W2 ONLY - Personal Income Taxes

45 minutes

While the IRS has removed the 1040-EZ form, we will still continue to offer a discounted return at $105 for:
-Federal Return
-(1) State Return
-ONLY W2 INCOME
-NO OTHER TAX FORMS AND DEPENDENTS

*$50 DEPOSIT IS REQUIRED TO HOLD YOUR APPOINTMENT

Personal Income Taxes

45 minutes

Starting at $225

Federal Return
(1) State tax return.
W2 income
Dependents
Itemized deductions
Daycare credit
Earned income credit
HSA
Education Credits

Additional fees:
1099-B (capital gains/investments) -$25-$225
Estimated Tax Payments - $75
Energy Credits / EV Credit $50
Sale of Primary Residence - $150
IRS Adoption Credit - $100
CA Adoption Credit - $50
Additional State Returns - $75-$150
K1 - $25-$250
Single Member LLC $75
Sch E - $130 per rental
Sch C/F - $150-$225

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

PLEASE CONTACT US DIRECTLY FOR AN APPOINTMENT. CORPS ARE DUE MARCH 15th.

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 $175.

A premium amendment (with Schedule C, Schedule E, etc.) will start at $275.

Foreign Income ( FEC & 1116)

1 hour

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

Currently this service is offered by REMOTE preparation only.
A phone conference and use of client portal is mandatory.

NOT AN IN OFFICE APPOINTMENT

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.

Personal Strategic Tax Planning with Tracie

50 minutes @ $185.00

Personal Strategic Tax Planning: $185

WE DO NOT PREPARE TAXES DURING THIS MEETING.

This is for future planning purposes only.

This meeting includes, but is not limited to:

1. Future tax questions

2. Retirement Plans

3. Getting Married

4. Getting Divorced

5. Married Filing Separate

6. Buying or selling a Primary or Rental Home

Personal Strategic Tax Planning with Tiffany

1 hour @ $185.00

Personal Strategic Tax Planning: $185

WE DO NOT PREPARE TAXES DURING THIS MEETING.

This is for future planning purposes only.

This meeting includes, but is not limited to:

1. Future tax questions

2. Retirement Plans

3. Getting Married

4. Getting Divorced

5. Married Filing Separate

6. Buying or selling a Primary or Rental Home

Business Strategic Tax Planning with Tracie

50 minutes @ $225.00

Business Strategic Tax Planning $225

We do not prepare taxes during this meeting as this meeting is for future planning purposes only.

This meeting includes, but is not limited to:

1. Entity Selection/ Structure

2. Future Tax Questions

3. Retirement Plans

4. Questions regarding your current business, reasonable compensation


5. Selling or Buying a Business

6. Discussions about setting up a corporation, reasonable compensation, payroll, bookkeeping, etc. (additional fees may app

IRS Help

1 hour

Amended Returns: $265 - $575

IRS/State Audit Response Letters $225 to $495.

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

30 minutes

First Time Penalty Abatement - $250-500

Reasonable Cause Abatement - $425-$1,500

*Payment is due prior to abatement.