No one likes to be surprised with “extra” charges. We list our fees online so that you will have a good idea of what you’ll be charged before we move forward.

Charging per form works best for most tax returns because it eliminates the tension and uncertainty that many clients feel with an hourly fee. However, if your tax return is complicated or you require tax planning services, there may be additional hourly charges for certain forms. This is necessary with complicated returns because additional research, preparation and review time is usually required. In these situations, I will always lay out a range for my fees before work begins on your tax return and your final bill will always be within the range that I quote to you.

Discounts are offered to clients that provide referrals and for the preparation of child tax returns.



Our Fee Schedule

Individual Tax Returns

Base Packages

The “base” packages cover basic individual tax returns, and include:

  • Review of your prior year tax return
  • Federal 1040
  • One state tax return
  • W-2s
  • Standard deduction
  • Federal and state e-filing
  • Tax software fees & supplies
1040EZ
$105
 
1040A
$125
 
1040 “Long” Form
$150
 

Additional Forms & Schedules

Additional Forms & Schedules Each of these forms are in addition to the base package. Most of the more common schedules and forms are listed here. Please note that for in addition to each of these forms and schedules, messy records, missing information or complex transactions may require additional fees.

Schedule A – Itemized Deductions
$50
 
Schedule B – Interest & Dividends
$20
Up to 4 items. $5 each additional.
Schedule C – Profit or Loss From Business
$100
Profit or Loss From Business $100 C-EZ  $50.   
LLCs $125-$250 based on complexity and records
Schedule D – Capital Gains and Losses
$25
Up to 5 transactions. $5 each additional.
Schedule E – Rental Real Estate
$50
Per Rental
Schedule E – Partnerships and S-Corps
$30
Per K-1
Schedule EIC – Earned Income Credit
$25
 
Schedule F – Profit or Loss From Farming
$100
 
Schedule L – Std. Deduction for Certain Filers
$25
 
Schedule SE – Self-Employment Tax
$25
 
Form 1045 – Net Operating Loss
$250
Additional fees may apply based on complexity.
Form 1116 – Foreign Tax Credit
$25
 
Form 2106 – Employee Expenses
$50
2106-EZ $25
Form 2441 – Child and Dependent Care
$25
 
Form 3903 – Moving Expenses
$50
 
Form 4562 – Depreciation and Amortization
$25
Up to 5 assets. $5 each additional
Form 8812 – Additional Child Tax Credit
$25
 
Form 8863 – Education Credits
$25
Includes credit / deduction optimization

Other Tax Returns

Each of these tax returns are in addition to the base package. Additional fees may apply based on complexity.

Additional States
$50
Each
Amended Returns
$250
Includes federal and one state
Personal Property Tax Returns
$75
Each

Hourly Rates

Hourly Rates These hourly rates apply primarily to complex tax returns that take significantly longer to complete than average, clients with messy records, or records with significant missing information that requires additional time to gather. In the event that these rates become applicable to your return, we will discuss the additional charges before I start working on your project. You will receive an estimate of the time it will take to complete the work and the range of resulting fees.

Tax Services / Planning
$150
Per hour
Bookkeeping Services
$75
Per hour. Applies to messy and disorganized receipts and records.

Business Tax Returns

Form 1065 Partnerships

Partnerships Partnership/LLC returns start at $550. Since partnership returns can vary wildly in form and complexity, these are usually billed at the hourly tax and bookkeeping rates listed above. However, you will be given an estimate before work commences.  This is where having a clean set of books really pays off. Remember that single member LLCs file on Form 1040 Schedule C, not Form 1065.

Form 1120-S
S Corporations

S Corporations S Corporation returns start at $550, and are usually billed at the hourly tax and bookkeeping rates listed above. However, you will be given an estimate before work commences.

Form 1120 Corporations

Corporations Corporate returns start at $550, and are usually billed at the hourly tax and bookkeeping rates listed above. However, you will be given an estimate before work commences.

 

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