Prices start at $200. For that, I will prepare and file a basic Form 1040 with Schedules 1 – 6, including Schedule A and forms for children. A very basic Schedule B is also included, if necessary. All prices include one state return. If you moved states during the year, you will probably have to file in each state. Fees are based on the complexity of each state’s return.
Additional forms incur an additional charge, depending on complexity and number of transactions that make up the form.
For clients who can wear a face-mask but choose not to do so during our meetings, I am happy to mail returns for an additional charge of $120.00 (Priority Mail) or $138.85 (Priority Mail Express).
Business Returns and Bookkeeping
Prices will depend on how good your records are and how well you respond to requests for additional information. Business returns, or personal returns with a Schedule C that requires bookkeeping, start at $550.
Regular monthly bookkeeping and payroll is billed at an agreed monthly fee, dependent upon the number of transactions and the extent of the work required.
County property tax returns are $50 per form if I do monthly or quarterly bookkeeping and $250 per form otherwise.
Tax Planning and Representation
I am happy to discuss basic tax planning as part of the return preparation process and it is included in your fee. More detailed planning costs $100 per hour.
If you get a letter from the IRS or state taxing agency, I am happy to deal with it for you. The charge is $150 per hour, billed monthly. If you are a new client, I require a retainer, which reflects the complexity of the work and the anticipated time it will take to resolve the issue.
As an Enrolled Agent, I have an unrestricted right to represent you before all levels of the Internal Revenue Service. The only thing I cannot do is represent you in the US Tax Court or US District Court. Hopefully, it never gets that far….
Prices last updated June 18th, 2020.