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