Services & Pricing (Fixed Per-Form) 2025 Pricing
Final fee is confirmed after we review your organizer and documents.
| Form / Schedule | What it covers | Price |
|---|---|---|
| 1040 | U.S. Individual Income Tax Return (schedules 1 through 3) | $230 per form |
| 1040 Schedule A | Itemized Deductions | $70 per form |
| 1040 Schedule B | Interest and Ordinary Dividends | $20 per item |
| 1040 Schedule C | Profit or Loss from Business – (Small business‐minimal expenses) | $130 minimum per form |
| 1040 Schedule C | Profit or Loss from Business – (Small business‐multiple expenses) | $200 minimum per form |
| 1040 Schedule D (8949) | Sale & Disp of Capital Assets | $15 per 1099, $60 max |
| 1040 Schedule E (pg 1) | Supplemental Income and Loss (Page 1 Rental Properties) | $100 per rental activity |
| 1040 Schedule E (pg 2) | Supplemental Income and Loss (Page 2 Partnerships/S Corps) | $25 per activity |
| 1040 Schedule EIC | Earned Income Credit | $45 per form |
| 1040 Schedule F | Profit or Loss from Farming | $150 minimum per form |
| 1040 Schedule H | Household Employment Taxes (Nanny Tax) | $80 per form |
| 1040 Schedule R | Credit for the Elderly or the Disabled | $35 per form |
| 1040 Schedule SE | Self-Employment Tax | $30 per form |
| 1040-ES (Worksheet) | Estimated Tax for Individuals (Includes Vouchers) | $35 per form |
| 1040-X | Amended U.S. Individual Income Tax Return | $300 minimum |
| 9645 | Installment Agreement Request | $75 per form |
| FinCEN 114 | Report of Foreign Bank Account | $25 per item |
| 1045 | Application for Tentative Refund | $80 per form |
| 1116 | Foreign Tax Credit (Individual, Estate, or Trust) | $35 per form |
| 2210 | Underpayment of Estimated Tax | $40 per form |
| 2441 | Child and Dependent Care Expense | $35 per form |
| 2555 | Foreign Earned Income | $150 per form |
| 3115 | Change in Accounting Method | $600 per form |
| 3800 | General Business Credit | $50 per form |
| 3903 | Moving Expenses | $50 per form |
| 4136 | Credit for Federal Tax Paid on Fuels | $35 per form |
| 4137 | Tax on Unreported Tips | $35 per form |
| 4562 | Depreciation and Amortization | $7 per item |
| 4684 | Casualties and Thefts | $75 per casualty/theft |
| 4797 | Sale of Business Property | $15 minimum per item |
| 4835 | Farm Rental Income and Expenses | $55 per item |
| 4868 | Application for Extension to File U.S. Individual Return | $55 per form |
| 4952 | Investment Interest Expense Deduction | $35 per form |
| 4972 | Tax on Lump-Sum Distributions | $65 per form |
| 5329 | Additional Taxes Attributable to Qualified Retirement Plans | $35 per form |
| 5695 | Residential Energy Credits | $35 per form |
| 6198 | At Risk Limitations | $50 per form |
| 6251 | AMT Alternative Minimum Tax | $70 per form |
| 6252 (first year) | Installment Sale Income (first year) | $75 per form |
| 6252 (subsequent years) | Installment Sale Income (subsequent years) | $30 per form |
| 6765 | Increasing Research Credit | $75 per form |
| 6781 | Gain or Loss from Section 1256 Contracts and Straddles | $15 per item ($25 minimum) |
| 7202 | Credit for Sick and Family | $50 per form |
| 8283 | Non- Cash Charitable Contributions | $20 per item |
| 8332 | Exemption Release Divorced or Separated Parents | $30 per form |
| 8379 | Injured Spouse Claim and Allocation | $60 per form |
| 8582 | Passive Activity Loss Limitations | $25 per item |
| 8606 | Nondeductible IRA | $30 per form |
| 8615 | Tax for Children under 18 who have Investment Income | $55 per form |
| 8801 | Credit for Prior Year Minimum Tax | $60 per form |
| 8812 | Additional Child Credit | $25 per form |
| 8814 | Parent's Election to Report Child's Interest and Dividends | $45 per form |
| 8824 | Like Kind Exchanges | $150 per form |
| 8829 | Business Use of Home (simplified option) | $45 per form |
| 8834 | Qualified Electric Vehicle Credit | $45 per form |
| 8839 | Qualified Adoption Expenses | $65 per form |
| 8846 | Credit for Employer Soc. Sec. and Medicare taxes on tips | $35 per form |
| 8853 | Medical Savings Account | $40 per form |
| 8863 | Education Credits | $40 per form |
| 8880 | Qualified Retirement Savings Contribution Credit | $20 per form |
| 8889 | Health Savings Account | $35 per form |
| 8962 | Premium Tax Credit | $50 per form |
| 8995 | Qualified Business Income Deduction | $65 per form |
| 8995-A | Qualified Business Income Deduction | $60 per form |
| 8910 | Alternative Motor Vehicle Credit | $35 per form |
| 8917 | Tuition & Fees Deduction | $35 per form |
| 8938 | Statement of Foreign Assets | $75 per form |
| 8949 | Sales and Other Dispositions of Assets | $10 per item |
| 8959 | 0.9% $200,000 Employment Tax (Additional Medicare Tax) | $40 per form |
| 8960 | 3.8% Net Investment Income Tax | $40 per form |
| 926 | Return by U.S. Transferor | $55 per form |
| 965-A | Indv Report of Net 965 Tax Liab | $75 per form |
| State | State Return | $125 per state |
| CP2000 response fee | IRS Tax Notice CP-2000 response | $150 per notice |
| Additional Setup Fee | First year clients with businesses containing depreciable assets | $75 per activity |