It’s life. Every year virtually all of us are required to file tax returns reporting our income and expenses. And, every year the tax laws change.
Self-filing is a viable option if your tax situation is simple. But once you’ve acquired some assets, you’ve received a notice, or you haven’t filed in awhile…it’s not a bad idea to have a professional prepare your tax returns.
- Self-Employment & 1099 Income
- Rental Income & Real Estate Acquisitions/Sales
- Depreciation Schedules
- 1031 Exchanges
- Loss Carryovers
- Dependents, Education & Child Care Credits
- Foreign Income and Account Reporting
- Retirement Contributions & Distributions
- Options & Grants
- Charitable Giving
- Sale, Purchase and Refinance of Primary or Secondary Residence
- Medical Expenses & Long Term Care
- Final 1040 returns for decedents
- Household employees aka Nanny tax
- Insolvency Filings
- Installment Agreements
- Estimated Payments
- Extension Payment Calculations & Filings
- Tax Planning
- Amended Filings
- Multiple Year Non-Filers
- PPP/EIDL Loans & Forgiveness
Base price for all 1040 filings is $1,000 per year. A monthly service contract is not required.
Most 1040 return packages for returning clients run a total of $1,000-$7,500 annually including all local and state filings. Clients with Schedule C or Schedule E income generally have invoices over $1,500 annually. Once an annual rate is set, it generally remains consistent for several years for long-term clients adjusted for inflation occasionally.
Extension calculations, a large number of source documents, turning in documents over several months in multiple file formats, QuickBooks or accounting file review and adjustments, a large amount of texting/email correspondence, frequent phone calls and consultations all generally increase the price of a standard annual invoice.
$1,000-$2,500 deposit starts most projects. Our firm invoices monthly or at the end of the project.
I accept credit cards, checks, cash, EFT, Paypal & Venmo.
Please inquire directly if you have pricing questions or concerns. Quotes available upon request.