NO SHOW as per Apt Schedule        - $50 will be billed

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Consultation

• 1st One Hour                                          - $200

• Multiple of 30 Minutes thereafter       - $100

     50% of consultation fees are waived if you file your return. Filing Fees or Consultation Fees whichever is greater applies.

Discounts/Free Tax Filing​

• 10% to new clients who will switch over to me from their existing Tax Professional. expires Feb 15th.

• Free Tax Filing for those whose family income is Under $60,000 Applicable only until Feb 28th.

 

Request of Prior Year Returns.

   You get Paper Copy And/or Electronic Copy for your records based on your preferences. You are required to maintain it.

     - Requesting a copy after the tax season for any prior  year will cost you $50. per year.

 

Tax Withholding (W4) evaluation Service $100.
 

Students from India (F1 Visa Holders)

• Basic Federal Return                -   $150

• Schedule D for Stocks              -   $50

• Child Tax Credit                        -   $30 Per Dependent

• State Return                              -   $70 per state.

• Anything else                            -    Additional $$ based on the form used.

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 Note: This return cannot be electronically filed. It is a paper file and needs to be mailed or directly submitted to nearby IRS Office.

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First Year Choice Resident Evaluation Fees - $100

Non Resident Return(< 183 days in the calendar year)

• Base Non-Resident                         - $150 (includes schedule OI)

• Itemize deduction                           - $50.

• Stocks transactions (Schedule D) - $40

• Choose to file as Resident             - $140 (Married) + $10 per additional dependent, $90 (single)

 

Note: If you are Non-Resident, IRS has a provision for you to make a first-time choice to file as a resident, all the rules that are applicable to resident are applicable as well. Additional charges will apply based on additional forms usage as described in Resident Alien Section. Most of the Prepares do not offer you this option because  of the additional documentation needed.

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Dual Status Return (This happens typically in your first and Last year in the country)

• Base Dual Status Return(Single)             -  $150

• Base Dual Status Return(Married)          -  $150    

• Other Charges as Described in Resident Alien Section.

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You cannot file married filing joint but can claim your spouse and children as dependents.

Note: IRS has a provision  for Married People to make a choice to file as a Resident, where in all the rules that of Resident will apply. Meaning you will need to include Global income for the Calendar year. Note: This choice is not available for single.

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Resident Alien/Green Card/Citizen

   NO SHOW as per Apt Schedule        - $50 will be billed

• Base Federal Return (1040)                               -   $200

• Per additional Child /Dependent                      -   $30

• Itemization (Schedule A)                                     -      $50

• Schedule C                                                            -    $100

• Stocks Per Brokerage Account                           -   $50 

• Rental Income                                                      -   $50

• Depreciation                                                         - $50

• Medical Coverage Exemption                           -  $20

• Tuition Fee Deduction                                       -   $50

• Moving Expense                                                 -   $50

• Daycare Expense                                                -  $50

• 1099 -SA                                                               -  $50  Per form

• 1099 - Div.                                                            -  $10    Per Brokerage

• 1099 - int                                                              -  $10    Per statement

• 1099 - R (401k Distributions)                            -  $10    Per Statement

• Non Deductible IRA Contributions                   - $50

• Form 5405 (Repayment of Home Credit)        - $50  

• State Return (per state)                                    -  $70

• Spouse also working                                          - $50 + other charges based on the forms that he/she might have 

• form 8965 - Health Coverage Exemption       - $20(This is applicable for the people who did not have full year Health Insurance to avoid IRS penalties)

• ITIN application                                                 - Each ITIN  Certification $250

• Audit Assistance Package                                 -$50 Need to be purchased at the time of filing return. Otherwise $200 

• form 8621                                                           -$50

• 8938                                                                    - $150

• FBAR                                                                    - $75

• Extension                                                            - $100 , $50 offset when doing full return

• Amendment                                                       - Whatever it costs to prepare a return 

•                                                                               - ​$150 - Original Prepped by us and not our Mistake

•                                                                               - Free if our mistake

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Note:

1. Above are just some of the common scenarios.  The fees could add up to different numbers based on what additional forms that may add up.