Tax Prep 

 

 

Base Rate and Inclusions for Personal Taxes:

 

The flat rate listed for your filing status includes your preparation time. Single, Married Filing Separately, and Head of Household returns include 2 hours, and Married Filing Jointly returns include 3 hours, both of which cover meeting time as well as prep time.

 

I track time on every return. Most returns are billed at the flat rate. If your return takes significantly more time due to complexity, research, extensive back and forth, or repeated reminders to send documents, I bill the additional time at my hourly rate of $150 per hour instead of the flat rate, and you will receive an invoice reflecting the hours worked.

 

Single/Head of Household/Married Filing Separately: $400

  • Federal 1040
  • One Resident and One Non-Resident State Return
  • One Schedule C
  • One Schedule B, up to $1,500 income
  • 1095-A
  • E-signature & E-filing
  • Electronic Copy of Your Return
  • One Meeting

 

Married Filing Jointly: $550

  • Federal 1040
  • One Resident and One Non-Resident State Return
  • Two Schedule Cs
  • One Schedule B, up to $3,000 income
  • 1095-A
  • E-signature & E-filing
  • Electronic Copy of Your Return
  • One Meeting

 

If you are a self-employed person who lives or works in Philadelphia, you have City of Philadelphia returns, see below additional costs, minimum $75 per business.

 

Additional Charges:

  • Additional Meetings / $75
  • Schedule A, Itemized Deduction / $50 per form
  • Schedule B, Interest and Dividends  / $35 per form
  • Additional Schedule C, Self Employment Income / $50 per form
  • Schedule E, Rental income, Income from PTE / $50 per form
  • Schedule D, Capital Gains / $35 per form
  • Additional States / $50 per state (some states more)
  • Additional Local Returns / $50 per return
  • Additional Income Forms / $5 per form
  • Other Forms/Services at Tax Preparer’s Discretion

 


 

Business Returns:

 

Pass-Thru Entities: Partnerships and S-Corps

  • $650 and up; depending on the complexity of the return
    • Businesses must have a bookkeeping system in place and be able to provide Profit & Loss and Balance Sheet

 


I do not prepare returns that include the following:

  • Farming Income

  • Military Income

  • Foreign Income

 

Detailed price list available in the portal

 

 

 

Free File Options