TAX ADVICE, TAX PLANNING, TAX QUERIES, ETC 

TAX PLANNING           $149+
TAX QUERIES                                                                            $29+
W-4 FILL OUT CALCULATION FEE                                           $59
ESTIMATED TAX HELP                                                           $59 
LETTER CREATE / COMPOSE TO IRS/STATE FEES        $50+
PHONE CONSULTATION FEE                                           $39+

REGULAR PREPARATION FEES  

FORM 1040 , 1040SR                                                                                              $91.00
FORM 1040NR    $91.00
SOCIAL SECURITY AND MEDICARE REFUNDS RETURN   $99.00
FORM 1040X (AMENDED RETURN)     $129.00
FORM 1065 (PARTNERSHIP RETURN)    $699.00 +
FORM 1120 (CORPORATION RETURN)     $699.00 +
FORM 1120–S (SUB CORP RETURN)     $699.00 +
FORM 1041 (ESTATES/TRUSTS RETURN)    $699.00 +
FORM 990 (TAX-EXEMPTS ORGS)    $699.00 +
FORM 8867 (CHILD TAX CREDIT)    $29.00
FORM 8867 (OTHER DEPENDENT CREDIT)   $19.00
FORM 8867 (AMERICAN OPPORTUNITY CREDIT)   $29.00
FORM 8867 (EDUCATION CREDIT)    $19.00
FORM 5695 (ENERGY CREDIT)     $29.00
FORM 8938 (FOREIGN FINANCIAL ASSETS)   $59.00
NY 203B FORM   $29.00
FBAR (1-5 Banks per Individual, $29 extra per individual if more than 5 banks)    $35.00 +
   

Above price includes one state return for free. Any additional state is $39.00 for each state.

*We do NOT prepare city and/or local taxes unless requested. Most city and local taxes are flat rate (Usually 1%) and they usually provide forms to your address to complete. Please do ask if you need us to also prepare any local/city taxes if required. Fee is $49 for Local Tax.

OTHER FORMS AND CHARGES 

SCHEDULE A (ITEMIZED RETURN) State Only Itemization $15.00   $29.00+ 
SCHEDULE B (INT & DIV)  FREE   FREE
SCHEDULE C (1099-NEC/Misc Income with no Expenses   $49.00
SCHEDULE C (1099-NEC/Misc Home Based Subcontract Income)   $159.00
SCHEDULE C (Ride Sharing/Uber/Lyft Income)   $129.00
SCHEDULE C (Small Business/Sole Proprietorship LLC, not home based)   $229.00
SCHEDULE D (1099-B (Stock/Crypto), Per Platform)   $29.00
SCHEDULE E ( PER RENTAL PROPERTIES)    $59.00+
SCHEDULE F (FARM)     $129.00+
FORM EIC (EARNED INCOME CREDIT)   $29.00
FORM 2106 (EMPLOYEE BUS EXPENSES)   $19.00
FORM 8829 (BUSINESS USE OF A HOME)    $19.00
FORM 6251 (ALTERNATIVE MINIMUM TAX)    $29.00
 SCHEDULE K-1s (1065, 1120S)   $29.00
 FORM 1116 (FOREIGN TAX CREDIT)    $29.00
    
TAX RETUN COPY (PER YEAR PER COPY)   $59.00
ITIN APPLICATION FORM (TAX ID NUM)  Per Applicant   $49.00
IN OFFICE – COA CERTIFICATION OF PASSPORT FOR ITIN (Per Applicant)    $99.00
EXTENSION (FORM 7004 FOR BUSINESS 1120/1120-S/1065/990)   $99.00
EXTENSION (FORM 4868 FOR PERSONAL TAX)    $29.00
EXTENSION (STATE, PERSONAL TAX)   $29.00
STOCKS COST BASIS ADJUSTMENT FEE      $29.00
2022 MN PROPERTY TAX REFUND FEE     $29.00
WHAT IF SCENARIO FEE (MFJ vs MFS CALCULATION FEE)    $49.00
   
FORM 8936 (ELECTRIC VEHICLE CREDIT)   $29.00
FORM 2441 (DEPENDENT CARE CREDIT)     $19.00
FOREIGN INCOME & TAXES FEE     $44.00

 

DISCOUNTED PRICES FOR SOME TAXPAYERS

 

FULL TIME STUDENT W/LESS THAN $15K HOUSEHOLD INCOME   $69.00
RETIRED TAXPAYER W/LESS THAN $15K HOUSEHOLD INCOME   $69.00
DISABLED TAXPAYER W/LESS THAN $15K HOUSEHOLD INCOME   $69.00