pricing for tax preparation* and bookkeeping

Individual IRS Federal & State Items

Form 1040: US Individual Income Tax Return

$125.00

Form IT-201: US NY State Return (or Primary State)

$50.00

Amending or Prior Year Tax Return

$250.00

Additional State

$35.00

Small Business & Tax Exempt (Non Profit)

Form 1065: Partnership Tax Return (4 partners)

$450.00

Form 1120 or Form 1120S: Corporation Tax Return (Simple)

$500.00

Business Formation or Dissolution

$250.00

Form CHAR500: NY State Annual Filing for Charitable Organizations

$350.00

Form 1041: U.S. Income Tax Return for Estates and Trusts

$300.00

Form 990: Federal Tax Exempt Organization (Simple)

$600.00

Form 1096: Annual Summary and Transmittal of Information Returns

$25.00

Form 1099-MISC: Miscellaneous Income & Form 1099-NEC: Nonemployee Compensation (/form)

$5.00

IRS Schedules & Forms

Schedule A: Itemized Deductions

$50.00

Schedule E: Supplemental Income and Loss (per Property)

$75.00

Form 8829: Expenses for Business Use of Your Home

$50.00

Schedule B: Interest and Ordinary Dividends

$25.000

Schedule F: Profit or Loss From Farming

$150.00

Schedule SE: Self Employment Tax

$25.00

Form 8863: Education Credits

$35.00

Schedule C: Profit and Loss from Business (per ea. Business)

$150.00

Form 2441: Child and Dependent Care Expenses

$25.00

Less Common Forms and Schedules (price varies)

$20.00

Schedule D: Capital Gains and Losses (per ea. 10 Items)

$50.00

Form 4562: Depreciation and Amortization

$45.00

Bookkeeping, Advising, Research and Compliance

Bookkeeping (/hr)

$80.00

Preparation-Analysis-Research (/hr)

$75.00

Tax Return Review

$100.00


*Tax preparation price list is provided as a guideline. The actual cost to prepare your tax return will vary depending upon the completeness of your accounting records, the complexity of your return, and total time necessary to actually prepare a complete and accurate return. Prices and availability of services may change without notice. It may be necessary for us to incur expenses and administrative fees for items such as filing and recording fees, notary service, overnight or special delivery service, postage, printing and photocopying.  These fees are considered to be out-of-pocket expenses and will be invoiced in addition to agreed services.