Personal Return Rates

Most new returns usually cost $340. Below is our fee schedule. We rarely, but can, increase fees if warranted.

For Business Return Rates Click this text.

Personal Returns

  • 1040 Pg 1 and 2 – $150.  Please note that the State return is $45, and the administration fee applied to all returns is $90.  The fee would then be $285 for the return.  Schedules are then added. Thank you for reading.
  • Sch. A – $75
  • “Kiddie Tax” (8615)(8814) – $55

Business Forms

  • Self-Employment Tax (Sch. SE) – $30
  • Statutory Employee Allocation – $40
  • Schedule C – $150
  • Schedule F (Farm) – $250

Sales Transactions

  • Stock Sale (8949 / Sch. D) – $15ea
  • Bad Debt Loss – $53
  • Like Kind Exchange – $375
  • Other Sale (4797) – $150
  • Recapture – $125
  • Installment Sale (6252): First year $125, Subsequent Years $50
  • Foreclosure – $350
  • Repossession – $350

Other Income Items

  • Interest & Dividend – $8ea (27 min)
  • Substitute W-2 (4852) – $37
  • Extra W-2 Schedule (over 3) – $15 ea
  • Rental Property (Sch. E) (1st) – $68
  • Additional Properties – $64
  • Partnership, Estate or Trust (K-1) – $75 per K-1
  • Passive Loss (8582) – $35

Consulting Services

  • Other Consulting (hourly rate) – $275
  • Tax planning
  • Tax minimization Strategies

Minimum Fees

  • Most new returns $340
  • Dependents $135

Pension Items

  • Roth Conversions – $175
  • IRA/Roth IRA Worksheet – $75
  • SEP/KEOGH – $85
  • Lump Sum Distribution (4972) – $75
  • Premature Distribution (5329) – $50
  • Defined Benefit Plan – $75
  • Non-Deductible IRA Dist. (8606) – $55
  • Social Security Calculation – $55
  • Pension Rollover (over 1) – $45
  • Minimum Distribution Calculation – $150

Adjustments to Income

  • Employee Business Expense (2106) – $125
  • Alimony Paid or Received – $50
  • Early Withdraw Penalty – $45
  • Higher Education Expense (8917) -$20
  • Teacher Deduction – $20
  • Student Loan Interest – $20
  • Health Insurance Deduction – $20
  • Manufacturing Deduction – $260 / $1,500
  • Health Savings Account (8889) – $75
  • Moving Expense (3903) – $75

Other Schedules

  • Casualty Loss (4684) – $85
  • Depreciation (4562) $25 ea ($75min)
  • 179 Recapture – $78
  • Underpayment Penalty (2210) – $85
  • Tax or Tips (4137) – $45
  • Net Operating Loss (1139) – $245
  • Investment Interest (4952) – $45
  • Foreign Income (2555) – $245
  • Foreign Disclosure (8938) – $375
  • Contractor to Employee (8952) – $250
  • Deceased Taxpayer Refund (1310) – $75
  • Alternative Minimum Tax (6251) – $75
  • Home Office Calculation (8829) – $65
  • Non-Cash Contribution (8283) – $24ea ($48 min)
  • Discharge of Indebtedness (982) – $175
  • Tax Shelter Disclosure (8271) – $34
  • At Risk Computation (6198) – $90
  • Principal residence exclusion $75

Discounts

  • Dependents 50%

Other Items

  • Administration (all returns) – $90
  • Clergy W/S 105
  • Child care W/S 110
  • Form W-4 Calculation 35
  • Estimates (Federal, State, Local) $34 ea
  • Extensions $68
  • Tax Projection Worksheet 115
  • Dissolution (through attorney) $580
  • Incorporation (through attorney) $1,125
  • ID Numbers 190
  • 1099’s and W-2’s 30 + 15 ea
  • Extra Copy of Return (at filing) $15
  • EM or Copy Tax Return (after copy) $25
  • Express Mail Cost actual cost + 6
  • 529 Plan Setup $60 per account
  • Child & Dependent Care (2441) 35
  • Foreign Tax (1116) $75
  • EIC (Sch. EIC) (8867) $75
  • Fuel (4136) $40
  • Elderly & Disabled (Sch. R) $40
  • Child Tax (8812) $50
  • AOTC & Lifetime (8863) $65
  • Adoption (8839) $175
  • Residential Energy (5695) $40
  • Other Tax Credits (3800) (8396) $55 ea
  • Health Insurance Tax Credit (8941) $195

Other Returns

  • State Returns $45 / $150
  • Local Returns $85

Electronic Filing

All eligible returns will be electronically filed at no additional charge. This applies only to returns originally prepared by our firm.

Notes:

• There will be an additional charge for any item not listed.
• This is a minimum fee schedule which can be increased if extra time is required.
• # / # is a typical low / high range.
• f.f. stands for filing fee
• The above fees are based on a preparer at $145 / hr and a reviewer at $275 / hr; time study, value add factor; and complexity factor

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