Pricing & Rates

NEW PRICING IS EFFECTIVE SEPTEMBER 1, 2023

CURRENT PRICING FOR RETURN PREPARATION:

Includes Individual Federal Return, Individual NYS Return, and E-File of both

States other than NY, or in addition to NY will incur a higher fee

Multiple sole proprietorships and/or multiple rental properties will incur a higher fee

          Individual Tax Preparation (Form 1040) with emailed copy provided          $125

          Form 1040 Plus Sole Prop (Sch C) Business                                                         $205+ **

          Form 1040 Plus Schedule E Rental Property                                                       $205+ **

Paper copy of returns                                                                                               $10

New Client Set Up Fee (One Time Charge)                                                           $25        

Additional state returns                                                                                           $40

Additional Schedule C                                                                                               $80

Additional Schedule E/F                                                                                          $80

Additional Paper Copies                                                                                           $10

Failure to provide required written forms/documentation                           $10

Minimum review fee for Personal Tax Returns                                                   $50

Minimum review fee for Business Tax Returns                                                   $100

  **Pricing does not include C-Corporations, S-Corporations, Parnerships or Multi-Member LLCs of any sort.  These are a completely separate filing from Individual Income Tax Returns.  As a business owner, you will need to be aware of how your business is structured, and your filing requirements for what you have created.  Inquire as to our availability and pricing.

***If you are unclear on any of our pricing, ask before engaging our services.

*****Please note that our pricing now includes full coverage by Protection Plus!!   If you receive a tax notice, audit, or inquiry on your 2023 income tax return, you are provided with support services to reach a resolution, which includes representation before the IRS and/or state.  If you happen to fall victim to a tax- or non-tax identity theft incident, they assist in restoring your identity as quickly as possible, including unauthorized access to bank accounts, tax fraud, and more!!*****

PLEASE NOTE THE FOLLOWING DEADLINES FOR THE ABOVE-STATED PRICING, AND THE SURCHARGES LISTED BELOW FOR PAPERWORK SUBMITTED AFTER THOSE DEADLINES!!  

March 15, 2024 - Cutoff for guaranteed completion before the April deadline - paperwork arriving after this date may very well end up on extension

March 30, 2024 - Paperwork arriving after this date will incur a 25% surcharge

April 7, 2024 - Paperwork arriving after this date will automatically go on extension

April 15, 2024 - Paperwork arriving after this date will incur a 50% surcharge

August 31, 2024 - Paperwork arriving after this date will incur a 100% surcharge

Please know that we do not enjoy adding surcharges to late-arriving paperwork, but procrastination is our enemy!  We understand that life happens, and will do our best to be flexible with extenuating circumstances.  For those awaiting investment documents, please contact us prior to March 15th to make arrangements, in order to avoid surcharges!!

TO MAXIMIZE YOUR SAVINGS for your Income Tax Preparation, you can pay our fees in cash to save 10%!  If we do not incur bank fees, we can pass the savings along to you!!

Opt for an electronic copy only (provide your best email address), for our lowest fee!!