Our Approach to Fees

At Indus Financial Planners, we value clarity, fairness, and transparency in every client relationship. We know financial and tax planning is personal—and your fee structure should feel just as thoughtful. That’s why our pricing is always straightforward, reasonable, and built to reflect the unique value we bring to your journey.

Time is Our Most Limited Resource

Why Our Fees Work the Way They Do

Our fees reflect the time, expertise, and personal care we commit to helping you make smart, confident financial choices. Unlike products you can return or restock, time is a finite resource—for you and for us—which is why we price based on the work involved, not just the results.

Consistent, Evolving—Just Like Your Plan

We strive to maintain fee consistency for our returning clients. When changes do happen, they’re grounded in thoughtful adjustments—reflecting inflation, added complexity, or expanded services—just as we continuously adapt your financial plan to keep pace with your evolving life and the shifting tax landscape.

Organization Saves Everyone Time

Why Organized Information Matters

We do our best work when your financial information is accurate, complete, and well-organized. If we need to spend extra time sorting through outdated records, unclear documents, or missing data, fees may be adjusted to reflect that additional effort. The more clarity we start with, the more streamlined—and cost-effective—your planning experience becomes.

Your Fee Can Go Down, Too

Flexible Fees That Reflect Your Financial Season

Your financial journey won’t always be complex—and your fees shouldn’t be either. One year may include a home sale, inheritance, or a major tax event, which naturally requires more time and expertise. But if the next year is smoother—fewer moving parts, a more stable portfolio, or fewer tax considerations—your fee may decrease.

We align our pricing with your current needs, not just your past. It’s all part of our commitment to fairness—in the guidance we offer and the fees we charge.

Nationwide Guidance, Personalized for You

While we serve strong client communities in California, Texas, Florida, the Midwest, and along the East Coast, Indus Financial Planners proudly partners with individuals and families in all 50 states. Wherever life takes you, our team is here to support your journey and help shape your financial future with clarity and care.

Clarity in Cost: Directional Pricing for 2025

Category	Service	Price (USD)	Notes
Individual Tax Return
	Simple Individual Return	$250 – $500	Form 1040 + 1 State
	Complex Individual Return (Schedule C, investments, Schedule K 1 from partnership or S Corp or Rental Property Return)	$500 – $1,500+	Form 1040 + 1 State
	Proactive Household Tax Planning & Strategy	$950 annually
Business
	Entity Setup (Business Incorporation)	$750-$1500	Depends on entity and the nature of work. Includes consultation EIN and filings.
	Entity Classification Elections	$250-$350	If required for tax treatment
	Articles of Organization/ Incorporation/dissolution	$625 + state filing fees	LLC, Corp or Dissolution filing
	Annual Report Preparation	$350 + state filing fees	State specific
	Business Tax Planning	$250-$300/hour	Fees can be hourly or on a fixed fees basis.
	Partnership Tax Return	$1250-$1750+
	C Corporation Tax Return	$1500-$5000+
	S Corporation Tax Return	$1500-$5000
Sales & Property Tax Services
	Sales Tax Filing	$100/month/state
	Property Tax Filings	$150/state
Accounting & Bookkeeping Services
	Monthly Accounting (Bookkeeping + Analysis)	Starting at $500/month	Monthly. Most popular for active businesses
	Bi-Monthly Accounting (every 2 months)	Starting at $250/month	Every 2 months. For businesses with lower volume
	Quad-Monthly Accounting (every 4 months)	Starting at $175/month	Every 4 months. For lower-frequency transactions
	Annual Compliance Bookkeeping (for Tax Prep)	Typically $1,200/year	Annually. Clean-up and reconciliation
	Annual Full-Service Accounting	Starting at $1,800/year	Annually. Includes annual reports + analysis
	Rental Property Bookkeeping	Starting at $1,200/year	Annually. For up to 5 properties
	Cash flow forecasting	$950 a year	Two times a year
Tax Consulting
	Initial Tax Consulting	Free	Complimentary 15-minute initial tax consultation
	Tax Research	$250/ hour	An estimate of the tax research scope and expected hours before any work begins provided.
	Proactive/Comprehensive Annual Tax Planning	$1500 – $10,000 annually	Tailored based on type of entity and financial profile – individual, family, or business.
Tax Audit
	Tax Representation (Audit/IRS Notices)	$300/hour	Scope of work to be discussed in our meeting
	Coordination with Attorneys	$250/hour	Scope of work to be discussed in our meeting
Global Tax Consulting
	India, UK, Ireland Tax Planning	To be discussed	Scope of work to be discussed in our meeting
	Expat/ Foreign Income Return	$1200-$2000+
	FBAR Return	$750/filing
Real Estate Planning
	Real Estate Tax Strategy	$350/hour	Includes discussion and suggestions
	1031 Exchange Planning	$500-$750	Does not include QI or legal costs
	Cost Segregation Planning	$2000-$7500
	Cost Segregation Review	$250 per study
	Real Estate Professional Status qualification	$375	Includes time log review
	Real Estate Portfolio Review (up to 5 properties)	$500-$2000	Includes ROI, cash flow, exit strategy
	Representing buyer in real estate transaction as buyer agent	Realtor commission	To be discussed and agreed upon
	Representing seller in real estate transaction as seller agent	Realtor commission	To be discussed and agreed upon
Subscription / Retainer Model
	Monthly bookkeeping package	$500/month	Adjusted based on number of transactions in the month and number of entities.
	Fractional CFO/ Advisory Retainer	$2000-$10,000/year	To be discussed. Depends on entity size, nature of support expected
	Annual Tax Advisor Retainer	$2500-$15,000/year	To be discussed. Depends on entity size, nature of support expected