Price List – Tax Season 2020

Prices effective January 1, 2021

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 1040 & StateIndividual Federal & One State Tax Return150
Form 1040 w/o StateIndividual Federal & No State Tax Return125
Additional State ReturnAdditional State Return (Per State)50
City/Local FilingsIndividual Local Tax Return (Per Return)50
Form 1040 Extension - DetailedDetailed Processing To Approximate Tax Liability Based On Available Information100
Form Extension - SimpleAll Zeroes Reported to Avoid Late Filing Penalty50
Rush Fee
Within 15 Days of Any Filing Deadline20%
Amended Federal Return
1040 Federal Amended Return (Per Year)200
Amended State ReturnAmended State Return (Per Year)100
Additional W-2Additional W-2 (If More Than 1 Per Return)10
Form 10991099 (Per Form)10
Form 1099B1099B (Per Entry on Form 1099B)15
StimulusStimulus Payment Reporting20
Child Tax CreditChild Tax Credit Reporting (Per Child)20
Form 2441Child & Dependent Care Expenses (Per Provider)20
EducationEducation Credits (Per Child and/or Institution)25
Form 1098-EStudent Loan Reporting (Per Form)10
Form 8959Additional Medicare Tax50
AlimonyAlimony Reporting25
Schedule AItemized Deductions50
Form 8283Schedule A Non-Cash Donations > $50020
Schedule CSole Proprietorship (Per Business)100
Form 8829Business Use of Home (Per Business)35
Home Sale - GainSale of Primary Residence With Capital Gain50
Home Sale - No GainSale of Primary Residence if No Capital Gain25
Schedule E - RentalRental Property (Per Property/Unit)75
Schedule E - RoyaltiesRoyalty Reporting (Per Royalty)25
Rental Property Sale - In StateSale of Rental Property - In Same State as Primary Residence100
Rental Property Sale - Out of StateSale of Rental Property - In Different State as Primary Residence200
Form 8936 EV Credit - FEDFederal Qualified EV Credit50
EV Credit - STATEState Qualified EV Credit50
MovingMoving Expense Deduction For State25
Form 8606IRA Contributions25
Form 8606IRA Backdoor Conversions25
K-1 SingleK-1 w/Activity in 1 State25
K-1 MultipleK-1 w/Activity in Multiple States (Each Addt'l State)20
RSU - SimpleRSU/ESPP/ESOP (Per Source Document, Even if Listed on W2)50
RSU - ComplexRSU/ESPP/ESOP (Per Source Document, Even if Listed on W2) - Complex100
CryptocurrencyCryptocurrency Reporting (Per Report)30
Cryptocurrency - ComplexCryptocurrency Reporting (Complex Transactions)75
Form 8316Request Refund of FICA Tax100
First Year ChoiceFirst Year Choice Election (Per Taxpayer)75
Foreign IncomeForeign Income - Foreign Bank Only (Per Account)10
Foreign IncomeForeign Income - Interest & TDS (Per Account)30
FBARForeign Bank Account Reporting (up to 4 Bank Accounts)50
FBAREach Additional Bank Account10
Form 8938 - FATCAForeign Financial Assets > $50K100
Form 3520Reporting of Foreign Gifts75
Foreign - MI/PTForeign Mortgage Interest/Property Tax (Per Property)75
Form 8621Reporting of Foreign Mutual Funds PFIC (Per Account)40
Foreign Rental IncomeForeign Rental Income/Expense (Per Property)100
Form 1042-SForeign Source Income Subject to Withholding (Per Form)35
Form 8843Statement For Exempt Individuals35
Form 1116Foreign Tax Credit25
Business Returns1065, 1120C, 1120S - Based on Complexity of Return -- Starting at750
Hourly RateIRS/State Letter Responses, General Inquiries & Assistance120
Paper File Fee (Rather Than PDF/eFile)75
Processing Fee For Disorganized Supporting Documentation -- Starting at75
"What If" & "Best Filing Status" Analysis100