Fees for 2017 and Earlier Tax Returns

Our Prices for 2017 Tax Returns

Our flat fees make us a little unusual. Everyone gets the same attention, regardless of how many W2s or interest statements they have. We call it “Tax Prep With a Brain.” All is done via phone/fax/email.  Isn’t this modern world amazing?    😀
PLEASE NOTE: THE APPROACHING 2018 TAX YEAR PRICES WILL BE LOWER (for returns being completed in 2019 due to the simplification of the tax regs.)

  • Send us your documents, we enter them into our system.
  • Next, we contact you to set a phone appointment, where we will review your year, and answer questions.
  • After the appointment, you get a copy of the proposed return for review. Usually via our secure portal, along with our bill, not due for 30 days. 😀
  • We will need you to sign your efile consent forms, or follow any other final instructions.
Traveler: Federal Return
(includes: 1040, Sch A, 2106, and supporting documents)- See state return prices below. A joint return counts as one return.
$256
Non-traveler: Federal Return
(includes: 1040, Sch A, and supporting documents)- See state return prices below.
$ 191
STATE RETURNS EACH state return, including USVI – (AK, FL, NV, SD, WY, WA, TN, NH, TX have no tax returns.) – – More than 5 states? We have pity, call us to discuss.
$ 55
State Zero Return (no income, filling for licensing purposes)
$ 10
Local return / School District return (each)
$ 21
If Spouse also takes travel assignments: (contracts, expenses, per diems, etc)
$ 25
Federal Schedule C or E (price depends on complexity)
$ 50
Amended returns
call
Shoebox charge – Rarely used. For the person that literally send us all of their receipts and we have to go through them, sort and total amounts. (Hint. Hint.)
$75/hr and up
Items below this line relate to international tax issues
Canadian Cross-border T1 – with US return
$ 150
Canadian Cross-border T1 with second spousal T1 – with US return
$200
Canadian Cross-border T1 with Quebec (spouse T1 add $50) – with US return
$ 200
Average cross border return, including all US and Canadian forms is $400-$550, depending on required disclosures.
FBAR (Federal Bank Account Reporting)
$ 50
3520 (Foreign Trust)
$ 45
ITIN / W7
$ 50