Flat Fee for Personal Tax Preparation
| Federal Tax Return | $349 |
| if Gross Income Exceeds $100,000 | $449 |
| State Tax Return | $99 |
Flat fee includes the following forms: 1040, 2555, 1116, one Sch.C, one Rental property, up to 5 Bank Interest/Dividend entries, up to 5 brokerage transactions.
If your tax return includes a large number of brokerage transactions, options trading, HSA account, more than one rental property, sale of business property, corporate return, or other complex tax forms, please contact us for a custom quote.
We extend a 20% discount to clients who file |  |
| Canadian Tax Return | $350 |
| UK Tax Return | GBP 350 |
Additional Forms That May Be Required
|
Form 1040X (Amended Return) |
$100 + Base Price |
| Form 8891 (Canadian RRSP) | $75 |
| Non-Resident Tax Return | $100 + Base Price |
| Form 5471 | From $500 |
| S Corporation | $450 |
| Partnership Form 1065 | From $450 |
| Schedule K-1 | $75 |
| HSA Account | $75 |
| Additional Rental Properties | $75 |
| Sale of Business Property | $100 |
| Adoption Expenses (form 8839) | $100 |
| Installment Agreement | $75 |
Additional Tax Services
| Tax Return Review | $100 (applied towards fixing the errors if found) |
| Agent Services | $250 per year |
| Mini Consultation | $200 for 30 minutes on the phone |
| FBAR (Form TDF 90-22.1) | $100 per one form with up to 5 accounts. $25 for each additional account |
| FATCA (Form 8938) | $100 per one form with up to 5 accounts. $25 for each additional account |
New Client Referrals
In order to thank existing clients who recommend us to their friends we have instituted a Referral Program. For each referred client you will earn $75 in tax preparation credit.
But wait - it gets even better! If you put us in touch with your HR department and your company recommends us to 5 or more other employees, we'll give you 1 year of tax preparation absolutely free.