Form Title Price Description
990 Tax Exempt Organization $1,500 minimum */**/***
1040 U.S. Individual Income Tax Return (Includes One State Return) $395 per form
1040 Schedule A Itemized Deductions $95 per form
1040 Schedule B Interest and Ordinary Dividends $30 per item
1040 Schedule C Profit or Loss from Business – (Small business‐minimal expenses) $225 minimum per form */**
1040 Schedule C Profit or Loss from Business – (Small business‐multiple expenses) $375 minimum per form */**
1040 Schedule D Capital Gains and Losses $30 per item ($30 minimum)
1040 Schedule E (pg 1) Supplemental Income and Loss (Page 1 Rental Properties) $195 per rental **
1040 Schedule E (pg 2) Supplemental Income and Loss (Page 2 Partnerships/S Corps) $35 per form
1040 Schedule EIC Earned Income Credit $95 per form
1040 Schedule F Profit or Loss from Farming $225 minimum per form */**
1040 Schedule H Household Employment Taxes (Nanny Tax) $50 per form
1040 Schedule R Credit for the Elderly or the Disabled $50 per form
1040 Schedule SE Self‐Employment Tax $0 per form
1040 Schedules 1‐6 2018 Schedules 1‐6 $0 per form
1040‐ES (Worksheet) Estimated Tax for Individuals (Includes Vouchers) $75 per form
1040‐X Amended U.S. Individual Income Tax Return $475 minimum */**
1041 U.S. Income Tax Return for Estates and Trusts $850 minimum */**/***
1045 Application for Tentative Refund $225 per form
1065 (w Sch L) U.S. Return of Partnership Income (Includes 2 k‐1’s) $1,100 minimum */**/***
1065 (w Sch L) U.S. Return of Partnership Income (Businesses over $1 Million of
Gross Revenues)
$1,500 minimum */**/***
1096 & 1099 Annual Summary and Transmittal of U.S. Info Returns & Prepare
1099 Forms
$35 per form
1099 & 1099‐NEC Miscellaneous Income & Nonemployee Compensation $30 per form
1099‐G Certain Government Payments $30 per form
1099‐R Retirement/Pension/IRA Distribution $30 per form
1099‐SSA Social Security Benefits $30 per form
1116 Foreign Tax Credit (Individual, Estate, or Trust) $50 per form
1118 Foreign Tax Credit (Corporation) $50 per form
1120 (w Sch L) U.S. Corporation Income Tax Return $1,100 minimum */**/***
1120 (w Sch L) U.S. Corporation Income Tax Return (Businesses over $1 Million
of Gross Revenues)
$1,500 minimum */**/***
1120‐S (w Sch L) U.S. Income Tax Return for an S Corporation (Includes 1 k‐1) $1,100 minimum */**/***
1120‐S (w Sch L) U.S. Income Tax Return for an S Corporation (Businesses over $1
Million of Gross Revenues)
$1,500 minimum */**/***
2106 Employee Business Expense $30 per form
Wks 2119 Form 2119 – Taxable Gain on Sale of Home $125 per form
2210 Underpayment of Estimated Tax $0 per form
2441 Child and Dependent Care Expense $35 per form
2555 Foreign Earned Income $175 per form
2555 pg 3 Foreign Earned Income (Page 3) $50 per form
3800 General Business Credit $50 per form
3903 Moving Expenses $35 per form
4136 Credit for Federal Tax Paid on Fuels $30 per form
4137 Tax on Unreported Tips $30 per form
4562 Depreciation and Amortization $35 per item ($35 minimum)
4684 Casualties and Thefts $60 per casualty/theft
4797 Sale of Business Property $95 (and up) per item
4835 Farm Rental Income and Expenses $195 per item
4868 Application for Extension to File U.S. Individual Return $75 per form
4952 Investment Interest Expense Deduction $35 per form
4972 Tax on Lump‐Sum Distributions $95 per form
5329 Additional Taxes Attributable to Qualified Retirement Plans $35 per form
5405 First Time Homebuyers Credit $35 per form
5695 Residential Energy Credits $50 per form
6198 At Risk Limitations $30 per form
6251 AMT Alternative Minimum Tax $0 per form
6252 Installment Sale Income (first year) $150 per form
6252 Installment Sale Income (subsequent years) $75 per form
6781 Gain or Loss from Section 1256 Contracts and Straddles $35 per item ($25 minimum)
8283 Non‐Cash Charitable Contributions $30 per item
8332 Exemption Release Divorced or Separated Parents $35 per form
8379 Injured Spouse Claim and Allocation $125 per form
8582 Passive Activity Loss Limitations $50 per form
8606 Nondeductible IRA $50 per form
8615 Tax for Children under 18 who have Investment Income $50 per form
8801 Credit for Prior Year Minimum Tax $30 per form
8812 Additional Child Credit $0 per form
8814 Parent’s Election to Report Child’s Interest and Dividends $50 per form
8824 Like Kind Exchanges $75 per form
8829 Business Use of Home (simplified option) $50 per form
8829 Business Use of Home (expanded option) $75 per form
8834 Qualified Electric Vehicle Credit $75 per form
8839 Qualified Adoption Expenses $75 per form
8863 Education Credits $50 per form
8880 Qualified Retirement Savings Contribution Credit $35 per form
8889 Health Savings Account $50 per form
8910 Alternative Motor Vehicle Credit $50 per form
8915 Qualified Disaster Retirement Plan Distributions $75 per form
8917 Tuition & Fees Deduction $75 per form
8936 Qualified Plug‐In Electric Motor Vehicle Credit $75 per form
8938 Statement of Foreign Assets $35 per form
8949 Sales and Other Dispositions of Assets $35 per item
8959 0.9% $200,000 Employment Tax (Additional Medicare Tax) $35 per form
8960 3.8% Net Investment Income Tax $35 per form
K‐1s Income, Losses, Dividends, etc. of Partners or Shareholders $50 (and up) per form
W‐2 Wage and employee tax statement $30 per form
W‐2G Certain Gambling Winnings $35 per form
Auto Worksheet Auto Worksheet for Small Business, etc. $50 per form
Alimony Payments Collecting Information & Entering Alimony Payments $25 per entry
* Pricing based on time working on return and complexity of return
** Any additional bookkeeping necessary will be charged at our standard CPA rate
***CPA hourly tax rate is $275 per hour
State State Return (first) Included first state
State (additional) State Return (additional returns after the first state) $75 additional states
E‐file Federal and state tax returns Included
MFJ vs. MFS Analysis Perform MFJ vs. MFS Analysis to Optimize Most
Advantageous Way to File Tax Return
$125 per analysis
New Rental Setup Calculate Depreciable Basis for Residential Rental $75 per rental
Sale of Primary Home Reporting the sale of a primary residence in the return $125 per sale
E‐File Rejection Fee to cover time spent resolving an e‐file rejection due to
fraud or incorrect information
$75 per return
E‐File Rejection Fix (If
Needed)
Fee to cover time spent communicating an e‐file rejection
and create a paper tax filing if necessary
$75 per return
CPA Hourly Rate for
Any Service Not Listed
Above
CPA hourly rate for any tax or business service not listed
above
$275 per hour or
increments there of


Document and Tax Return Delivery
Have Docs Delivered
by Mail
Deliver original tax documents back to client using USPS
Priority Mail
$25 per mailing
Have Paper Copy of
Return Mailed
Create a paper copy of the tax return for delivery using
USPS Priority Mail
$50 per copy per mailin