Our Fixed Fee Policy: If you are taken on as a client, you will not be charged additionally for each schedule, form, dependent, etc. As your Accountant, I will be available throughout the year for any type of question you have or consultation needed.
Prices Per Return
Simple Return (1 W-2, 1-2 Forms) $150
Standard Return (1 W-2, 3+ Forms) $200
Joint Return (2 W-2s + Any Forms) $350
Other Income Returns (1099s + Any Forms) $450
Self-employment Returns (Schedule C or K, + W2s + Any Forms) $650
Suggested Tax Checklist
- INCOME
- W-2: Employment
- 1099-MISC: Non-employment
- 1099-INT: Interest
- 1099-DIV: Dividend
- 1099-R: Pension Distributions
- 1099-G: Unemployment
- SSA-1099: Social Security
- INCOME ADJUSTMENTS
- Property and School taxes paid
- 1098-T: Tuition Statement
- 1098-E: Student Loan Interest
- Self-employment expenses
- Health insurance premiums paid
- Rental property info
- Rent
- Expenses
- Number of days available for rent
- Form 5498: IRA Contributions
- New home energy efficiency improvement records
- Long-term care insurance premiums
