Prices effective March 11, 2023

You may also download a price sheet for the most common tax forms

Form Ref Form Description
Total $  145
Filing Status Single Married Filing Jointly Married Filing Separate Head of Household Qualifying Widow(er) With Dependent Child
Form 1040 1040/1040-SR U.S. Individual Income Tax Return with standard deduction
1040-NR U.S. Nonresident Alien Income Tax Return
Includes E-file, Schedules 1-6, and the first five of each of the following forms: W-2; 1099-R; 1099-INT.
State State Individual Income Tax Returns - Indiana (Schedule 1 Add-Backs is extra)
All other states (enter number of state returns other than Indiana)
Schedule A Schedule A - Itemized Deductions
Uncheck if you're certain you cannot itemize.
Dependents Check box if claiming dependents for tax credits (this will add Form 8867)
    - Enter number of dependent's tax returns you want prepared
Schedule B Interest and Ordinary Dividends (1099-INT, 1099-DIV)
Form 8283 Noncash Charitable Contribution over $500 (Additional hourly charge if we perform valuation)
Form 8889 Taxpayer: Health savings account (1099-SA)
Spouse: Health savings account (1099-SA)
NEC Taxpayer: Check box if you received a 1099-NEC for nonemployee compensation
Spouse: Check box if you received a 1099-NEC for nonemployee compensationt
Tax Credits
Education Education Credits (Form 8863) or Tuition and Fees Deduction (Form 8917).
Provide 1098-T (obtain from the school's student portal)
Schedule EIC Earned Income Credit
Form 1116 Foreign Tax Credit - May not be required if combined foreign tax is < $300 ($600 MFJ);Enter the combined number of 1099-INT, 1099-DIV, 1099 Consolidate Broker Statements, and other sources of forign income that report the amount of foreign taxes paid. Our fee is for the cost of Form 1116 plus $5 per form and/or statement that reports foreign taxes paid during the tax year.
Form 1116-B Foreign Tax Credit Carryover - Required if there are any foreign tax carryovers
Form 2441 Child and Dependent Care Expenses
Form 5695 Residential Energy Credit
Broker Consolidated Broker 1099 statements
Enter the number of Consolidated Broker 1099 statements (the first 2 statements are free)
Schedule D Capital Gains and Losses
Form 8949 Sales and Other Disposition of Capital Assets - Schedule D required
Enter number of stocks sold that must be individually listed of Form 8949 (such as those stocks sold with adjusted gains or losses such as wash sales and stock options.) No charge for first three items.
WKS_CG Capital gains tax treatment. Select if you have qualifying dividends or long-term capital gains to report.
OOS Enter number of broker statements that report out of state tax exempt income and/or US government or agencies interest or dividend income.
K-1 Inv K-1 for Publicly Traded Partnerships (PTP) (Enter number of K-1s)
K-1 1041 1041 K-1 for Fiduciary (Enter number of K-1s)
REIT Income Check box if reporting REIT income (including Section 199A dividends)
Form 5329 Additional Taxes on Retirement Distributions
Form 8606 Taxpayer: NonDeductible IRAs
Spouse: NonDeductible IRAs
Form 8960 Net Investment Income Tax
Business Owners and Rentals
Schedule C Profit or Loss from Business (Enter number of businesses):

Hourly charges may apply if accounting assistance is required to prepare Schedule-C. Non-employee compensation, reported on Form 1099-Misc or 1099-NEC, is reported on Schedule C. 1099-K "Merchant Card and Third Party Network Payments" also requires Schedule C. Include businesses with no expenses on the line below.
Schedule C-EZ Profit from Business - Simple - Schedule SE required (Enter number of businesses):

Schedule C-EZ was discontinued in 2019 but we still apply the same criteria for offering a discounted fee: Sole proprietor; cash basis; expenses < $5001; no inventory; net profit; no employees; no deduction for business use of home; no prior year passive activity losses; No depreciable or amortizable assets.
Schedule E Rental Income (Enter number of rental properties)
Royalties Royalty Income
Schedule F Profit or Loss from Farming (Enter number of farm businesses)
K-1 1065 1065 K-1 for Partnerships - Excluding PTP (Enter number of K-1s)
K-1 1120 1120 K-1 for Sub-S Corporations (Enter number of K-1s)
Auto Auto Used for Business - Use IRS standard mileage rate (enter number of autos)
Auto Used for Business - Use actual cost (depreciation, gas, oil, maintenance, etc) (enter number of autos)
Form 4562 Depreciation and Amortization (Enter number of assets that are depreciated)
Form 4797 Sales of Business Property (Enter number of business properties sold)
Form 6252 Installment Sale Income - First Year (Enter number of 1st yr. properties sold on installment):
Installment Sale Income - Subsequent Years (Enter number of all other properties sold on installment):
Form 8582 Passive Activity Loss Limitations
Form 8829 Taxpayer: Expenses for Business Use of Your Home (use simplified method )
Spouse: Expenses for Business Use of Your Home (use simplified method )
SEP Taxpayer: Maximum SEP contribution worksheet
Spouse: Maximum SEP contribution worksheet
Schedule SE Taxpayer: Self-employment tax
Spouse: Self-employment tax
Form 8995 Qualified Business Income Deduction Simplified Computation
For complex calculations add Form 8995-A at the bottom of this form.
Form 2210 Underpayment of Estimated Taxes
Form 6251 Alternative Minimum Tax
Other AMT Forms other than Form 6251 with separate AMT Calculation (Enter number of forms)
Form 8615 Tax for Certain Children Who Have Unearned Income ("Kiddie Tax")
Form 8959 Taxpayer: Additional Medicare Tax
Spouse: Additional Medicare Tax
Form 8962 Premium Tax Credit (for health insurance through the Marketplace)
Form 1099-Q Payments from Qualified Education Programs
Form W-2G Form W-2G Certain Gambling Winnings (enter number of W-2Gs)
Amended Amended Return (1040X, IT40X, Other States X)
Clients that filed the original return that needs amended with our firm only pays for amended return form 1040X, IT40X, or other states amended return form, and any new forms as a result of the amendment. There is no charge if the amended return is to correct an error we made. New clients pay the normal fee for preparing the return plus the charge for 1040X. Postage charges may apply.
Add Forms/Schedules
Enter Form Number or Schedule Letter(s) then press the enter key:
Total $  145

Your actual cost may vary from the estimate. While preparing your tax return, additional tax items not listed in the estimate, may be required. Quantities may change too. Additional fees may apply if transactions or classifications listed on a form exceed a set threshold. For example, Form 8949's "Sale and Disposition of Assets" fee includes up to three listed transactions. Multiple forms may be necessary when required by the IRS. Additional hourly charges could also apply if tax records are not well organized. Bank fees of 4% apply when paying with a credit or debit card or online.

All fees are subject to change without notice.