Lucas Taylor
Tax Preparation
PRICING
We believe professional services should always be transparent when it comes to pricing. By publishing our prices, we hope you can make an informed decision on selecting a tax professional. The published prices can be reduced; for example, a client who utilizes our secure portal to connect with their stock broker to import the transaction data. The prices can also be increased if a client needs additional attention unique to their situation. We will always agree on a price ahead of filing.
Check out CBS' MoneyWatch Guide to Tax-Prep Fees (2017)
Investopedia Guide to Tax Preparation Fees
INDIVIDUAL TAX RETURNS
SINGLE 1040
One State Return Included
Before completion, we'll advise you if there are any ways to lower your tax liability. After confirming your final numbers, we'll e-file your return. Included will be suggestions to lower the next year's tax return, and how the tax law changes will affect you personally.
$ 200
MARRIED 1040
One State Return Included
In addition to the services provided to the single filer, we'll also evaluate if you should file jointly or separately.
$ 275
ADDITIONAL FORMS
(click the link to learn more about each form)
Itemized Deductions
Filing a schedule A allows the taxpayer to deduct things like mortgage interest, property taxes, charitable donations, medical bills, and investment expenses.
$ 85
Interest & Dividents
This schedule is required when you earned over $1500 in interest and dividends during the tax year. The price is billed per item on the form.
$ 5 /item
Profit or loss from business
To report income or loss from a business you operated or a profession you practiced as a sole proprietor.
$90
Supplemental Income and Loss
To report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in REMICs.
$90
Household Employer
To report household employment taxes if you paid cash wages to a household employee and the wages were subject to social security, Medicare, or FUTA taxes, or if you withheld federal income tax.
$75
Capital Gains and Losses
To report sale or exchange of a capital asset not reported on another form or schedule.
$10 /item
Self-Employment Tax
To report household employment taxes if you paid cash wages to a household employee and the wages were subject to social security, Medicare, or FUTA taxes, or if you withheld federal income tax.
$65
Form 2106
Employee Business Expense
$ 45
Form 1116
Foreign Tax Credit
$ 45
$ 25
Form 2210
Underpayment Penalty
$ 60
Form 3903
Moving Expenses
Form 2441
Child Care Credit
$ 45
Form 4797
Sale of Business Property
$ 65
Form 4868
Automatic Extension
$ 35
Form 4952
Investment Interest Expense
$ 10
Form 5695
Residential Energy Credit
$ 45
Form 6251
Alternative Minimum Tax
$ 25
Form 8252
Passive Activity Loss Limitations
$ 45
Form 8283
Noncash Charitable Contributions
$ 15
Form 8606
Nondeductible IRAs
$ 45
Form 8812
Additional Child Tax Credit
$ 55
Form 8829
Home Office Expense
$ 75
Form 8863
Education Credits
$ 25
Form 8889
Health Savings Accounts
$ 25
Form 8917
Tuition and Fees Deduction
$ 25
Form 8938
Statement of Foreign Assets
$ 5/item
Form 8949
Sales and Other Dispositions of Assets
$ 5/item
Form 4562
Depreciation
$ 5/item
$ 20
Form 8960
Net Investment Income Tax
Form 8959
Additional Medicare Tax
$ 20
BUSINESS TAX RETURNS
Form 1065
Partnership Income; income & expense <$200k
Filing of partnership income and generation of K1 reports for partners. Includes extension if needed.
$ 340
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