Tax Prep & Filing Fees

The fees shown are good for the 2024 tax season and are based on the most common tax forms. Your situation may require additional forms and filing fees. Additional fees may also be applied if you have a higher level of complexity. This will be communicated upon review of your previous years tax return.

Federal and one state e-file is included.

The base fee for tax prep and filing is $375. This will include:

Up to four W-2 and/or 1099s (additional W-2 or 1099 will be $10 each)
Schedule A (Itemized Deductions)
Schedule B (Interest and Dividends)
Schedule EIC (Earned Income Credit)
Form 2441 (Child and Dependent Care Expenses)

Additional Prep & Filing fees

Here are the following other fees that may be added:

Additional State Returns – $75 per state
Schedule C (Small Business Income, includes Sch SE) – $125
Form 8829 (Home Office Deduction) – $50
Schedule D (Capital Gains and Losses)- $50
Schedule E (Rental Income, includes depreciation forms) – $125 per property
K-1 – $50 per item
Form 2555 (Foreign Earned Income Exclusion) – $100
Form 4797 (Sale of Business Property) – $100
Form 8283 (Noncash Charitable Contributions over $500) – $25 for the first 5 items
Form 8949 (Sale of Capital Assets) – $35 per form
Form 3921 (incentive stock options)- $50
Form 3922 (employee stock options you purchase)- $50
Education Credits – $25
Paper filing – $25
1040X (Prior Year Amendments) – starting at $200
IRS/State Resolution Calls (not related to my work) – starting at $250 per hour