Individual Tax Preparation Fees
1040 base fee $255. 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 (allocation of income between states, even if another state has no income tax)
Local municipal return -$80 (local returns may need to be filed by residents of the following states: AL, CO, DE, IN, IA, KY, MD, MI, MO, NY, OH, OR, PA, WV)
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
1040 ES -estimated tax vouchers + state vouchers - $35 (based on last year's income/witholdings only). For custom calculations, please schedule a tax planning appointment.
Net Investment tax—$15
K-1 income—$25-$95 per K-1 depending on the complexity
**(If no tax statement is available, clients must connect wallets to ZenLedger or a similar service to generate tax reporting documents).
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
8824 -Like Kind Exchanges — $199
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 -$2500 (depending on complexity)
FBAR $120 (up to 3 accounts, $15 each additional)
8938 -Statement of Foreign Financial Assets
- $120 up to 3 accounts ($15/each additional)
W4/CA DE 4 -$35
4868-1040 extension -$0 (with tax preparation deposit)
9465 Installment agreement filed with the return -$120
Dependent W2 only 1040 return-$69
Injured Spouse (8379) -$149
Priority/Rush Tax Preparation (engagement signed and documents uploaded less than 30 days before tax deadline) -$250
Additional forms:
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:
Income Statement
or fill out Schedule C Business Income & Expenses organizer
Amended Tax Returns:
Second Look Review: $255 (goes toward the amended return, if an amendment is needed)
1040x - $150 + the cost of the return per form.
(Clients who filed the original return with AM Tax Inc. - inquire for custom pricing)
1040 Client Care Packages
$79 Bronze plan
($504-$604 value)
$109 Silver Plan
($799-$899 value)
$209 Gold plan
($1894-$1994 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) ($235 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 that isn't getting filed late. (Returns on extensions qualify).
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.
**Client Care – Tax Resolution & IRS Representation (Examples):
Resolving IRS paper audit notices, calling the IRS regarding delayed or missing refunds, reviewing and responding to IRS notices, requesting and analyzing IRS transcripts, assisting with penalty relief (gold plan only), correcting IRS account errors, checking on installment agreements, and communicating with the IRS on your behalf.
*****all prices are valid until 06/01/2026*****
