1040 base fee $235. 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

• 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.

**(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)

• 8938 -Statement of Foreign Financial Assets

  - $120 up to 3 accounts ($15/each additional)

• W4 -$35

• 4868-1040 extension -$25 (or $215 deposit towards tax prep)

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:

• Income Statement

• or fill out Schedule C Business Income & Expenses organizer

• or request bookkeeping services.

Tax Preparation Fee Estimate Calculator

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.

*****all prices are valid until 06/01/2025*****

Client Care Packages Info in RU