A la carte pricing

Includes Form 1040 and up to one schedule A, B (Up to ten entries), D (up to ten brokerage transactions), MFS vs MFJ evaluation, itemization versus standard deduction evaluation, child tax credits, child and dependent care credits, etc. 

Per state - assumes we are also filing your federal return

City or municipal tax filings

Per business - Self-Employed Income - does not include any bookkeeping 

Per residential rental real estate property.

Per business 

K-1's reported on Schedule E; Per K-1

Per year

Filing extension for additional time to file taxes

Per couple.

Per couple

Assumes W2 & Interest Only

$200 to review (credited towards costs of amendment if filed); $750 to file amended return filed by someone else; $500 to file amended return filed by us.

Per form.  Miscellaneous forms could be any form not included in our standard Federal Return pricing.  Most common examples are residential energy credits, electric vehicle credits.

Per hour.  Most common reasons for additional complexity:

• Extensive organization of expenses (Schedule C, Schedule E, Medical Expenses, Charitable Contributions) 
• Missing or incorrect basis or depreciation information 
• Home office deduction using regular method (not assessed if expenses tracked throughout the year) 
• Cryptocurrency transactions not reported on Form 1099 
• Sale of rental property 
• Income apportionment between multiple states 

Foreign Earned Income Exclusion

Foreign Tax Credit

FATCA Reporting (per account)

FinCEN Form for FBAR Reporting (Up to 5 accounts).  Additional accounts $50 per 5 accounts.

Treaty Based Return Position Disclosure 

Foreign Trust Reporting

 Reporting Passive Foreign Investment Company (“PFIC”) 

 Annual Expatriation Statement 

Report of Foreign Disregarded Entities 

Return of US Persons With Respect to Certain Foreign Partnerships

Return of US Persons With Respect to Certain Foreign Corporations