Individual Tax Preparation Fees

1040 base fee $215. Includes the following:
  • Up to 3 W2s (each additional $5)

  • Retirement income 1099-R

  • Social Security Income (SSA-1099)

  • Taxable Disability Income

  • Unemployment income (1099-G)

  • Taxable Refund (1099-G)

  • Cancelled Debt Income (1099-C)*

  • IRA Deduction

*Cancelled Debt Exclusion is an additional charge listed below

  • Student Loan Interest Deduction

  • Educator expenses

  • Health Saving Accounts (1099-SA)

  • Archers MSA (1099-SA)

  • Interest (1099-INT)

  • Dividends (1099-DIV)

  • One State Return

  • Recovery Rebate Credit/CA MCTR

  • Itemizing on federal and/or state—$80

(Includes up to 3 non-cash donation slips, each additional -$5 each)

  • Itemizing on federal and/or state with Appraised Non-Cash Donations—$130-$350

(Includes up to 3 non-cash donation slips, each additional -$5 each)

  • Additional state -$80/each

  • Stocks/covered securities (1099-B)—$20 per broker.

  • Uncovered stocks, Restricted Stocks (RSU), Options—$65 -$300

  • Cryptocurrency $25 per broker/wallet. Must provide 1099-B/Summary.**

  • Misc.Income (Non-business 1099-K, Jury Duty, Prices, Awards, Taxable Alimony, Settlements) -$25 (up to 3 1099-misc forms are included, additional $5/each)

  • Cancelled Debt exclusion -$50

  • Gambling (W2-G)- $20 (up to 3 included, additional $5/each)

  • Rental Income (Schedule E)—$150 per property

  • Depreciation $20/asset (max $500)

  • Sale of primary residence – $75-$150

  • Sale/disposition of business property—$100-$250 depending on complexity

  • Additional Medicare tax—$15

**(If no tax statement is available, clients must connect wallets to ZenLedger or a similar service to generate tax reporting documents).

  • Net Investment tax—$15

  • K-1 income—$25-$75 per K-1 depending on the complexity

  • Child Tax Credit (CTC)—$15

  • Earned Income Credit (EIC)—$15

  • Day Care credit—$25 per dependent

  • Educational Credits—$35

  • Electric vehicle credit—$50

  • Energy credit—$50

  • Foreign tax credit (1116)—$150

  • Foreign Income Exclusion (2555)- $150

  • Premium Tax Credit (1095-A)-$15

  • IRS adoption credit—$75

  • CA adoption credit—$75

  • NOL (federal or state) $100

  • Additional state credits—$50/each

  • CA 568 LLC $50-with tax return, $100-standalone

  • CA Unreimbursed Employee Expenses -$75

  • 1040X-$150+cost of the return with changes

  • Gift Tax Return (709) -$250

  • Foreign Gift Tax Return (3520) -$250

  • FBAR $120 (up to 3 accounts, $15 each additional)

  • W4 -$35

Additional Items:

Schedule C (Small Business).

Sole-Proprietors & SMLLCs (includes 1099-NEC, 1099-K forms)

  • Gross income $0-5K - $100

  • Gross income $5-25K - $150

  • Gross income $25-75k - $250

  • Gross income 75k+ - $300

***If you have multiple Schedule C's, each additional form is 25% off

Schedule C filers must provide:

1040 Client Care Packages

$79 Bronze plan

($504-$604 value)

$109 Silver Plan

($799-$899 value)

$209 Gold plan

($1874-$1974 value)

  • Quick emails, general tax law questions throughout the year ($59 value)

  • POA/TIA forms and transcript pulling ($100-$200 value) when needed.

  • Up to 1 hour of Tax resolution and representation services such as explanation of tax notices, response to tax notices, representation before IRS and the state, IRS correspondence audit assistance* ($295 value)

  • Help with W4 & W9 ($50 value)

  • Quick emails, general tax law questions throughout the year ($59 value)

  • POA/TIA and transcript pulling ($100-$200 value) when needed.

  • Up to 2 hours of Tax resolution and representation services such as explanation of tax notices, response to tax notices, representation before IRS and the state, IRS correspondence audit assistance* ($590 value)

  • Help with W4 & W9 ($50 value)

  • Quick emails, general tax law questions throughout the year ($59 value)

  • POA/TIA and transcript pulling ($100-$200 value)

  • Transcript monitoring ($350 value)

  • Up to 3 hours of Tax resolution and Representation services such as explanation of tax notices, response to tax notices, representation before IRS and the state, IRS correspondence audit assistance* ($885 value)

  • Off season tax planning/consultation appointment (1 hour) ($215 value)

  • First time penalty abatement (when eligible) ($215 value)

  • Help with W4 & W9 ($50 value)

*Client Care Packages can only be purchased with a current year Individual Return. Not available for back tax returns. Can't be purchased as a stand-alone product. The plans cover services for 1 year after the purchase. Field (in-person) audits are not included in care packages.