Services & Fees
Services
We have been providing our clients the highest quality of personal and business income tax preparation for over 25 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, payroll, quarterly and annual filings including W-2s, 1099s and sales tax reporting, 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
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Description |
Fee
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| 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 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. 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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| Federal 1040 | No Schedule A |
$150 and up
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| Federal 1040 | Includes Schedule A |
$200 and up |
| State Returns | All 50 states prepared |
$25 each state / $50 addl
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| EIC | Earned Income Credit |
$40
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| Schedule B | Interest and Dividends (5 line items) |
$15 addl
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| Schedule C | Self-Employment Income & Expenses (includes Sch. SE and Form 8829) based on details |
$225 and up
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| Schedule D | Capital Gains or Losses (trades can be summarized together) |
$40/ addl trades $10 each
|
| Schedule E | Rental Property (per location includes Depreciation |
$140
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| Schedule F | Farm Income ( per entity) |
$250 and up
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| Form 95A | Marketplace Insurance Statement |
$30 and up |
| Form 1116 | Foreign Taxes Paid |
$40 |
| Form 2106 | Employee Business Expenses |
$75
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| Form 2441 | Child/Dependent Care Credit |
$25
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| Form 3903 | Moving Expenses |
$50
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| Form 4684 | Casualties and Thefts Losses |
$100 and up
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| Form 6251 | Alternative Minimum Tax |
$40
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| Form 6252 | Installment Sale |
$100
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| Form 8283 | Non-Cash Charitable Contributions |
$25
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| Form 8606 | Non-Deductible IRAs |
$15
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| Form 8812 | Additional Child Tax Credit (refundable) |
$25
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| Form 8863 | Education Credits |
$25
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| Form 8962 | Special Circumstances Premium Tax Credit for Marketplace Insurance |
$10 and up
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| Form 8965 | Exemptions for Marketplace Insurance |
$10 each
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| Form 9465 | Installment Agreement |
$30
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| Federal 1040X | Amended Federal (current clients) |
$100 and up
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| Federal 1041 | Fiduciary Return |
$250 and up
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| Form K-1 | Forms 1065, 1041 & 1120S |
$40 |
| 1120/1120S/1065 | Corporation, S-Corp, Partnerships |
$275 and up
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| Business Services | Business Start-Up:
SS-4 filing only / complete LLC Formation (includes EIN) |
$150 / $375 |
| S-Corp Conversion (Fed & State) |
$100 |
|
| Quarterly Payroll filing (941/NJ927/WR30) |
$150 & up (each qtr) |
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| Form 1096 & 1099-Misc |
$110 and up |
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| Corporate Annual Report Filing | $35 | |
| Dissolution of Corp or S-Corp | $150 | |
| Bookkeeping Services | $55/hourly | |
| Additional Services | Financial Planning – Initial Consultation . |
$125 / hr
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| Letter Audit Response |
$150 and up
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| Property Tax Reimbursement Form (Senior Freeze) |
$25
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| Add’l hard copies of tax returns & documents |
$15
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| Electronic encrypted upload of tax data or CD |
$5 |
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| FAFSA Application Assistance |
$50
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| Offer in Compromise |
$350
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| Offer in Compromise Follow-up |
$100 (estimate)
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| Return Redo requiring additional schedules |
$50 (estimate) |
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| FBAR |
$50 and up
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| Military Discount |
20% off
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| Return Redo return due to client error |
$50 plus any add’l forms
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| Personal Protecion Plan (PPP) | Annual fee covers response to any letter audits from the IRS or State for a period of 3 years for each return year you are covered |
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| Individual Returns |
$29
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| Individual Return with Schedules C, E, F & Business Returns with revenue under $500K |
$39
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| Business Returns with revenue over $500k and under $3,000,000 |
$49
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| Business Returns with revenue over $3,000,000 |
$90
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| Service with a smile 🙂 |
always free |
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