Base Rate and Inclusions for Personal Taxes:

 

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
• Up to Eight Income Forms (1099s, W-2s)
• 1095-A
• Preparation of One City of Philadelphia NPT and One Philadelphia BIRT & Filing Philadelphia returns thru their portal
• 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
• Up to Twelve Income forms (1099s, W-2s)
• 1095-A
• Preparation of One City of Philadelphia NPT and One Philadelphia BIRT & Filing Philadelphia returns thru their portal
• E-signature & E-filing
• Electronic Copy of Your Return
• One Meeting

 

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

• $450 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:

• Oregon Income (Resident or NonResident)

• Farming Income

• Military Income

• Foreign Income

 

Detailed price list available in the portal