PRICING

 

A Full Tax Return will include a FREE Per Diem Calculation Report for the Entire Year (This is usually an additional fee of $30-$80). Tax Advice for tax savings for future years INCLUDED with your Tax Return (This is usually an additional fee of $250-$1000).  Your Tax Burden Managed With a Personal and Professional Touch. Audit Protection Service is a package for $150, which will allow me to represent you during a full-blown sit down audit with an IRS agent and yourself. Otherwise, a full-blown audit is charged by the hour. If you receive a letter from the IRS, this letter will be worked on with no additional fees.

Special Payment Note:  $50 REFERRALS - For each completed tax return that was generated based on your referral with me, I will credit your bill $50 per tax return or write you a check for $50 per tax return .  Please let me know the name of the person(s) you are referring.


Federal IRS Tax Return starts at $175

This fee includes most basic federal tax returns:

  • 2 W-2’s (such as taxpayer and spouse)

  • Dependents/Children

  • Form 2106 Employee Business Expenses (such as Travel Tips and your Annual Per Diem Calculation Report).

  • Sch. A - Itemized Deductions (such as uniforms, airline equipment, property tax, mortgage interest, donations (cash & non-cash up to $500), union dues, medical expenses, and misc. deductions)

  • Sch. B - Earned Income Bank Interest.

  • 1099-G State Refund

Your Annual Per Diem Calculation Report AND Form 2106 Employee Business Expenses is Included FREE with your tax return (usually an addition cost of $30-$80). 

State TAX returnS start at $65 each state (except non-conforming states)

This fee includes most basic state tax returns if you live in a state that has state income tax. [TX, FL, NV, WA, NH, TN, AK, SD, WY, do NOT have state income tax]  

STATE TAX RETURNS THAT DO NOT CONFORM TO THE NEW FEDERAL TAX LAWS start At $150.

  Non-Conformity of State Tax Returns: For example, California (CA) state tax laws and New York (NY) state tax laws do not conform to the new federal tax laws (California tax laws and New York tax laws are similar to 2017 CA & NY state tax returns and earlier CA & NY state tax returns).  If your state tax return does not conform to the new federal tax laws, then your State tax return will require Additions and/or Subtractions and have a fee starting at $150 for each state tax return.

A Business schedule (Sch. C) [1099-MISC] starts at $125 per schedule

This fee includes most businesses AND includes a depreciation schedule if necessary.

A Rental property / An Investment property (Sch. E)  Starts at $125 per property

This fee includes most properties AND includes a depreciation schedule of Building & Land.  

A New Home Purchase or Refinance of Home is $75

Please include your escrow statement of closing documents.

Sale of a Home is $250

Please include your escrow statement of closing documents.

Alternative Minimum Tax (AMT) TAx form is $50

Additional Medicare TAX Form is $50

Audit Protection Service is a package for $150 which will allow me to represent you during a full-blown sit down audit with an IRS agent and yourself. Otherwise, a full-blown audit is charged by the hour. If you receive a letter from the IRS, this letter will be worked on with no additional fees.

Annual Per Diem Calculation Report Only – No Tax Return - $65.

 

Note: This is not an extensive list as there are over 500 IRS forms that could apply to your tax return pricing.


Fee Schedule Thought

It’s unwise to pay too much
But it’s worse to pay too little.

When you pay too much,
you lose a little money….
that is all.

When you pay too little,
you sometimes lose everything,
because the service you
purchased was incapable of doing
what it was supposed to do.

The common law of business
balance prohibits paying a
little and getting a lot…
it can’t be done.

Credit for Qualified Retirement Savings Contributions is FREE.

E-Filing of your Tax Return is FREE.  

Tax Advice is FREE.  Please call during the year if you have tax related questions. This service by other tax prepares could be $250 – $1000 per consultation.

Other fees will be discussed based on your specific needs as they apply.

Note: This is not an extensive list as there are over 500 IRS forms that could apply to your tax return pricing.