Tax Prep 

 

My client list is very small, please inquire through email if I have capacity for more work. 

 

 

Transparent Pricing

 

 

Personal Returns: $550

  • Federal 1040 (Single, Head of Household, Married Filing Jointly, Married Filing Separately)
  • One Resident and One Non-Resident State Return

  • One Complex Schedule C

  • One Simple Schedule C

  • One Schedule B, up to $3,000 income

  • 1095-A

  • E-signature & E-filing
  • Electronic Copy of Your Return
  • One 15 Minute 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:

  • $50 Schedule A - Itemized Deductions
  • $35 Schedule B >$1500/3000
  • $50 Schedule C - Self Employment Income
  • $35 Schedule D - Capital Gains
  • $50 per Schedule E entity - Rental Income, K-1
  • $50 Additional States* (some states more)
  • $50 Additional Local Returns
  • $75 Preparation of Both City of Philadelphia BIRT (Long Form if applicable) and NPT returns (for one account)
  • $25 Preparation of ONE City of Philadelphia SIT return
  • $25 Filing Philadelphia returns thru the city portal
  • $50 Dependent Return
  • 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