2016 Tax Year – 2017 Filing Year

This is a minimum fee structure, which may be increased if extra time is required by state of client’s records.

PERSONAL RETURNS
1040 Long Form $100.00
1040A Short Form $85.00
1040EZ Form $75.00
1040X Form $75.00

SCHEDULE A – ITEMIZED DEDUCTIONS
Federal Schedule $50.00
Non-Cash Contribution F 8283 $25.00
Employee Business Expense 2106 $50.00 Form 2106 EZ $25.00

SCHEDULE B – INTEREST & DIVIDENDS
Per Schedule $25.00

SCHEDULE C – SOLE PROPRIETORSHIP/SMALL BUSINESS
Base Charge $100.00 Schedule C-EZ $75.00
Home Office Form 8829 $50.00
Schedule SE $25.00
Depreciation & Amortization Form 4562 $25.00

SCHEDULE D – CAPITAL GAINS & LOSES
Residence Sale $50.00
Stock Sale (Each) $5.00
Non-Business Bad Debt $50.00
Other Sale $5.00
Installment Sale Form 6252 $100.00

SCHEDULE E – SUPPLEMENTAL INCOME & LOSS
Rental Property (Each) $100.00
K-1 (Each) $75.00
Passive Loss Form 8582 (Each) $50.00
At Risk Limitation Form 6198 $50.00

SCHEDULE F – PROFIT OR LOSS FROM FARMING
Schedule F $100.00
Farm Rental Form 4835 $100.00

SCHEDULE H – HOUSEHOLD EMPLOYMENT TAXES
Household Employment $50.00

ADDITIONAL TAXES
Additional Medicare Tax – Form 8959 $25.00
Uncollected Social Security & Medicare $25.00
Tax Form 8119 Net Investment Tax Form 8960 $25.00
Premium Tax Credit Form 8968 $25.00

OTHER INCOME ITEMS
Substitute W-2 Form 4852 $25.00
Additional Forms (Each) $5.00
Worksheets (Each) $2.50

RETIREMENT/PENSION ITEMS
Lump Sum Distributions Form4972 $50.00
Penalty Form 5329 $50.00
Non-Deductible IRA Form 8606 $50.00

ADJUSTMENTS TO INCOME
Moving Expense Form 3903 $50.00
Alimony Paid or Received $25.00

OTHER SCHEDULES
Casualty Form 4684 (Each) $30.00
Estimated Federal or State Tax (Each) $25.00
Underpayment Penalty 2210 $20.00
Extensions Form 4868 (Each) $25.00
Tax on Tips Form 4137 $25.00
Investment Interest Form 4952 $25.00
Foreign Income Form 2555 $50.00
Alternative Minimum Tax Form 6251 $50.00
Like Kind Exchange Form 8824 $50.00

TAX CREDITS
Child Care Form 2441 $50.00
Child Tax Credit Form 8812 $25.00
Foreign Tax Form 1116 $50.00
Earned Income Schedule EIC $50.00
Education Credit Form 8863 $50.00
Mortgage Interest Form 8396 $25.00
Qualified Retirement Savings Credit $25.00
Form 8880 Healthcare Tax Credit Form 8885 $25.00

BUSINESS RETURNS
US Corporate Income Tax Return Form 1120 $350.00 & Up
US Income Tax For an S-Corporation Form 1120C $350.00 & Up
US Return of Partnership Income Form 1065 $325.00 & Up
US Income Tax Return for Estates & Trusts Form 1041 $400.00 & Up Return of Organization Exemption from Income Tax $150.00 & Up

**NOTE: Forms not listed will have additional charges.

Referral Discounts

  • New Client Discount – $25.00 Off Income Tax Preparation Fees*
  • 10% Discount On Your Income Tax Preparation Fees Up To $50 For Each Referral *
  • *Not to be used in conjunction with other coupons/discounts. Limited to lower of your tax return or referred tax return.

Bookkeeping

  • $75 per hour billed in 15 minute increments or fraction thereof plus costs.

Additional/Misc Expenses

  • Electronic Filing (E-File) – FREE
  • Paper Copy – $5.00 per copy for pick/$10.00 per copy with postage
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