Fee Schedule for Tax Preparation Starting October 17, 2023

BASIC FEE (form 1040 and 1040SR)$125
up to 4 W-2s
Itemized Deductions (Sched A)$50
Investment Income (Sched B) (interest and dividends)$30
< 11 entries
Small Business Income (Sched C)-includes Sch SE$135
Capital Gains Income (Sched D)$55
Schedule EIC (Earned Income Credit)$55
Rental Property Income (Sched E pg 1) (1 property)$90
Additional Rental Properties$60
Each new rental property after first, Rental Set up Fee$25
Trust, Estate, Partnership income (Sched E, pg. 2)$60
Education Credits (Form 8863)$25
Schedule H (Domestic Employee (nanny))$40
State Returns (with a federal return*)
$55 (first state)
states increase by $5 increments: 2nd $60, 3rd $65, etc.
Local tax return$30
Sale of Business or Capital Assets (4797 and 8949) $55
<11 items
1031 Exchange (1 asset to 1 asset) Form 8824$250 min.
each additional asset$75
Installment Sales (form 6252)$150
Change of Accounting Method (form 3115)$350 min.
Cancellation of Indebtedness (form 982)$60
Foreign Tax Credit (> $600) (Form 1116)$50
Each Publicly Traded Partnership K-1$30
Business Use of Home (Long Form 8829)$50
Foreign Earned Income Exclusion (Form 2555)$60
Form 3903 (Moving Expenses)$35
Form 8283 non-cash charitable contr$25
up to 5 entries
Form 8889 HSA$25
Extension of time to file$100
$50 applies as credit to subsequent return
Paper filing$50
1040X (Prior Year Amendments)starting at $160
S-corp and Partnership Returnsstarting at $800
Bookkeeping/ Excess Organizing of Tax source data$100/.5 hrs
 Representation and Planning Services:
One hour included w/ tax prep -for after tax season use
This typically covers basic questions with little to
no research required and some basic
withholding/estimated tax check ups.
Gold Tax Consulting Plan –$700
up to 5 hours of representation and planning
services. Planning and any representation services
are for the remainder of the year. Representation
for the specific tax return is for the life of the
return. Paid at time of filing tax return.
Platinum Tax Consulting Plan –$1200
up to 10 hours of representation and planning
services. Planning and any representation services
are for the remainder of the year. Representation
for the specific tax return is for the life of the
return. Paid at time of filing tax return. 
Transcript Monitoring Service 
$400/3 years
Respond to a letter/notice (not related to my work)$200/ hr, min. $100
IRS/State calls (not related to my work)starts at $100
Examination (Audit) Assistance **$500 + $250/hr if over 3 hours
Tax Planning & Strategy$200/hr, min. $100
Tax Preparation Retainer20% of tax prep fee
Onboarding fee (new tax prep clients)the higher of $200 or 20% of tax prep fee

*State returns without a federal return are $130

**Current clients only.

Fees shown are good starting 10/17/2023 and for 2024 tax season (tax year 2023 returns) and prior year returns. These are based on the most common types of tax returns. Your unique situation may require additional forms, additional time, and filing fees.

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