Pricing
Price List – Tax Season 2023
Prices effective January 1, 2024
Discounts: We do not offer discounts. Our pricing is standardized and competitive. For more information, CLICK HERE
Rush Fee: A 20% rush fee will be applied to all returns if all information required to complete the return is not submitted to us within 15 days of any tax filing deadline. For more information, CLICK HERE
| Form/Schedule | Description | Price |
|---|---|---|
| Form 1040 & State | Individual Federal & One State Tax Return | 180 |
| Form 1040 w/o State | Individual Federal & No State Tax Return | 150 |
| Additional State Return | Additional State Return (Per State) | 75 |
| City/Local Filings | Individual Local Tax Return (Per Return) | 75 |
| Form 1040 Extension - Detailed | Detailed Processing To Approximate Tax Liability Based On Available Information | 125 |
| Form Extension - Simple | All Zeroes Reported to Avoid Late Filing Penalty | 75 |
| Rush Fee | Within 15 Days of Any Filing Deadline | 20% |
| Amended Federal Return | 1040 Federal Amended Return (Per Year) | 225 |
| Amended State Return | Amended State Return (Per Year) | 125 |
| Additional W-2 | Additional W-2 (If More Than 1 Per Return) | 25 |
| Form 1099 | 1099 (Per Form) | 35 |
| Form 1099B | 1099B (Per Entry on Form 1099B) | 35 |
| Stimulus | Stimulus Payment Reporting | 25 |
| Child Tax Credit | Child Tax Credit Reporting (Per Child) | 25 |
| Form 2441 | Child & Dependent Care Expenses (Per Provider) | 25 |
| Education | Education Credits (Per Child and/or Institution) | 25 |
| Form 1098-E | Student Loan Reporting (Per Form) | 35 |
| Form 8959 | Additional Medicare Tax | 75 |
| Alimony | Alimony Reporting | 40 |
| Schedule A | Itemized Deductions | 75 |
| Form 8283 | Schedule A Non-Cash Donations > $500 | 30 |
| Schedule C | Sole Proprietorship (Per Business) | 125 |
| Form 8829 | Business Use of Home (Per Business) | 35 |
| Home Sale - Gain | Sale of Primary Residence With Capital Gain | 50 |
| Home Sale - No Gain | Sale of Primary Residence if No Capital Gain | 25 |
| Schedule E - Rental | Rental Property (Per Property/Unit) | 100 |
| Schedule E - Royalties | Royalty Reporting (Per Royalty) | 35 |
| Rental Property Sale - In State | Sale of Rental Property - In Same State as Primary Residence | 125 |
| Rental Property Sale - Out of State | Sale of Rental Property - In Different State as Primary Residence | 200 |
| Form 8936 EV Credit - FED | Federal Qualified EV Credit | 75 |
| EV Credit - STATE | State Qualified EV Credit | 50 |
| Moving | Moving Expense Deduction For State | 35 |
| Form 8606 | IRA Contributions | 35 |
| Form 8606 | IRA Backdoor Conversions | 35 |
| K-1 Filing | K-1 Filing | 100 |
| RSU - Simple | RSU/ESPP/ESOP (Per Source Document, Even if Listed on W2) | 75 |
| RSU - Complex | RSU/ESPP/ESOP (Per Source Document, Even if Listed on W2) - Complex | 125 |
| Cryptocurrency | Cryptocurrency Reporting (Per Report) | 45 |
| Cryptocurrency - Complex | Cryptocurrency Reporting (Complex Transactions) | 75 |
| Form 8316 | Request Refund of FICA Tax | 125 |
| First Year Choice | First Year Choice Election (Per Taxpayer) | 100 |
| Foreign Income | Foreign Income - Foreign Bank Only (Per Account) | 25 |
| Foreign Income | Foreign Income - Interest & TDS (Per Account) | 40 |
| FBAR | Foreign Bank Account Reporting (up to 2 Bank Accounts) | 75 |
| Form 8938 - FATCA | Foreign Financial Assets > $50K | 125 |
| Form 3520 | Reporting of Foreign Gifts | 150 |
| Foreign - MI/PT | Foreign Mortgage Interest/Property Tax (Per Property) | 125 |
| Form 8621 | Reporting of Foreign Mutual Funds PFIC (Per Account) | 50 |
| Foreign Rental Income | Foreign Rental Income/Expense (Per Property) | 150 |
| Form 1042-S | Foreign Source Income Subject to Withholding (Per Form) | 40 |
| Form 8843 | Statement For Exempt Individuals | 40 |
| Form 1116 | Foreign Tax Credit | 35 |
| Business Returns | 1065, 1120C, 1120S - Based on Complexity of Return -- Starting at | 750 |
| Hourly Rate | IRS/State Letter Responses, General Inquiries & Assistance | 125 |
| Paper File Fee (Rather Than PDF/eFile) | 75 | |
| Processing Fee For Disorganized Supporting Documentation -- Starting at | 75 | |
| "What If" & "Best Filing Status" Analysis | 125 |