Whitney & Associates | Fee Schedule
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Keeping your hard-earned money in your pockets is our main focus. Keeping you tax compliant is our second. See why so many businesses and individuals choose us.

Base Pricing Packages:

• Basic Tax Return Package (no Schedule A included) $500.00

• Itemization Package (Schedule A included)  $600.00

• Mobile Tax Appointment at Your Convenient Location (varies)

• Hourly rate is $350.00 for Consultations, Representation, and Tax Planning


Entity Services:

• Business & Entity Tax Preparation – Financial Statements Provided by Client
(Asset Management, Basis Calculations, and Multiple Schedules Extra) $1500.00+

• Consultation and System Setup Fee for New Entity Bookkeeping/Record Keeping $500.00

• Periodic Bookkeeping Services for Existing Entities (Hourly Charge) $125.00

• Bookkeeping Services for Existing Entities / Data Entry Only (Hourly Charge) $80.00


Additional Items:

• Profit and Loss from Business (Schedule C) (Per Business) Asset Entry & Depreciation Extra $200.00

• Section 199A Qualified Business Income Deduction $150.00

• Home Office Deduction (Form 8829) $100.00

• Sales and Disposition of Capital Assets (Form 8949) $60.00

• Capital Gains and Losses (Schedule D) Fee is $10.00 per Trade or $75.00 per Summary Report

• Income or Loss from Rents/Royalties (Schedule E, Page 1) $200.00/per property

• Income or Loss from S Corporations/Partnerships (Form K-1 Entry) $75.00

• Sale of Business Property (Form 4797) Fee is per Item Sold $250.00

• Sale of Primary Residence $250.00

• Unreimbursed Employee Business Expenses $100.00

• Education Credit Analysis $100.00

• Amended Returns (Form 1040X/Schedule X) $500.00

• Complex Returns (Hourly Charge) Review, Revisits, Research, Accounting and Compiling $350.00

Please note our price list reflects competitive market rates. We’ll be glad to provide you with a quote based on your specific filing requirements. We prefer to meet with our business owners for planning and projections, at which time we discuss anticipated charges. All quotes are estimates based on information provided and actual prices may vary depending on tax filing requirements.