Standard return - $600
State returns
First state return - $200
Each additional state - $300
Moving from one state to another if only one has income tax (part year allocation) - $200
Investments
Interest 1099-INT - $20/form
Dividends 1099-DIV - $20/form
Capital gains & losses - billed hourly at $400/hour
Businesses/Trusts
Sole proprietor - Schedule C - $300 each
Single-member LLC - $300 each
Rental property - $300 each
S Corp return 1120S - $2000
Partnership return 1065 - $2000
U.S. Income Tax Return for Estates and Trusts — Form 1041, $2000
First-year setup of any of the above - $200
International
Foreign Tax Credit or FEIE - $300 per taxpayer
FBAR/Specified Foreign Financial Assets — Form 114/8938, $100/account
Form 8858 - $400
Form 3520 - $800
Form 3520A - $800
- US individual income tax return - form 1040
- W2 wage statement - up to two
- Social Security Benefits - up to two
- 1099-R - up to two
- Health Savings Account (HSA) — Form 8889 one included
- Standard or itemized deduction
State returns
First state return - $200
Each additional state - $300
Moving from one state to another if only one has income tax (part year allocation) - $200
Investments
Interest 1099-INT - $20/form
Dividends 1099-DIV - $20/form
Capital gains & losses - billed hourly at $400/hour
Businesses/Trusts
Sole proprietor - Schedule C - $300 each
Single-member LLC - $300 each
Rental property - $300 each
S Corp return 1120S - $2000
Partnership return 1065 - $2000
U.S. Income Tax Return for Estates and Trusts — Form 1041, $2000
First-year setup of any of the above - $200
International
Foreign Tax Credit or FEIE - $300 per taxpayer
FBAR/Specified Foreign Financial Assets — Form 114/8938, $100/account
Form 8858 - $400
Form 3520 - $800
Form 3520A - $800