BASIC FEE (form 1040 and 1040SR) up to 4 W-2s
$105
Itemized Deductions (Sched A)+ $50
Investment Income (Sched B) (interest and dividends)+ $25
Small Business Income (Sched C)-includes Sch SE + $125
Capital Gains Income (Sched D)+ $50
Schedule EIC (Earned Income Credit)+ $50
Rental Property Income (Sched E pg 1) (1 property)+ $80
Additional Rental Properties+ $40
Trust, Estate, Partnership income (Sched E, pg. 2)+ $50
Education Credits (Form 8863)+ $25
Schedule H (Domestic Employee (nanny))+ $35
State Returns (with a federal return*)+ $40 (each state)
Local tax return+ $20
Sale of Business or Capital Assets (4797 and 8949)+ $20
Installment Sales (form 6252)+ $125 first year
Change of Accounting Method (form 3115)+ $150
Cancellation of Indebtedness (form 982)+ $50
Foreign Tax Credit (> $600) (Form 1116)+ $25
Each Publicly Traded Partnership K-1+ $25
Business Use of Home (Long Form 8829)+ $50
Foreign Earned Income Exclusion (Form 2555)+ $60
Form 3903 (Moving Expenses) + $25
Extension of time to file $35
Paper filing + $25
1040X (Prior Year Amendments) starting at $100
Bookkeeping/ Excess Organizing of Tax source data $75/ .5 hrs.
 Representation and Planning Services:
Respond to a letter/notice (not related to my work)$100 + $150/hour over 2 hours
IRS/State calls (not related to my work) $100 plus
Examination (Audit) Assistance **$500 + $250/hour over 3 hours
Tax Planning & Strategy$100/hour, minimum $50 (a half hour)

*State returns without a federal return are $80

**Current clients only.

Fees shown are good for the 2021 tax season are based on the most common types of tax returns. Your unique situation may require additional forms and filing fees.

Federal and State e-file is free with every current year return.