Your life.
Your tax return.
Personal tax preparation and planning that makes your obligations easier to understand.
- Individual federal and state returns
- Tax planning and strategy
- Stock and cryptocurrency sales
SPENCER LEHR, CPA
Less tax stress.
More clarity.
Personal tax guidance for the life you’re building.
From your individual return to your growing business, get thoughtful tax preparation, planning, and bookkeeping—with a CPA who knows your name.
30 minutes. A conversation about what you need.
Spencer Lehr, CPAYour tax professional. Your point of contact.
7+ years of tax accounting experienceIndividual & business tax servicesClear fees discussed before work begins
HOW I CAN HELP
The right support.
For your next chapter.
Taxes are personal. Your accounting should be, too. Find the help that fits your situation.
Your life.
More time for
your business.
Keep your books organized and your business tax filings on track as your company grows.
- Business and partnership returns
- Monthly bookkeeping
- Financial statement preparation
A clearer view
of the details.
Focused support when rental properties, partnerships, or tax notices add complexity.
- Real estate tax accounting
- Partnership and state tax compliance
- IRS representation
MEET YOUR CPA
A real person.
In your corner.
Spencer Lehr
Certified Public Accountant
Hi, I’m Spencer. I help individuals and small businesses make sense of their taxes and move forward with confidence.
With more than seven years of experience in tax accounting, I bring particular experience in real estate, partnerships, and state tax compliance. My approach is personal: understand your needs, explain the details, and help you make informed decisions.
I stay current with tax laws and accounting standards so you have a knowledgeable partner for both today’s filing and tomorrow’s plans.
Start a conversationKNOW WHAT TO EXPECT
Clear fees.
No guesswork.
These are the listed service fees. Your final fee depends on complexity and time required, and we’ll agree on it before work begins.
INDIVIDUAL TAX PREPARATION
$300
Your individual return
Form 1040 + one state tax return.
Discuss my returnView additional individual fees
- Stock & crypto sales (Schedule D)
- $75
- Business income (Schedule C)
- $200 / business
- Rental income (Schedule E)
- $200 / rental
- Additional state return
- $200
- Amended individual return
- $250
BUSINESS TAX PREPARATION
$1,200
Your business return
Corporation, partnership, or S corporation.
Discuss my businessView business forms & other fees
- Corporation (Form 1120)
- $1,200
- LLC / partnership (Form 1065)
- $1,200
- S corporation (Form 1120S)
- $1,200
- Amended business return
- $500+
- Section 754 step-up
- $300
- Financial statements
- $500+
Keep your books ready all year.
Monthly bookkeeping packages
Basic
Starting at $500 / month
For keeping the essentials organized.
- Up to 200 transactions per month
- Up to 3 accounts
- Monthly reconciliations
- Categorized entries
Standard
Starting at $1,000 / month
For a more complete monthly close.
- Up to 500 transactions across 5 accounts
- Software subscription included
- Depreciation, accruals & adjusting entries
- Monthly financial statements & close
- Accounts payable & receivable management
- Payroll journal entries; processing excluded
Comprehensive
Starting at $1,250 / month
Your books and tax planning, together.
- Everything in Standard
- Year-end tax planning
- IRS and state notice response
- Unlimited tax consultations throughout the year at no additional cost
Additional pricing information
Standard hourly rate: $250/hour. Payment plans are available for qualified clients, and rush processing is available for an additional fee.
The current fee schedule offers a 10% discount when bookkeeping and tax services are engaged. We’ll confirm how this applies to your services during the consultation.
Fees may vary based on complexity and time required. All fees are discussed and agreed upon before work begins.
What does the free consultation include?
New clients receive a complimentary 30-minute conversation to discuss their accounting needs, relevant services, and next steps. Call, text, or email to arrange a time.
Do you work with rental property owners?
Yes. Real estate tax accounting, partnership tax, and state tax compliance are areas of specialization. We can discuss your properties and filing needs during a consultation.
How is my final fee determined?
The fee schedule above is a starting point. Complexity and the time required can affect your final fee. All fees are discussed and agreed upon before work begins.
Can you help outside of tax season?
Tax planning and bookkeeping services are available beyond filing season. The Comprehensive package also includes year-round tax consultations and IRS and state notice response.
How should I share my tax documents?
Start by calling or emailing to arrange your consultation. We’ll discuss the appropriate way to share documents. Please don’t include Social Security numbers, tax returns, or other sensitive documents in your initial email or text.
YOUR NEXT STEP
Let’s make
taxes feel clearer.
Start with a free 30-minute consultation.
We’ll talk about where you are and what you need.
DIRECT TO SPENCER
taxslehr@gmail.comOffice hours
Monday–Saturday · 9:00 AM–5:00 PM
Extended hours during tax season
(January–April).
Call or email to arrange a time. Please keep sensitive tax documents out of your initial message.