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
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.