Tax Services
Individual Tax Services
Base Price: Starting at $200
What’s included in the Base Price:
– Standard Form 1040: Filing of the primary federal return.
– W-2 Income: Standard wage-earner reporting.
– Standard Deduction.
– Interest & Dividends: Basic 1099-INT and 1099-DIV
– One State Return: Filing for a single resident state.
– E-filing & Secure Portal: Digital delivery
Factors that Increase Complexity (Add-on Fees):
– Itemized Deductions (Schedule A): Detailed medical expenses, mortgage interest, and charitable contributions.
– Self-Employment (Schedule C): Bookkeeping review, expense categorization, and home office deductions.
– Rental Properties (Schedule E): Depreciation schedules and property-specific expense tracking.
– Capital Gains/Losses (Schedule D): High-volume stock trading, crypto transactions, or cost-basis adjustments.
– K-1 Processing: Handling income from partnerships or S-Corps.
Corporate & Partnership Tax Services
Tax Prep begins at $550
What’s included in the Base Price:
– Federal Entity Filing: Preparation of Form 1120-S, 1065, or 1120.
– Basic Financial Statement Review: Entering data from a clean, balanced Profit & Loss and Balance Sheet.
– K-1 Distribution: Preparation of Schedule K-1s for up to two partners/shareholders.
– One State Business Return: Filing in the home state of the business.
Factors that Increase Complexity (Add-on Fees):
– Unorganized Books: If you have to perform “cleanup” or “shoe-box” accounting to get the numbers ready for the return.
– Multiple Shareholders: Additional K-1s beyond the first two.
– Multi-State Nexus: Filing returns in multiple states where the business does work.
– Complex Asset: Sale of business property, Section 179 deductions, or complex depreciation.
– Foreign Assets: Requirements for FBAR or Form 5471 reporting for international interests
