Our prices are based on forms. Below are most of our forms and their prices. Not very many tax professionals will post their price list, I wanted to do this because we do get a lot of people price shopping and our prices are competitive. These prices do not include excessive emails to client requesting data. If this is the case then you will be billed $25 per email or phone call asking for the same data. We need the data at the time all items are dropped off. Please check the checklist on the "forms and tools" tab to be clear of tax documents we need at the time of drop.
|
Form Name |
Per Form |
Per Item |
Form Description |
|
Form 8824 |
$336.00 and up |
$0.00 |
Like-Kind Exchanges |
|
ES Summary |
$17.00 |
$0.00 |
Estimated Tax Summary Page |
|
Form 1040 |
$155.00 |
$0.00 |
U.S. Individual Income Tax Return |
|
Form 1040-NR |
$115.00 |
$0.00 |
U.S. Nonresident Income Tax Return |
|
Form 1040-SR |
$155.00 |
$0.00 |
U.S. Tax Return for Seniors, page 1 |
|
Form 1040-X |
$140.00 |
$0.00 |
Amended Income Tax Return |
|
Form 1099-G |
$6.00 |
$0.00 |
Certain Government Payments |
|
Form 1099-R |
$6.00 |
$0.00 |
Distributions from Pensions |
|
Form 1116 |
$35.00 |
$0.00 |
Foreign Tax Credit |
|
Form 1310 |
$45.00 |
$0.00 |
Deceased Taxpayer Refund Claim |
|
Form 2106 |
$50.00 |
$0.00 |
Employee Business Expenses |
|
Form 2441 |
$16.00 |
$0.00 |
Child and Dependent Care Expenses |
|
Form 2555 pg 1-2 |
$125.00 |
$0.00 |
Foreign Earned Income Exclusion, pages 1 and 2 |
|
Form 2848 |
$149.95 |
$0.00 |
Power of Attorney |
|
Form 3115 |
$325.00 and up |
$0.00 |
Appl for Change in Accounting Method, page 1 |
|
Form 3800 pg 1-2 |
$39.00 |
$0.00 |
General Business Credit, pages 1 and 2 |
|
Form 4562 |
$30.00 |
$2.00 |
Depreciation and Amortization |
|
Form 4684 |
$80.00 |
$0.00 |
Casualties and Thefts, page 1 |
|
Form 4797 |
$95.00 |
$6.00 |
Sales of Business Property |
|
Form 4852 |
$40.00 |
$0.00 |
Substitute for W-2 or 1099-R |
|
Form 4952 |
$18.00 |
$0.00 |
Investment Interest Expense Deduction |
|
Form 5405 |
$50.00 |
$0.00 |
First-Time Homebuyer Credit |
|
Form 5695 |
$35.00 |
$0.00 |
Residential Energy Credits |
|
Form 6252 |
$70.00 |
$0.00 |
Installment Sale Income |
|
Form 6781 |
$18.00 |
$0.00 |
Gains and Losses from Contracts and Straddles |
|
Form 7203 |
$35.00 |
$0.00 |
S Corp Shareholder Stock and Debt Basis Limitation |
|
Form 8379 |
$75.00 |
$0.00 |
Injured Spouse Allocation |
|
Form 8396 |
$60.00 |
$0.00 |
Mortgage Interest Credit |
|
Form 8582 pg 1-2 |
$6.00 |
$0.00 |
Passive Activity Loss Limitations, pages 1 and 2 |
|
Form 8582CR |
$45.00 |
$0.00 |
Passive Activity Credit Limitations |
|
Form 8606 |
$30.00 |
$0.00 |
Nondeductible IRAs |
|
Form 8828 |
$56.00 |
$0.00 |
Recapture of Federal Mortgage Subsidy |
|
Form 8839 |
$115.00 |
$0.00 |
Qualified Adoption Expenses |
|
Form 8863 |
$45.00 |
$0.00 |
Education Credits, page 1 |
|
Form 8867 |
$60.00 |
$0.00 |
Paid Preparer's Due Diligence Checklist |
|
Form 8889 |
$7.00 |
$0.00 |
Health Savings Accounts |
|
Form 8903 |
$50.00 |
$0.00 |
Domestic Production Activities Deduction |
|
Form 8908 |
$50.00 |
$0.00 |
Energy Efficient Home Credit |
|
Form 8915-F |
$17.00 |
$0.00 |
Qualified Disaster Retirement Plan Distributions |
|
Form 8936 |
$15.00 |
$0.00 |
Clean Vehicle Credits |
|
Form 8938 |
$40.00 |
$0.00 |
Specified Foreign Financial Assets |
|
Form 8948 |
$50.00 |
$0.00 |
Preparer Explanation for Not E-Filing |
|
Form 8958 |
$245.00 |
$0.00 |
MFS Community Property Allocation |
|
Form 9465 |
$28.00 |
$0.00 |
Installment Agreement Request |
|
Form 982 |
$38.00 |
$0.00 |
Reduction of Tax Attributes |
|
Form K-1 |
$35.00 |
$6.00 |
Ptr, Shareholder's, Beneficiary's Share |
|
Form W-2 |
$6.00 |
$0.00 |
Wage and Tax Statement |
|
Form W-2G |
$6.00 |
$0.00 |
Certain Gambling Winnings |
|
Schedule A |
$95.00 |
$0.00 |
Itemized Deductions |
|
Schedule C |
$65.00 |
$2.00 |
Profit or Loss from Business |
|
Schedule D |
$35.00 |
$0.00 |
Capital Gains and Losses |
|
Schedule E pg 2 |
$40.00 |
$0.00 |
Supplemental Income and Loss, page 2 |
|
Schedule EIC |
$60.00 |
$0.00 |
Earned Income Credit |
|
Schedule F |
$135.00 |
$0.00 |
Profit or Loss from Farming |
|
Schedule H |
$30.00 |
$0.00 |
Household Employment Taxes |
|
Wks 1231-C |
$17.00 |
$0.00 |
Form 4797 Section 1231 Loss Carryover Wks |
|
Wks Clergy 1 |
$17.00 |
$0.00 |
Worksheet for Clergy, page 1 |
|
Wks Clergy 2 |
$17.00 |
$0.00 |
Worksheet for Clergy, page 2 |
|
Wks Clergy 3 |
$17.00 |
$0.00 |
Worksheet for Clergy, page 3 |
|
Wks Clergy 4 |
$17.00 |
$0.00 |
Worksheet for Clergy, page 4 |
|
Wks QTP_ESA |
$33.00 |
$0.00 |
Coverdell ESA Distribution and Basis Worksheet |
Most states are $60 some are $80
If your return qualifies for what use to be a "1040 EZ" (includes w-2, interest and unemployment only)
Then we will do the NC state return for free. Your charge could be as low as $155-$190.
If you are a depedent of another and we do the parents return, then the dependent return is $40.
Form 1040X AMENDED RETURN Charge is $140 plus price of original return (if we did prepare the original, then $140 plus any forms that changed)
There are prices for forms that aren't on the above list because they might not be common forms or they are prepared for no charge.
This price list is for tax preparation only.
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NOT included in the tax preparation fee:
- If changes need to be made after the completion of the return (printed and bound) as a result of inaccurate or incomplete information provided by the client (minimum $25 additional charge per change)
- Quickbooks help or cleanup for clients
- If client of our firm and we need to assist or represent you in a tax audit, examination or inquiry
These items will be billed according to the time spent with a minimum of $50
Thank you for taking the time to review our pricing schedule.