Our Fees

Our Fees

Schedule of Fees

Our fees for Tax Preparation

We believe in complete transparency and want you to understand the value you get when you partner with us. Here is a detailed outline of our fee schedule.



Forms
  • Form 1040 (non itemized-including resident state)
250
  • Extra State 90
90
  • Schedule A - Itemized
75
  • Schedule B - Interest & Ordinary Dividends
50
  • Schedule C - Business
180 per hour
  • Schedule D - Gains & Losses
75
  • Schedule D - Additional Brokerage Statements
75
  • Schedule E - Per property
75
  • Schedule F
180
  • K-1 income with basis schedule-each
100
  • Form 2441 - Child Care
90
  • Form 3800 - General Business Credit
50
  • Form 4562 - Depreciation, current
90
  • Depreciation Schedule - per asset
25
  • Form 4797 - Sale of Business Property
90
  • Form 4952 - Investment Interest
90
  • Form 5329 - Retirement Penalty
90
  • Form 5695 - Residential Energy Credits
50
  • Form 6252 - Installement Sale Income (Year of Sale)
180
  • Form 6252 - Installement Sale Income (Subsequent Year )
90
  • Form 8962 - Healthcare Credit
90
  • Form 8863 - Education Tuition and Fees
75
  • Form 8867 - Preparere’s Due Diligence
75
  • Form 8889 - HSA
50
  • Estimated Tax Forms
50

This schedule represents the typical forms used by our clients. If a form is not listed here, an estimate will be provided.


Bookkeeping charges of $60 per hour may be charged if information is disorganized or incomplete.


Business returns are calculated at $180 per hour with a processing fee of $118.


Additional state processing fees are $41 for individual returns and $46 for business returns.


Engagement letters are required for all professional services.

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