Pricing & Rates

Income Tax Preparation Fees

NEW PRICING IS EFFECTIVE SEPTEMBER 1, 2023


CURRENT PRICING FOR RETURN PREPARATION:

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

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

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



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

          Form 1040 Plus Small Business                                                                              $205+

          Form 1040 Plus 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


  *****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!!



Maximize your Savings!

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!!