• Countdown to Extended Filing Deadline:

    Corporate Deadline:  September 16th

    Individual Deadline:  October 15th

Tax Preparation

The following is an estimate.  Actual costs may vary depending upon the complexity of your return.

Due to the Tax Cuts & Jobs Act (TCJA passed December 2017), estimating our fees has become challenging. The new tax bill is the largest event to affect taxpayers and small business owners since 1986. It added six NEW schedules resulting in additional 50+ line items to the tax return.  None of the schedules you are used to (Sch A, B, C, D, and E) were eliminated.  If you are a small business owner, you now potentially qualify for a 20% flow through deduction (QBI Deduction).  As a result of the TCJA, we anticipate that most 2018 tax returns will take 30% longer to prepare than in the past.  Please know that we will make every effort to accurately estimate our fee at your initial drop off interview.

Form Name

Form Description

  Price

1040 Federal Income Tax Return $169 minimum
State (Ex: AL-Form 40) State Return(s) $69 minimum
Schedule A Itemized Deductions $49 minimum
Schedule B Interest and Ordinary Dividends $39 minimum
Schedule C Profit/Loss from Business, QBI Deduction $89 minimum
Schedule D Capital Gains and Losses $39 minimum
Schedule E Rental Property $59 per property
**NEW:  QBI Deduction Qualified Business Income $69 minimum
Form 2441 Child & Dependent Care Exp $19 minimum
1120, 1120-S Corporate (S-Corp) Income Tax Return  (includes State) *$750 minimum
1065 Partnership Income Tax Return (includes State) *$750 minimum
Consult Consult rate per hour $75-150
E-Filing & Personalized Financial Advice Included

The rates given above are fair estimations that depend on factors including:

  • the scope of work,
  • the condition of your records (completeness, organization, accuracy)
  • and the complexity of your unique tax situation.

We will more accurately estimate our fee at your initial drop off interview.  Further, when additional tax preparation is necessary, we will discuss additional fees with you before we prepare those additional schedules or forms.

*U.S. Corporate Tax Return (1120, 1120-S) & Partnership Tax Return (1060):  Our minimum rate is based on a complete and reconciled Income Stmt & Balance Sheet.  Our fee will increase if records are incomplete or if we must make corrections to your general ledger.  We can more accurately estimate our fee at your initial drop off interview.

  • Simple

    Single/Family

    • Federal Return (1040)
    • State Return (AL-Form 40)
    • Standard Deduction

    $238

    Schedule Appointment

  • Itemized

    Single/Family

    • Federal Return (1040)
    • State Return (AL-Form 40)
    • Itemizing (Sch A)

    $287

    Schedule Appointment

  • Realtor

    Single/Family

    • Federal & State (1040, AL 40)
    • Itemizing (Sch A)
    • Business (Sch C)
    • QBI Deduction (Businesses)
    • Self Employment Tax (Sch SE)
    • Home Office (Form 8829)

    $464

    Schedule Appointment

  • Complex

    Business Owners/Investors

    • Federal & State (1040, AL 40)
    • Itemizing (Sch A)
    • Interest or Dividends (Sch B)
    • Business (Sch C)
    • QBI Deduction (Businesses)
    • Rental Property (Sch E)
    • Self Employment Tax (Sch SE)
    • Home Office (Form 8829)

    $562

    Schedule Appointment

Common Questions:

  • What should I bring to my appointment?

    If you are a new client, please make sure you bring the last tax return you filed.  Also, check out our helpful checklists:  Resources Tab.  Our checklists will ensure you bring all relevant tax records to your appointment.

    My return is simple. Can I just drop off my documents?

    If you are an existing client, you can upload your tax records to your portal.  If you are a new client, we’d like to meet you first and set you up in our secure portal.  Give us a call or email us.

    How much will my tax return cost?

    The table above gives a reliable estimate of what you can expect your return to cost. Of course, we can provide a more exact estimation at your initial consultation.  Rest assured, it is very important to us that you find our fee competitive and fair.

  • Approximately how long will it take you to prepare my taxes?

    It depends, but we can closely estimate at your initial appointment.  We do not herd clients in an out like cattle.  We ask probing questions to ensure we account for every deduction your’re entitled to.  Most returns take no more than a week as long as the client promptly responds to follow up questions.

    What is your privacy policy?

    We honor your absolute right to privacy. You can depend on our discretion.

    What licenses or designations do you have?

    On staff, we have a CPA (Certified Public Accountant) who is also a CFP (Certified Financial Planner). In addition, we have an accountant who is a CFE (Certified Fraud Examiner) with additional certificates in forensic accounting. And finally, we have an IRS Enrolled Agent on staff.  Also, we are QuickBooks experts.

CLICK HERE for helpful Checklists.