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Fee Schedule 2023

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Tax Services of Hawaii

2023 Tax Prep Fee Schedule

For personal returns Form 1040 is required.  All other forms needed to file your personal tax return are in addition to the Base Fee.

PERSONAL RETURN

Form 1040 (includes one state) - Minimum Base Fee

$425

Schedule A

$50

Out of State Return (Second, third, etc. – each)

$100

QBID 199A (Standard)

$50

QBID 199A (Complex)

Variable Per Item

Form 1045

$300

State/Fed non-conformity

Variable Per Item

 

 

SCHEDULE C & F

 

Business or Farm Income (Schedule C)**

$200 1st, $150 each addt’l

Self Employment Tax Sch SE

$25

Depreciation Schedule @

$10 per item

Home Office (Form 8829)

$50

 

SCHEDULE D TRANSACTIONS

Schedule D (per form)

$40

Form 8949 (each)

$5 per item

Form 8453 Special Attachment

$50

Qualified Small Business Stock

$150

Sale of Residence

$150

Schedule 4797 transactions/recap

$150

Installment Sale (Form 6252)

$50

1031 Tax Deferred Exchange (Form 8824)

$350

Foreclosure, Short Sale, COD Income and Repos (Form 982)

$200

 

 

Other Schedules and Forms

Rental Property (Schedule E)***

$175 each property

Partnership, S Corp, Trust K-1

$50 each

Rollover/Conversions (Form 8606)

$50

Foreign Income (Form 2555)

$300

Foreign Assets (Form 8938)

$75 per item

FBAR Filing

$75 each account

Non-Cash Contributions (Form 8283)

$100

Household Employees (Schedule H)

$250

Health Savings Account

$25

Casualty Loss (Form 4684)

$100

Mortgage Worksheet ****

$250

 

 

TAX CREDITS

 

Child Tax Credit (Form 8812)

$75

Childcare Credit (Form 2441)

$50

Recapture of Investment Tax Credit (Form 4255)

$100

Earned Income Credit (EIC)

$250

Tax Paid to Another State (Credit)

$100

Energy Credit (Form 5695)

$125 each

AMT (Alt Min Tax)

$50

Education Credit (Form 8863)

$50 each

Stimulus/CTC Worksheet and Calculation

$50

 

 

OTHER ITEMS

 

Amended Prior Year Tax Return (If we prepped return)

$150

Printed Copy of Tax Return

$35

Postage and Handling (USA)

$20

Form G45/G49 filing

$150 each

Form 1099 or W-2 Prep

$35

Trust/Corporate/Partnership Return (Inc/Assets <$250k)**

$1250

Trust/Corporate/Partnership Return (Inc/Assets >$250k)**

$2500++

Consulting and Audit Rep hourly rates

From $175

Technology Fee (per filing)

$25

1099NEC Filings

$25 each

Form 2848 – IRS Power of Attorney

$250 each

Offer in Compromise Evaluation

$2,500

 

*We charge additionally for a few other schedules and forms not listed here and we charge hourly for those who need extra time and attention.

**Depends on complexity and how organized your documents are.

***A discounted rate applies to clients with more than five rentals

**** If your mortgage loan balance exceeds $750,000, the IRS requires that you complete this worksheet since your mortgage interest deduction will be limited.  You will need to provide your monthly mortgage statements for the entire year as we will need these to compute and complete this worksheet.

Retainers/Deposits:

We require a minimum $400 deposit for new clients filing personal tax returns and $800 for new clients filing business tax returns PRIOR to commencing work on your return.

 

Other Discounts Available:

  • Available discounts for multiple tax returns prepared
  • Current bookkeeping clients receive discount on all tax services

 

PRICING SUBJECT TO CHANGE WITHOUT PRIOR NOTICE