EZ Personal Income Taxes

1 hour

While the IRS has removed the 1040-EZ form, we will still continue to offer a discounted return for those that include only Federal & (1) State with only W2 income. No dependents or itemizing.
You may also mail or drop your documents:
1010 Hurley Way, Ste. 140
Sacramento, CA 95825

Personal Income Taxes (Standard)

1 hour

Personal Returns start at $125. This price includes dependents, itemized deductions, daycare credit, earned income credit, and HSA. Payment is due at time of service.

Additional forms are $75 each:

1099-B (capital gains), Estimated tax payments, Energy Credits, Sale of Primary Residence, Adoption Fee, Additional States

Personal Income Taxes (Premium)

1 hour

Premium Returns consist of (1) business income (Schedule C), (1) rental properties (Schedule E), OR (1) sale of business property. Premium returns range between $255 to $310. Each additional rental and/or schedule C will be $75-110/each. 1031 Exchange will be an additional $260. Payment is due at time of service.

Additional forms are $75 each:

1099-B (capital gains), Estimated tax payments, Energy Credits, Sale of Primary Residence, Adoption Fee.

Married Filing Separate

1 hour

A Married Filing Separate Analysis will cost $125. on top of the cost of preparing both spouses returns.

If you do not need an analysis and are 100% certain that you want to file separately, you must then decide how you would like to file.; community property rules or by claiming 100% separate property.

Community Property MFS is $310 in addition to the cost of the separate returns.

100% Separate Property is only the cost of each return.

Corporate & Partnership Returns

1 hour 30 minutes

Corporate & Partnership Returns start at $525 (with less than $250,000 income) and range to $1250, depending on the complexity of the return.

Estate Tax Return

1 hour

Estate Tax Returns start at $525 and range to $1250, depending on the complexity of the return.

Back Taxes

1 hour

Our office specializes in helping with multiple years of back taxes. Depending on how many years you need filed and the complexity of your returns, it may be completed in one meeting or you may need an additional appointment.

If you do not have all of your tax documents, we can obtain your transcripts from the IRS and FTB. However, this is an additional fee of $65. This service can take up to 2 weeks.

Amended Personal Tax Returns (Standard & Premium)

30 minutes

Amendments are generally not done during your appointment. You will meet with your preparer to advise of your specific situation and pick up your amended returns at a later date. This is because we have to reconstruct the prior return and make corrections, complete amendments and new federal and state returns.

A basic amendment (without Schedule C, Schedule E, etc.) will start at $165.

A premium amendment (with Schedule C, Schedule E, etc.) will start at $265.

Not Listed

1 hour

If you are not sure what type of appointment you need, please select this appointment type. You will be able to explain your specific tax situation and someone from our office will contact you to better assist you.

Foreign Income ( FEC & 1116)

1 hour

Foreign Income ( FEC & 1116) along with personal taxes will start at $450.

IRS Gift Tax

1 hour

Gifts over $15,000 must be reported to the IRS using a gift tax form. Our office prepares these forms for $325.

Tax Consultation with Tracie

1 hour

Personal Strategic Tax Planning: $145
Business Strategic Tax Planning: $185
Corporate Compensation, Retirement & Tax Strategies $495

WE DO NOT PREPARE TAXES DURING THIS MEETING.

This is for future planning purposes only.
1. Entity Structure
2. Future tax questions
3. Retirement Plans
4. Questions regarding your current business, reasonable compensation
5. Getting Married
6. Getting Divorced
7. Buying or selling a Primary or Rental Home
8. Selling or Buying a Business

IRS Help

1 hour

Amended Returns: $165 - $450
IRS/State Audit Response Letters $125 to $295.
Missed 1095A, Premium Tax Credit for Obama Care $45
$45 Responding to Mortgage Requests for tax return copies
Complicated Tax Resolution $350 to $5500

IRS Audit & Representation

1 hour

If you are audited on a year completed by our office, audit representation starts at $1,500.

If you are audited on a year completed by another office, audit representation starts at $3,000.

IRS Penalty Abatement

1 hour

The cost of an IRS Penalty Abatement is 20% of the total amount abated.

Cannabis Business

1 hour 30 minutes

We provide tax preparation services only. We outsource licensing & bookkeeping.
$850 to $2200 for Corporate Returns