Fee Schedule 2024

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

1099R

$5/each

SCHEDULE C & F

Business or Farm Income (Schedule C)**

$200 1^st, $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)

$450

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)

$450

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)**

$1500

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

$2500++

Consulting and Audit Rep hourly rates

From $175

Technology Fee (per filing)

$25

Form 2848 – IRS Power of Attorney

$1500

Offer in Compromise and Installment Plan Evaluation

$2,500 (includes Form 2848)