Individual Returns - Form 1040
Base Price of $650 - Includes 2 W2s, 2 1099-Ints, 2 1099-Div transactions, 1 1099 Consolidated form, Child Tax Credit, 1 State return, Standard Deduction
Pricing for additional forms is listed below. Hover over the item to display the pricing details:
* I do not handle foreign income (aside from foreign income reported on a 1099 from a Brokerage) or 1031 exchanges.
Hourly Rate: In the rare event that I bill hourly, my rate is $400.
S-Corp Returns - Form 1120-S and C-Corp Returns - Form 1120
Base Price of $1,500 - Includes up to 10 depreciable items and includes a state return if applicable
Per additional depreciable item $20
Adjusting Journal Entries to correct books (per Entry) $30
Set up Accountable Plan for Home Office, vehicle, or other reimbursements $500
Per each additional shareholder (beyond 2) $50
Change in ownership $100
Partnership Returns - Form 1065
Base Pricing of $1,500 - Includes state return if applicable
Per additional depreciable item $20
Adjusting Journal Entries to correct books (per Entry) $30
Per each additional partner (beyond 2) $50
Change in ownership $100
Gift Tax Returns - Form 709
Base price of $600 - Includes 1 recipient and up to 6 gifts
Per each additional recipient $50
Per each additional gift $30
Tax Planning
Individual Tax Planning
Base Price of $200 - Includes 1 scenario/1 transaction (ex: Estimate of tax due for the year based on expected income)
Per additional transaction $50
Per additional Scenario $50
Per additional Year $50
Per additional State $100
Ex: If you have 2 potential stock option exercises and want to know the AMT impact if the fair market value at exercise is $50 vs if it falls to $40, the price of the tax plan would be $300 ($200 + $50 +$50) (2 scenarios, 2 transactions)
Business Tax Planning
S-Corp Analysis - Is it Beneficial to convert from an LLC to an S-corp? $1,000
PTE Analysis - Is it Beneficial to opt into a state's PTE election? $750