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Royce Advisors LLC

Tax
Advisory

Proactive tax strategy and planning for business owners and high-net-worth individuals. We go beyond filing, we help you structure, plan, and keep more of what you earn.

What's Included

Tax & Accounting
Services

01
Tax Strategy & Financial Planning
Year-round, proactive tax planning that looks beyond the current year. We model scenarios, optimize your structure, and keep your tax burden as low as legally possible.
02
Individual Tax Preparation (1040)
Comprehensive individual tax preparation for professionals, business owners, and high-net-worth clients. Includes federal and state returns, quarterly estimates, and year-round access for tax questions and planning.
Includes quarterly estimates
03
LLC Tax Preparation
Accurate, thorough preparation for single- and multi-member LLCs. Includes quarterly estimates, year-round tax planning, and direct access for questions throughout the year.
Includes quarterly estimates & year-round planning
04
S-Corp Tax Preparation
Form 1120-S preparation for S-Corp elections, including reasonable compensation analysis and W-2 optimization to balance payroll and distributions in the most tax-efficient way. Includes quarterly estimates and year-round planning.
Includes W-2 optimization & quarterly estimates
05
Trust & Estate Tax
Fiduciary income tax returns (Form 1041) for trusts and estates. We coordinate with your estate attorney to ensure accurate, timely filings and minimize tax at every stage.
06
Bookkeeping & Accounting
Monthly bookkeeping that keeps your financials clean, accurate, and ready for decision-making. A strong foundation for both tax planning and business growth.
Flat monthly fee, see pricing below
Transparent Pricing

Simple, flat fees.

No hourly billing surprises. You know the investment upfront so you can plan accordingly.

Advisory
Tax Advisory Retainer
$9,500
Annual retainer
One year minimum commitment. Includes 4 scheduled planning meetings, proactive tax strategy, year-round access for questions, and coordinated planning throughout the year.
Business
LLC Tax
6%
of gross annual revenue
Covers single- and multi-member LLC returns. Minimum fee $4,000. Includes business return, quarterly estimates, and year-round tax planning. Fee based on prior year gross revenue.
Business
S-Corp Tax
7%
of gross annual revenue
Covers Form 1120-S returns. Minimum fee $5,000. Includes reasonable compensation analysis and W-2 optimization, quarterly estimates, and year-round tax planning. Fee based on prior year gross revenue.
Individual
1040 Preparation
2%
of gross annual income
Minimum fee $3,000. Includes federal and state returns, quarterly estimates, and year-round planning. Final fee based on prior year gross income.
Estate & Trust
Trust & Estate Return
$4,000
Flat fee
Form 1041 fiduciary income tax return. Coordinated with your estate attorney for accurate, timely filings.
Ongoing
Bookkeeping
$750
Per month
Monthly bookkeeping to keep your records clean and your business decisions well-informed. Rate based on standard transaction volume; higher-volume businesses quoted separately.
Ready to get ahead
of your taxes, not just file them?
Schedule a Free Discovery Call 30 minutes · No commitment