We receive continuous inquiries regarding our tax return pricing during tax season. This page is designed to address those concerns. We charge basically a FLAT FEE for tax preparation not by the form or every entry on a form as most preparers do. With a few exceptions we are below the national chains.
A little disclaimer our fees are based on:
- The amount of work we do
- How prepared and organized you are
Rates
1040 A EZ------------------------------------------- $120
1040 long form usually a homeowner------------------$260
A business (Sch C)-------------------------------------$50
A rental property (Sch E)-------------------------------$50
Not organized or prepared------------------------------$50
USE OUR WORKSHEETS BELOW
Stock or mutual fund sales see our policy below
Other services
Amended returns----------------------------------------$50
IRS response: letter, phone, e-service etc----------------$50 and up
Request for a copy of your return after filing--------------$20
Our policy and fees for schedule D
When you buy an investment (stock, mutual fund, land) and sell it you pay a tax on the �Profit�.
YOU must supply to us
- Name of the investment
- Date bought
- Date sold
- Amount $ from sale
- Amount $ you spent to buy the investment
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Name |
Date bought |
Date sold |
Sale amt $ |
Buy amt $ |
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We charge for each line to enter the above. The amount we charge depends on how you give us the information. The first 5 lines are gratis.
- We receive an excel file (columned above) by disk or email attachment-$1- per line
- We receive the information (columned above) on paper ---$4 per line
- We receive sale at X$ per share and buy at Y$ per share--- $8 per line
It is your responsibility to supply cost
If you do not know what your cost and you want us to try to determine that
WE will
Query you as to when you bought the investment or any history you can supply
- Search the web for your stock on the date or date range you supply
- Use the lowest in that range
- If unsuccessful we will use the IRS accepted default of zero (0)
- Our charge $25 per line plus $25 per call to or from a broker or third party
A final option
Move your investments to us and there is no charge
ORGANIZATION SHEETS FILL OUT AND BRING TO YOUR APPOINTMENT
Other Specific Occupations
