Prices effective April 7, 2021

Fees for 1065, 900, 1041, Indiana PPT, and Consulting

Form Ref Form Description
Total $  135
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; 1099-Div
State State Individual Income Tax Returns - Indiana
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 ($35 each)
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 foreign tax < $300 ($600 MFJ)
Form 2441 Child and Dependent Care Expenses
Form 5695 Residential Energy Credit
Investments
Schedule D Capital Gains and Losses
Form 8949 Sales and Other Disposition of Capital Assets - Schedule D required
    - Enter number of sale items. Do not include items in a PDF attachment (enter number of PDF attachments below), or covered securities with no adjustments - $10 for Form. First 5 items included; $3 per item over 5.
    - Enter number of PDF attachments containing sale items (one per broker)
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 Profit from Business with no expenses - Schedule SE required (Enter number of businesses)
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.
Other
Form 2210 Underpayment of Estimated Taxes
Form 6251 Alternative Minimum Tax
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 $  135

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 hourly charges could also apply if tax records are not well organized.

All fees are subject to change without notice.

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