Our Services

We provide tax services tailored to your level of need. From compliance-focused tax preparation and consultations, to proactive advisory services for those who want to keep more of what they earn, to premium advisory for clients looking to maximize opportunity and partner with a trusted tax advisor — our approach is strategic, intentional, and built around long-term value.

Tax Consultation

Tax conversations, high level document analysis, and a high level opinion to steer you in the right direction.

Tax returns prepared efficiently, reviewed in detail, and supported by an analysis-based approach to ensure nothing is left on the table.

Partner with an advisor for a tailored tax strategy, year round tax advice, and guidance to proactively reduce or eliminate tax bills

Starting at $49.99 billed per meeting

Tax Preparation

Starting at $149.99 billed per return

Starting at $399.99 billed 3 times a year

Tax Advisory and planning

Starting at $499.99 blled 4 times a year

Starting at $299.99 billed per return

Not sure of the service you need? schedule a free assessment below

• Full review of current-year tax return and tax status analysis

• Advanced tax planning and execution meeting with on-going support.

• Four 30-minute one-on-one advisory sessions during the tax year to asses plan progress

• Full year end tax return preparation all schedules and forms

• Value assured through money back guarantee*

Standard Tax Return:

• Full review of prior and current-year tax return and tax status analysis

• Audit risk assessment

• Advanced tax planning and on going implementation support

• Quarterly accounting fillings and review

• Five 75-minute one-on-one advisory sessions

• Full year-end tax return preparation all schedules and forms

• Unlimited email and text communication for questions, tax opinion letters, and scenario-based “what if” analysis

• Value assured through money back guarantee*

Standard Advisory:

Standard Consultation:

Premium Advisory:

All of our assessments are for 15-20 minutes and are informational only. Sessions are for determining if a working relationship makes sense. The session is limited to a general discussion of services, scope, and engagement options.

• High level review of your current tax return

• Tax situation optimization blueprint highlighting potential opportunities

• One-on-one consultation with an IRS-licensed Enrolled Agent for an opinion on a specific tax matter and recommendation

• Written Opinion on a specific tax matter

• Full review of tax return and Identification of a single tax opportunity for the current year

• One 30-minute one-on-one consulting session during the tax year

• Tax return preparation of up to:

  Three W2's

  One 1099-INT or Div

  Standard deduction

  Three dependents

  The EITC and CTC

• One state return and the state forms related to the federal forms listed above are included

• Additional schedules and forms will incur more fees. Items will incur additional fees on a per item basis. See below for itemized fee details.

Business Tax Returns:

• Simple $799– $1,800 Single shareholder, one state, clean records.

• Moderate $1,799– $2,500 Multiple shareholders, depreciation, and compensation analysis.

• Complex $2,499– $6,000+Multi-state operations, complex basis issues, and high revenue.

S-Corp Returns:

• Simple $299 – $600 Basic Schedule C with standard business deductions and clean records.

• Moderate $599– $1,000 Home office deductions, vehicle expenses, and multiple 1099 income sources.

• Complex $999– $1,500+Inventory (COGS), employees/contractors, multi-state income, or disorganized records.

Partnership Returns:

LLC, 1099, Returns:

• Simple $999 – $2,000 2 partners, single state, and clean, "tax-ready" records

• Moderate $1,999 – $3,500 3-10 partners, guaranteed payments to partners, and basic depreciation

• Complex $3,499– $5,000 +10+ partners, special allocations, multi-state filings, or 754 elections, complex basis issues

Our Fee schedule

Simple 1040 Return - $74.99

- Up to 2 W-2's only, (No Dependents)

- Not inclusive of consultation, advice, or strategy

- Standard Deduction only

Standard 1040 Return- $149.99

- Up to three W-2's

- Tax credits (EIC, CTC, ODC)

- W-2 + one other form (1099-INT, 1099-DIV, 1099-R 1095-A/C)

- Schedule 1 adjustments (student loan Interest, educator expense, HSA deductions)

- Up to three dependents

- high-level discussions for filling, strategy, and basic opinions no written opinions or deep analysis

Advanced 1040 Return $199.99

- Multiple 1099's up to 10 (INT, DIV, R, G) on schedule B (Interest/Dividends) or Schedule 1

- Itemized deduction on Schedule A

- Schedule D (Capital Gains) from 1099-B or sale of assets

Reporting add-ons to Standard 1040 or Advanced 1040

- Including a 1099 NEC (self-employed, contractor, investments, etc.) + $99 per 1099-NEC

- Basic Schedule C (Self-Employed < 10,000 in expenses no home office) + $99 per schedule C

- Schedule E (Rental Income) +$ 99 per Schedule E

- K1 flow through from other entities +$25

- 1099-C +$75 per insolvency schedule form 982

Taxpayer Scenarios Est. Annual Savings Working with a Tax Advisor on Tax Strategies in 2026

W-2 Salary ($75k) No dependents, single

Tax Savings of $500-$2,500+ Maximizing "No Tax on Overtime/Tips," car loan interest deductions, and HSA/IRA contribution strategies.

Schedule C Business Owner with ($60k) Net profit, single

Tax savings of $3,000 – $8,000+ S-Corp election analysis, 20% QBI deduction, and 100% bonus depreciation for equipment strategies.

A Family of four ($125K) a rental property, two dependents, married filing joint

Tax savings of $4,000 – $12,000+ Advanced depreciation schedules, SALT cap management ($40k), and Child Tax Credit optimization strategies.

Tax Preparation

Starting at

$149.99

Tax Consultations

Starting at

$49.99

$399.99

Starting at

Tax Advisory

*VALUE ASSURANCE POLICY

Capital Bridge LLC – Value Assurance Commitment

Capital Bridge LLC is committed to delivering measurable value through professional tax planning and advisory services.

Subject to the terms below, if a client reasonably determines that the documented tax savings and measurable financial value attributable directly to services provided under a signed engagement do not equal at least two (2) times the professional fees paid for that specific engagement, the client may request one of the following remedies:

1. Continued professional services at no additional professional fee until the documented value equals or exceeds two (2) times the fees paid; or

2. A refund of professional fees paid for the specific service engagement.

Important Conditions & Limitations

This Value Assurance Policy applies only if all of the following conditions are satisfied:

• The services were provided pursuant to a signed written engagement agreement.

• The client provided complete, accurate, and timely information.

• The claimed tax savings are based on legally supportable positions under applicable law.

• The savings are directly attributable to planning strategies implemented through Capital Bridge LLC.

• The client complies with all implementation recommendations.

• The request is made within 60 days of final service delivery.

• The client has not materially breached the engagement agreement.

No Guarantee of Tax Outcome

This policy does not:

• Guarantee a specific tax outcome.

• Guarantee a specific refund amount.

• Guarantee that the IRS or any taxing authority will accept a position.

• Create a contingent fee arrangement.

Professional fees are earned for services rendered, independent of tax authority determinations.

Circular 230 Compliance Statement

This Value Assurance Policy:

• Does not constitute written tax advice under Treasury Circular 230.

• Does not alter professional standards of practice.

• Does not permit positions lacking substantial authority.

• Does not encourage aggressive or unsupported reporting positions.

All tax positions must comply with applicable statutes, regulations, case law, and Treasury standards.

Federal Contract Law Clarification

This Value Assurance Policy constitutes a conditional contractual accommodation and not a warranty of tax results.

Capital Bridge LLC reserves the right to independently verify claimed value calculations prior to issuing any refund or extending services.

Remedies under this policy are limited to professional fees actually paid for the specific engagement at issue.

Consequential, incidental, indirect, or punitive damages are expressly excluded.