Services & Fees
Services
We have been providing our clients the highest quality of personal and business income tax preparation for over 35 years. We work hard to simplify tax complexities. Our goal is to comply with the tax regulations, while at the same time, minimize your tax liability.
Our services include tax, financial & estate planning, small business startups, annual filings, financial statements and real estate sales.
We can assist you as an Official IRS Enrolled Agent with Offer in Compromise and tax audits.
Current Pricing Estimates
Fees for existing clients are usually discounted.
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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 each
(additional $10 for each Schedule) |
|
| Businesses with Revenue over $500k | $49 | |
| Businesses with Revenue over $3M | $90 | |
| The Personal 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 2015 tax return will be covered until April 15, 2019 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. More complicated returns containing Schedules C, E, F and businesses need advanced coverage. We will charge and additional $10 per Schedule. 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 $150/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 $180 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. | ||
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FORMS
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| FORM 1040 | Federal Individual Return with no Schedule A
With Schedule A |
$225 and up
$275 and up
|
| Form 1040-SR | Federal Senior Individual Return |
$190 and up |
| State Returns | Full year residents |
$75 for each additional state
|
| Part year residents |
$125 each state
|
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| EIC | Earned Income Credit |
$75
|
| Schedule B | Interest and Dividends (5 line items) |
$25
|
| additional line items |
$10/each
|
|
| Schedule C | Self-Employment Income & Expenses (includes Sch. SE and Form 8829) based on details |
$20K or less revenue-$125
>$20K revenue-$250 and up
|
| Schedule D | Capital Gains & Losses |
$15/Line Item
|
| Schedule E | Rental Property |
$200 and up
|
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$175 and up for each additional location
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| Schedule F | Farm Income |
$250 and up
|
| Form 1095A | Marketplace Insurance Statement |
$75 and up |
| Form 1116 | Foreign Taxes Paid |
$20 |
| Form 2106 | Employee Business Expenses |
$75
|
| Form 2441 | Child/Dependent Care Credit |
$100-1 child
$125-2 or more children
|
| Form 3903 | Moving Expenses |
$200
|
| Form 4684 | Casualties and Thefts Losses |
$200 and up
|
| Form 4797 | Sale of Business Property |
$300
|
| Form 6252 | Installment Sale |
$100
|
| Form 8606 | Non-Deductible IRAs |
$50
|
| Form 8812 | Additional Child Tax Credit (refundable) |
$50
|
| Form 8863 | Education Credits |
$140
|
| Form 8835 | Renewable Electricity Production |
$125
|
| Form 8938 | Specified Foreign Financial Assets |
$125
|
| Form 8834 | Qualified Electric Vehicle |
$150
|
| Form 8965 | Exemptions for Marketplace Insurance |
$20 each
|
| Form 9465 | Installment Agreement |
$150
|
| Home | Sale of Primary Residence |
$250
|
| RRC | Recovery Rebate Credit |
$35
|
| MFS | Married Filing Separately Optimization Worksheet |
$200
|
| FORM 1040X | Amended Federal (current clients-we prepared original return)
Amended Federal (new clients-we did NOT prepare original return) |
$125 and up
$225 and up
|
| Federal 1041 | Fiduciary Return |
$250 and up
|
| Form K-1 | Forms 1065, 1041 & 1120S |
$80/ea |
| 1120/1120S/1065 | Corporation, S-Corp, Partnerships |
$350 and up
|
| Business Services | Business Start up: SS-4 filing only |
$150 |
| Complete LLC Formation Inculding EIN |
$375 |
|
| S-Corp Conversion |
$100 |
|
| Form 1096 & 1099 Misc |
$110 and up |
|
| Corporate Annual Report Filing |
$150 |
|
| Dissolution of Corp or S-Corp |
$150 |
|
| Profit & Loss Statement |
$200 |
|
| Balance Sheet |
$150 |
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| Self-Employment Letter
|
$100 | |
| Additional Services | Financial Planning – Initial Consultation . |
$125 / hr
|
| Letter Audit Response |
$150 and up
|
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| Property Tax Reimbursement |
$25
|
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| Additional hard copy of tax return |
$15
|
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| Digital copy (CD or email) current year |
$5
|
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| Digital copy (CD or email) prior year
Certified Mail |
$10
$10
|
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| FAFSA Application Assistance |
$100
|
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| Offer In Compromise |
$350 and up
|
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| Offer In Compromise Follow up |
$100 and up
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| FBAR
Sales Tax Filing |
$100 and up
$80/qtr
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| Military Discount |
20% off
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| Service with a smile 🙂 |
always free |
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