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Countdown to Extended Filing Deadline:
Corporate Deadline: March 15
Individual Deadline: April 15
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Tax Preparation
The following is an estimate. Actual costs may vary depending upon the complexity of your return.
We specialize exclusively in real estate tax. In other words, realtors, brokers, real estate investors and property managers make up over 90% of our practice. As of November 2019, we are unable to accept new clients for annual tax prep. Outside of tax season, w are happy to offer consultation services to non-clients. While we do not maintain a waiting list, we suggest you join our subscription list for Realtors and Investors. When we open our calendar to new clients, our email subscribers will be the first to know.
After closely examining our firm (level of service, specialized knowledge in real estate tax, increased liability from congressional acts, rising cost of expert training and equipment), we realized that we must increase our rates. Although the decision was difficult, it was reaffirmed when we carefully compared our rates to those of local, reputable accounting firms.
Final updates to our fee schedule will be published below by January 31st. However, I can share the following specifics:
Form Name |
Form Description |
Price |
|---|---|---|
| 1040 | Federal Income Tax Return | $200 minimum |
| State (Ex: AL-Form 40) | State Return(s) | $80 minimum |
| Schedule A | Itemized Deductions | Varies |
| Schedule B | Interest and Ordinary Dividends | Varies |
| Schedule C | Profit/Loss from Business, QBI Deduction | $200 minimum |
| Schedule D | Capital Gains and Losses | Varies |
| Schedule E | Rental Property | $100 / property |
| QBI Deduction | Qualified Business Income | Varies |
| Form 8949 | Virtual Currency | $100 minimum upcharge |
| 1120, 1120-S | Corporate (S-Corp) Income Tax Return (includes State) | *$1,500 minimum |
| 1065 | Partnership Income Tax Return (includes State) | *$1,500 minimum |
| Consult | Consult rate per hour | $150-200 |
| 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.