**15% off of individual returns for military, veterans, first responders and teachers

As a spouse of a veteran, I would like to give back to those who also serve or have served. Please make sure to mention this offer and provide proof of service to receive your discount.

Tax Prep & Filing Fees

The fees shown are good for the current 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 or during your introductory call.

Individuals & Families-

The base fee for federal filing is $175.

This will include the 1040 and Schedules 1, 2, and 3.
Up to four W-2 and/or 1099s (additional W-2 or 1099 will be $10 each)
Schedule B (Interest and Dividends)
Schedule EIC (Earned Income Credit)- if applicable
Child and Dependent Care Expenses and Child tax credit

Small Business Returns (sole proprietor)-

The base fee for federal filing is $325. You must already have a bookkeeping system in place that can generate reports for your filing.

This will include the items listed in the individual & family portion above plus-
Schedule C (Small Business Income, includes Sch SE)
Form 8829 (Home Office Deduction)
QBI deduction- if applicable

Additional Prep & Filing fees

Here are the following other fees that may be added depending on your situation:

State Returns – $75 per state
Schedule A (Itemized deductions)- $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 $150
IRS audit, letter or notice response- starting at $250 per hour

**I do not provide representation services for tax returns that I did not prepare