Individual Tax Return Rates

IMPORTANT NOTE
Thoroughly review our rates and disclaimers. Accepting our rates and terms are required in order to schedule a comprehensive appointment with our team. Our value to our clients lies in the quality of service we provide from our admin team to our professional team and everyone in between to effectively put you at a tax advantage. We do not negotiate our rates and we do not offer referral discounts. Do not schedule an appointment if our comprehensive services do not work for the value you are seeking.

You may also try THE EXPRESS LANE service for a less comprehensive and more affordable option. THE EXPRESS LANE Service is available only for the most basic of tax returns. See if you qualify.

While our Standard Tax Return Rates normally range from 325-700 for Base Level tax returns to 700-1600+ for more complex returns, the forms and services listed on our menu are the most common fees which may not include possible and relevant additional fees pertaining to your actual service.
*Rates are subject to change on our menu each year to accommodate inflation and cost of operations.

TAX ADVISORY: Strategies and Planning
The secret to early retirement and paying less taxes.
One of the most crucial steps to saving tax dollars and growing your assets using major tax advantages is tax advisory. Most taxpayers forget that a tax return is basically the final summary of all money decisions made during the year. If you set yourself up properly, you can effectively lower your tax liabilities and add to your assets with the money saved instead of paying the IRS. Find out how much you can save with our team. Ask about our special tax advisory packages.

EXPEDITED SERVICES
Urgent Tax Return or IRS Related Appointments
Email us directly and do not use self scheduling tool.
Rates are additional to total invoice:
      1 business day +1800
      2 business days +1100
      up to 5 business days +700

One-time Professional Letters or Statements to a third party other than IRS
Same day service (all info submitted by 10am) 1275
1 business day 950
2 business days 650
up to 5 business days 325

New Client Setup & Maintenance
One time initial setup per individual. 475
Your personal information and notes of your financial goals from the comprehensive assessment session with our advisors are constantly updated each interaction for a truly bespoke experience. Your setup will enable you to utilize the IRS compliant virtual filing cabinet we organize and maintain for you to share documents with our team. You will also have access to IRS compliant e-signatures and secure e-filing procedures. Client documents are accessible 24/7 if client’s status is current and active with us. Inactive clients over 2 official tax seasons need to register again when returning to our services.
One of our team members will reach out for a one time fee and make the process convenient and easy for you.

THE EXPRESS LANE: Simple Tax Returns
We simply do it for you!
No setup or maintenance fees as stated above for this basic service.
Convenient, fast, accurate, and affordable!
Our team of professionals make it incredibly easy!
Unlike DIY software, we sign off on your returns with official professional tax licenses.
Perfect for students, retirees, those with uneventful tax years, and don’t need proactive guidance or detailed breakdowns.
Do I qualify for THE EXPRESS LANE?

Quickfire Q&A Sessions
Questions during and pertaining to the filing of a current tax return is very different from questions regarding bespoke advice on what a taxpayer should do in different circumstances. That falls into the Tax Advisory services for loopholes and advantages. All other quickfire questions are prepaid on the first full hour regardless of how much time is used. That is so no one feels rushed while helping our clients the best we can on the initial call. Additional time needed will be invoiced per 30 minutes and to be paid before the services begin.

STANDARD tax return RATES

Full Service Comprehensive Tax Returns
*NOTE: Compliance services like Tax Returns and IRS required action items are separate from tax strategies and tax planning packages completed with us during the year prior to tax season.

What to expect from the service:

  • Lower tax liabilities to the max

  • Open and effective communication from our team

  • Comprehensive instructions and expectations

  • Live Q&A support during business hours

  • Overview of tax documents with a professional

  • Overview of tax return with a professional

  • Update with necessary adjustments to tax return

  • IRS compliant e-signatures for security

  • IRS compliant e-filing process

  • All required and necessary follow ups

  • Initial review of any IRS notices on the filed return

  • Open door policy. Whether you have compliments for our team or reasonable misunderstandings, don’t hesitate to reach out. We ensure quality of service.


BASE level

Federal 1040 + 1 inclusive state return
*Fees are strictly for tax return filing only. If you have questions on strategies, tax planning, maintenance, or guidance, ask our team about special year round advisory packages.

  • Single 375

  • Married Filing Jointly 475

  • Married Filing Separately 475 each return

  • Head of Household 475

  • Qualifying Surviving Spouse 475

  • Domestic Partnership Returns +525

  • Back Tax Returns +300

  • Additional state returns +225 each

  • Form 568 California State Single Member LLC +250

  • Incomplete information for scheduled appointment requiring additional time/appointments for discovery and adjustments invoiced additional by the hour. See disclaimer for hourly and definition of “Incomplete Information” and “Additional Time”. Disclaimer: Additional time/appointments rates

  • End of tax season: DEADLINE PREMIUM RATES

  • Extension: File an Extension

  • Amended Tax Return base rate | New Client 1050
    + additional fees may apply upon review

  • Amended Tax Return base rate | RC prepared original return 475
    + additional fees may apply upon review

New Client Prior Years Review Rates
See new client additional rates.
***Non-negotiable. All new clients require a review and assessment of last 2 known filed years of tax returns. There is information we need from prior years to file a current year’s return correctly. It will require ample time for review to capture all relevant carryover data and depreciation values for the new tax return.


ADDITIONAL irs FORMS & schedules

Some of the most common forms to a tax return are listed below.
*Additional forms listed may lower your tax liability or may be a requirement by the IRS

  • Over 5 W2s and W2Gs
    +12 each after the initial 5 W2s

  • 1095A Reporting and Form 8962
    +45 Advance Premium Tax Credit

  • California Form 3895 Health Insurance Marketplace
    +45 Advance Premium Tax Credit

  • Economic Impact Payment
    +95 EIP Qualification

  • Form 8915F 3 Year Elect on early distributions
    +120

  • Cares Act EDD income exclusion up to 10200 (Tax Year 2020 only)
    +75

  • Form 7202 FFCRA Families First Corona Virus Response Act (Tax Year 2020 only)
    +190 Paid family leave or sick leave for self employed

  • K1 reporting and Partnership Income Schedule E
    +125 each basic K1
    +275 each advance K1 (w/ reconciliation and QBID)
    +Standard Hourly if requires additional and necessary correspondences

  • FBAR Report of Foreign Income and Bank Accounts
    +450 up to 3 accounts plus hourly on any additional discovery, correspondence, or additional appointments

  • Foreign Earned Income Exclusion Form 2555
    +715 plus hourly on any additional discovery, correspondence, or additional appointments

  • Form 1116 Foreign Tax Credit
    +80 Domestic investment income derived
    +325 Foreign income derived

  • Schedule EIC
      +125 Earned Income Credit
    +190 2019 earned income for look back election to qualify for EIC in 2020

  • California Earned Income Tax Credit (EITC)
    +40

  • Child Tax Credit and Other Dependent Credit
    +40 per qualifying child/dependent

  • Advanced Child Tax Credit
    +75 Advanced payment of CTC calculation summary beginning July of tax year 2021
    +150 w/o summary and require discovery

  • Schedule A (Federal deductions)
      +175 Single/Married Filing Separate/Head of Household
      +225 Married Filing Jointly

  • Multiple primary mortgages limitation calculations
    +50

  • CA Itemized Deduction (Qualified Federal deductions and California State unreimbursed employee expenses not conformed/not qualified on Federal return beginning 2018)
    +150 Single/Married Filing Separate/Head of Household
    +200 Married Filing Jointly

  • Schedule B
      +50 Required ONLY if interest income and dividend income is greater than 1,500

  • Schedule C (Sole Proprietorship Profits and Loss)
      +250 per business entity (if expenses fully and neatly organized by client)
    plus hourly (if expenses need to be organized and reconciled by RC Team)

  • Form 8995
    +100 QBID Qualified Business Income Deduction
    (if qualifications are met, it is a 20% automatic deduction on net profit)

  • Schedule D
      +110 Stocks Gains and Loss with 1099B up to 100k proceeds
    +180 Stocks Gains and Loss with 1099B 100k-200k proceeds
    +250 Stocks Gains and Loss with 1099B 200k proceeds and up
      +280 Company Stocks Reporting: RSU ESPP ISO
    +340 Qualified Small Business Stock - Section 1202 Exclusion
    +Standard hourly rate applies to required additional discovery/correspondences
    +Standard hourly rate applies to reporting of Contracts and Straddles

  • Cryptocurrency reconciliation and correspondence
    +250 Basic
    +750 Advance
    +Standard hourly rate applies to required additional discovery/correspondences

  • Schedule E Rental Properties
    +350 per new property
    +200 per recurring property
    ***For maximum returns, loopholes, and strategies on offsetting income with multiple assets, schedule an advisory session and/or maintenance plan with our professionals.

  • Sale of Rental Property w/ Gains/Ordinary Income Loss Calculations
    +360 per property

  • 1031 Exchange
    +840 per property

  • Sale of Personal Residence
    +350 per property

  • Alternative Minimum Tax Calculations
    +125

  • Form 8801 Minimum Tax Credit (from previous AMT paid)
    +130

  • Form 2441 Dependent Care Credit
      +80 per Child

  • Form 2441 Dependent Care Benefit Taxable Event
    +35

  • Schedule H - Household Employee Wages and Tax Withholdings
    +140

  • Form 5329 Additional Taxes on Qualified Plans
    +35 per 4 qualified plans

  • Form 5695 Residential Energy Credit
    +175 Government credits for solar and energy saving updates to your home

  • All forms of Alternative and Electric Motor Vehicle Credits
    +125 each qualified vehicle or charging station

  • Form 4684 Casualty and Theft Loss
    +275 FEMA Qualified Disasters and other loss of assets due to disasters and theft

  • Form 8606 Nondeductible IRA and Roth Conversions
    +80

  • IRA Contribution
    +30

  • Form 8880 Retirement Savings Contribution Credit
    +30

  • Form 8889 Health Savings Account Contributions and Distributions
    +40

  • Form 8959 Additional Medicare Tax Withholding
    +30

  • Form 8960 Net Investment Income Tax
    +30

  • Form 8863 - Education Credits
      +175 American Opportunity and Lifetime Learning Credits

  • Form 9465
      +120 Installment Request Form for taxes owed to IRS
      +120 Installment Request Form for taxes owed to a state

  • Estimated Tax Payments Setup Only - based on prior year tax return
    +75 established with tax return
    +275 when established separately from tax return

  • Estimated Tax Projections & Strategies
    Starts from 719 at base level
    Bespoke rates are assessed and proposed based on personal situation


*There may be additional forms that are uncommon to the usual tax return. Additional forms fees or additional client correspondence hourly rate is applied in those circumstances. 

*For services where forms are not filed as a tax return, an hourly rate is effectively applied to client’s invoice. All services rendering time is invoiced.

*Rates are subject to change on our menu each year to accommodate inflation and cost of operations.

Accepted forms of payments

Zelle
Venmo
ACH via QuickBooks
Credit Card (CC +6% processing and handling fee)
We do not accept checks.


DISCLAIMER

Missing documents and missing information that requires additional correspondences from the original appointment are invoiced by the hour at 550 per hour as stated in our transparent fee schedule that you are required to consent to when booking your appointment. We have noticed many clients are not prepared for their original appointment even though we have concise instructions upon scheduling, proper tools, like our highly comprehensive checklist, expense spreadsheets on the checklist, and a solid team to make saving money and filing your taxes convenient.

When it takes us additional time and follow ups to finish a return with incomplete information, that could have been valuable time for another client. In the additional time spent together, we still pay a full team of staff their personal hourly to operate. So to answer your question in advance, yes, we invoice hourly for any additional discoveries and correspondences. We do not discount or negotiate our invoices. You’re not merely paying just for our time. You are paying for our expertise, 15 years of experience, serviced over 40,000 federal and state tax returns, the hundreds of hours of case studies and classes yearly, the research, interpretation of the IRS Sec. Codes, convenience, white glove assembly line we have finely tuned the past decade, and then some.

Your time and money is important to you, so it is important to us. We respect your time, therefore we invoice appropriately to give you the best service we are meant to provide, saving you the most money we possibly can and help you meticulously design the kind of financial freedom you see in your future.

Vibe with this?
Continue your booking and we look forward to a thriving relationship together.