickFile if it is very simple and organized.

Addons
$250 to $500 each
Complex / High Activity Business
(Sched C or F)*
Brokerage Accounts
First 2 are included, each after are $50 per
Crypto Activities, Reporting Compliance
Basic reporting is included, advanced is $150 to $300
K-1s, PTPs, Real Estate Syndicates, Private Investment

Many clients ask how K-1s affect their personal tax return preparation fees. The short answer: it depends — because not all K-1s are created equal. Basic K1 forms are included but complex K1 files may result in a fee of $25 to $50 per.

State / Local Tax Returns
$50 to $75 depending the state
Expense Reporting
$75 per hour
Business Tax Return Preparation
Starting at $1,000

For your business tax return preparation, our fee starts at $1,000 (with most being $1,000 to $1,800), however we do have discounted fees for certain situations. This encompasses partnership tax returns (Form 1065) and corporation tax returns (Form 1120 and 1120S).

Addons
$150 to $200 each
Additional Members Beyond 2
$300 to $500 each
State / Local Tax Returns
Employee Reporting
$250 to $500 typical
K-1 Setup (where your partnership receives a K-1)
2 included, $100 per after
Business Advisory

Everything you need to help you launch your new business entity from business entity selection to multiple-entity business structures. Should you select an LLC or a Corporation? Are you considering an S Corp election? What about adding your spouse to the business? What about a holding company?

LLC Formation
$250 Plus State Filing Fees
S Corp Formation
$500