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Trust Based Estate Plan $1,425
For Married or Single, includes a Joint Revocable Trust, Certification of Trust, General Transfer, Power(s) of Attorney – Finances, Advance Health Care Directive(s)/Power of Attorney for Health Care, HIPAA Release(s), Pour Over Will(s) and Property Agreement (For Community Property States Only). This is also the price for a restatement of an existing Trust-Based Estate Plan that was not completed by EncorEstate Plans or Helios.
Do you have additional property deeds to transfer? (there could be multiple of these)
Which states are your properties? Choose at least one
Remove selected states
Do you have a business interest to transfer into the trust?
Rush Services for Document Creation
Powers Package $250
Your base package includes one Powers Package. This includes Power of Attorney – Finances, Advance Health Care Directives/Power of Attorney for Health Care, and HIPAA Release for one person. This is commonly used for children going away to college.
Will you need additional powers packages for family members?
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Will Based Estate Plan $850
For Married or Single, includes Will(s), Power(s) of Attorney – Finances, Advance Health Care Directive(s)/Power(s) of Attorney for Health Care, and HIPAA Release(s). For a married plan, these documents are provided for each spouse.
Rush Services For Document Creation
Powers Package $250
Your base package includes one Powers Package. This includes Power of Attorney – Finances, Advance Health Care Directives/Power of Attorney for Health Care, and HIPAA Release for one person. This is commonly used for children going away to college.
Will you need additional powers packages for family members?
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Personal Tax Advisory Services
Base Package $500
The base package includes filing a simple return for clients with straightforward income and minimal deductions.
Included in the Base Package:
- Preparation and filing of Form 1040
- Reporting of W-2 income only
- Application of the standard deduction (no itemized deductions)
- Basic credits such as the Earned Income Tax Credit (EITC) or Child Tax Credit (CTC), if eligible
- Electronic filing and direct deposit setup for refunds
- Phone or email support for questions during the filing process
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Do you need to file a state tax return?
Do you have to file income tax in multiple states?
How many? (multiple states)
Do you have additional income sources?
Self-Employment or Contractor Income (1099-NEC, 1099-K)
Covers income reporting for freelancers, gig workers, or contractors, including a basic review of deductible expenses.
How many 1099's do you expect to receive?
Social Security or Unemployment Income
Adds reporting of Social Security benefits and/or unemployment compensation.
Did you receive any Investment Income and Capital Gains?
Interest and Dividend Income Reporting (1099-INT, 1099-DIV):
Includes filing for clients with income from interest or dividends.Includes reporting for sales of stocks, bonds, or mutual funds with minimal transactions.
Comprehensive Capital Gains Reporting (partnerships) – K-1:
Covers detailed reporting of investment accounts with multiple transactions, including Schedule D preparation.
Will you have any Deductions?
Basic Itemized Deductions:
For clients who exceed the standard deduction, including mortgage interest, state and local taxes, and charitable contributions.
Advanced Itemized Deductions:
For clients with extensive deductions, such as medical expenses, unreimbursed business expenses, or large charitable contributions
Carryover Review
For clients with unused tax attributes, such as net operating losses (NOLs), tax credits, and
capital losses, that can be carried forward or back to reduce tax liabilities.
Do you have any Retirement Accounts?
Retirement Contributions (e.g., IRA contributions)
Includes reporting and review of contributions to retirement accounts for tax benefits
Retirement Distributions (Form 1099-R)
Covers reporting for retirement account withdrawals, including required minimum distributions (RMDs).
Do you have Rental Property Income (Schedule E)
Rental Property
Includes reporting for rental income, basic expenses, and depreciation for one rental property.
How many? (multiple states)
Do you have any additional Tax Credits ?
Education Credits
(e.g., American Opportunity Credit, Lifetime Learning Credit)
Energy Tax Credits
(e.g., residential solar, energy-efficient improvements)
- How do state returns factor into the pricing?
State returns are available as an add-on service. A single state return is $150, each additional state is $100, and more complex states (e.g., California or New York) are $250 to cover unique filing requirements.
- What is included in the base $500 package?
The base package covers Form 1040 preparation and filing for clients with W-2 income only, applying the standard deduction, basic credits, and electronic filing.
- What discounts are available for Echo45 Advisors clients?
Echo45 Advisors Wealth Management clients with up to $3M in assets receive a 15% discount on tax preparation services. Clients with over $3M in assets receive a 25% discount. Discounts apply to the total cost, including add-ons.
FAQ
Example 3:
High-Income Client with Advanced Itemized Deductions, Multiple Investments, and California State Return
Base Package: $500
Advanced Itemized Deductions: +$250
Comprehensive Capital Gains Reporting: +$250
California State Return (complex state): +$250
Total: $1,250
Discounted Totals:
- 15% Discount (Echo45 Advisors clients with up to $3M AUM): -$187.50
Discounted Total: $1,062.50 - 25% Discount (Echo45 Advisors clients with over $3M AUM): -$312.50
Discounted Total: $937.50
Example 2:
Return with Self-Employment Income, Interest Income, and California State Return**
Base Package: $500
Self-Employment Income: +$150
Interest and Dividend Income: +$100
California State Return (complex state): +$250
Total: $1,000
Discounted Totals:
- 15% Discount (Echo45 Advisors clients with up to $3M AUM): -$150
Discounted Total: $850 - 25% Discount (Echo45 Advisors clients with over $3M AUM): -$250
Discounted Total: $750
Discounts for Echo45 Advisors Clients
We’re offering exclusive discounts to Echo45 Advisors clients:
- 15% Discount: For wealth management clients with AUM up to $3M
- 25% Discount: For wealth management clients with over $3M AUM.
- This discount applies to the total tax preparation cost, including add-ons.
Example 1:
Simple Return with California State Return
Base Package: $500
California State Return (complex state): +$250
Total: $750
Discounted Totals:
- 15% Discount (Echo45 Advisors clients with up to $3M AUM): -$112.50
Discounted Total: $637.50 - 25% Discount (Echo45 Advisors clients with over $3M AUM): -$187.50
Discounted Total: $562.50
Echo45 Advisor Client Discounts for Discount:
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Trust Tax Preparation
Base Package $750
Collected upfront as retainer to become Echo45 Tax & Estate Client. This is waived for Echo45 Advisors Wealth Management clients.
This package is designed for trusts with straightforward income, deductions, and beneficiary distributions. It covers the preparation and filing of a basic fiduciary tax return (Form 1041).
Included in the Base Package:
- Preparation and filing of Form 1041 (Fiduciary Income Tax Return for Estates and Trusts)
- Reporting of standard trust income and allowable deductions
- Calculation and allocation of distributable net income to beneficiaries
- Electronic filing and direct deposit setup for refunds or payment processing
- Phone or email support for questions during the filing process
Add-On Services for Trust Tax Filings
Invoiced in arrears once the return has been filed
Complex Trust Filing Package
For trusts with multiple income sources, significant investment income, or complex distribution
requirements (including additional schedules and detailed advisory support).
Retirement Distributions (Form 1099-R)
Covers reporting for retirement account withdrawals, including required minimum distributions (RMDs).
Amendment or Correction Filing – $200
per amendment if modifications to the initial return are necessary.
- How do state returns factor into the pricing?
State returns are available as an add-on service. A single state return is $150, each additional state is $100, and more complex states (e.g., California or New York) are $250 to cover unique filing requirements.
- What is included in the base $500 package?
The base package covers Form 1040 preparation and filing for clients with W-2 income only, applying the standard deduction, basic credits, and electronic filing.
- What discounts are available for Echo45 Advisors clients?
Echo45 Advisors Wealth Management clients with up to $3M in assets receive a 15% discount on tax preparation services. Clients with over $3M in assets receive a 25% discount. Discounts apply to the total cost, including add-ons.
FAQ
Example 3:
High-Income Client with Advanced Itemized Deductions, Multiple Investments, and California State Return
Base Package: $500
Advanced Itemized Deductions: +$250
Comprehensive Capital Gains Reporting: +$250
California State Return (complex state): +$250
Total: $1,250
Discounted Totals:
- 15% Discount (Echo45 Advisors clients with up to $3M AUM): -$187.50
Discounted Total: $1,062.50 - 25% Discount (Echo45 Advisors clients with over $3M AUM): -$312.50
Discounted Total: $937.50
Example 2:
Return with Self-Employment Income, Interest Income, and California State Return**
Base Package: $500
Self-Employment Income: +$150
Interest and Dividend Income: +$100
California State Return (complex state): +$250
Total: $1,000
Discounted Totals:
- 15% Discount (Echo45 Advisors clients with up to $3M AUM): -$150
Discounted Total: $850 - 25% Discount (Echo45 Advisors clients with over $3M AUM): -$250
Discounted Total: $750
Discounts for Echo45 Advisors Clients
We’re offering exclusive discounts to Echo45 Advisors clients:
- 15% Discount: For wealth management clients with AUM up to $3M
- 25% Discount: For wealth management clients with over $3M AUM.
- This discount applies to the total tax preparation cost, including add-ons.
Example 1:
Simple Return with California State Return
Base Package: $500
California State Return (complex state): +$250
Total: $750
Discounted Totals:
- 15% Discount (Echo45 Advisors clients with up to $3M AUM): -$112.50
Discounted Total: $637.50 - 25% Discount (Echo45 Advisors clients with over $3M AUM): -$187.50
Discounted Total: $562.50
Echo45 Advisor Client Discounts for Discount:
