Services |
Description |
Fee |
| Electronic Filing |
IRS can mail a
check or Direct Deposit your refund within 2
weeks from the date of e-file acceptance.
|
FREE |
| Personal
Protection Plan
(PPP) |
Individual
Returns: annual fee
covers response to any letter audits from
the IRS or State for a period of 3 years |
$29 |
|
Individual Returns including Schedules C, E,
F & Businesses under $500k |
$39 |
|
Businesses with Revenue over $500k |
$49 |
|
Businesses with Revenue over $3,000,000 |
$75 |
|
The Personal Protection Plan (PPP) is a
valuable insurance you won't want to do
without. Daily, we see a drastic
increase in the amount of notices the IRS &
State agencies send out. Many of these
notices can be addressed with a responding
correspondence thereby preventing the
payment of unnecessary taxes. Not
having professional tax assistance when
dealing with these notices can be a costly
mistake. The $29 Plan covers one
tax return for a period of three years which
is the time the IRS or State agencies have
to question your taxes. The Plan
covers one tax year for three years.
This means it is necessary to purchase a
plan annually to cover each year you file
taxes. For example, your 2011 tax
return will be covered until April 15, 2015
for only $29. That's less than $10 per
year. Of course, there are returns
which would not warrant coverage such as tax
returns which do not itemize deductions.
However, if you itemize or file other
schedules with your taxes, we highly
recommend this coverage for you. The
coverage includes any letter responses and a
3-way phone call with an IRS agent if deemed
necessary. Without the coverage, we
charge an hourly rate of $75/hr to provide
these services. Providing the Plan to
all of our customers helps to keep your
costs down. Please note that letter audits
are different that live audits in which an
IRS agent must come in to examine records.
There is much more time involved in live
audits. In these cases, we charge an
hourly rate of $90 for representation by
Phil Mazziotta who is an IRS Enrolled Agent
and possesses the knowledge and skills
necessary to negotiate with the IRS or State
agencies. |
|
FORMS
|
| Federal 1040 |
No Schedule
A |
$145 & up |
| Federal 1040 |
Includes Schedule
A |
$200 & up |
| State Returns |
All 50 states
prepared |
$25 each state / $50 addl |
| EIC |
Earned Income Credit |
$40 |
| Schedule B |
Interest and Dividends (5 line items) |
$15
addl |
| Schedule C |
Self-Employment Income & Expenses (includes Sch. SE and Form 8829)
based on details |
$175 and up |
| Schedule D |
Capital Gains or
Losses (trades can be summarized together) |
$40/ up to 5 addl trades $10 |
| Due
to changed IRS regulations, Schedule D
transactions are now required to be itemized
and reported on up to 6 additional IRS
forms. Our pricing will vary and
depend on number and type of transactions.
We will not charge for additional forms. |
| Schedule E |
Rental Property (per location includes
Depreciation |
$125 |
| Schedule F |
Farm Income ( per entity) |
$175 and up |
| Form 1116 |
Foreign Taxes
Paid |
$40 |
| Form 2106 |
Employee Business Expenses |
$75 |
| Form 2441 |
Child/Dependent Care Credit |
$25 |
| Form 3903 |
Moving Expenses |
$50 |
| Form 4684 |
Casualties and Thefts Losses |
$75 and up |
| Form 6251 |
Alternative Minimum Tax |
$40 |
| Form 6252 |
Installment Sale |
$100 |
| Form 8283 |
Non-Cash Charitable Contributions |
$25 |
| Form 8606 |
Non-Deductible IRAs |
$15 |
| Form 8812 |
Additional Child Tax Credit (refundable) |
$25 |
| Form 8863 |
Education Credits |
$25 |
| Form 9465 |
Installment Agreement |
$30 |
| Federal 1040X |
Amended Federal
(current clients) |
$75 & up |
| Form K-1 |
Forms 1065, 1041
& 1120S |
$40 |
| 1120/1120S/1065 |
Corporation, S-Corp, Partnerships |
$275 and up |
| |
|
|
| Business
Services |
Business Start-Up:
Complete Business Formation
(includes EIN) with Federal & State
(Corporation, Partnership & LLC) does not
include state fee (paid directly by client
with credit card)
**See our
Business Startup Application |
$250 and up depending upon
state of formation |
| |
S-Corp Conversion
(Fed & State) |
$50 |
| |
Quarterly Payroll filing (941/NJ927/WR30) |
$150 each qtr |
| |
Quarterly Sales
Tax Filing (ST-50 online) |
$75 |
| |
Form 1096 &
1099-Misc |
$105 & up |
| |
Corporate Annual Report
Filing |
$35 |
| |
Dissolution of Corp or S-Corp |
$125 |
| |
Small Payroll (up
to 3 employees) incl. quarterlies, all year
end filings & W-2s |
$105/monthly |
| |
Bookkeeping
Services |
$55/hourly |
| |
|
|
|
Additional Services |
Financial Planning - Initial Consultation . |
$75 / hr |
| |
ITIN Application |
$175 |
|
Property Tax
Reimbursement Form (Senior Freeze) |
$25 |
|
Add'l copies of
tax returns & documents |
$15
per year |
| |
E-mail of
multiple tax years |
$15 |
|
FAFSA Application |
$30 |
| |
Offer in Compromise |
$350 |
| |
Offer in Compromise Follow-up |
$100 (estimate) |
| |
Return Redo requiring additional schedules |
$50 (estimate) |
| |
Return Redo return due to client error |
$50 |
| |
Service with a
smile :) |
always free |
