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.
See How High You Can Soar
Gain the confidence that comes with knowing that the protection of your assets and the management of your portfolio are designed to help secure the financial future you envision.
