Mobile Tax Preparation Services / Mobile Services | Taxes, Docs "N" More

Mobile Tax Preparation Services

Individual Returns

$150 Basic 1040 / State

W-2 and Social Security Income Only
No Dependents

$175 Advance 1040 / State

W-2, Cash, Social Security & 1099 Income - (No Schedule C)

$350 Advance 1040 / State

W-2, Cash, Social Security & 1099 Income - (Schedule C

$450 Itemized Return

$75 Extension

Amended Returns (Federal / State) >>>>

$75 Prepared by Taxes, Docs "N" More
$75+ standard price of return type (original prepared by others)

Business Returns

$300+ (Form 1041) Trust & Estate
$150 Corporation Franchise Initial Return
$200+ CIFT-620, CIT-620

$775+ (Form 990) Tax Exempt

$350+ (Form 1040 / Sch C) Single Member LLC, Sole Prop, DBA

$1150+ (Form 1120 & 1120-S) - Sch K's

$1150+ (Form 1065) Partnership & Multi-Member LLC - Sch K's

(Pricing for returns on forms 1065, 1120 & 1120-S depends on the size of the organization and how well the documents are organized.)

Additional Charges apply for

Investment Portfolios - 1099-B

$50 Each Small (1-5)
$75 Each Medium-sized (6-10)
$100 Each Large (11+)

$100 Each add'l Business (Form 1040)
$100 Each add'l Investment Property (Form 1040)

$75+ Inheritance Income
$75+ Cryptocurrency
$75+ Foreign Income (Type of asset originated from is a factor)

Note: Preparation fees for Tax Returns do not include bookkeeping services. An additional charge will apply for reviewing & reconciling client maintained Quickbooks, reviewing bank statements, and sorting documents & receipts in order to prepare the Income Statement & Balance Sheet for tax preparation purposes. $45 per hour fee will be stated separately, and will ONLY be applied if Income Statement & Balance Sheet is required to complete an accurate tax return for the business.

Fees

$44.95 Banker's Product (Pay-by-Refund)
$25 Mail Service Fee - (Postage not included)
$25 or $50 Mobile Service Fee - (based on drive-time)
$45/hour Administrative Services (SEE ABOVE)

$45/hour
Audit Assistance

Client(s) must be present for calls to be made
Client(s) must provide notices from taxing authority
When Appeals letters are typed for client(s), they must review it prior to signing it

Our fees process: Unlike many firms we do not charge by the form or by the hour for tax preparation services but rather the time it will take to prepare the return and the complexity of the return. However, other services we provide may be charged by the hour. We provide upfront pricing for all services that are not identified as being charged by the hour which means you will know and agree to our fee for the tax preparation services prior to any work beginning or any commitments made. If it is determined that we need to provide Bookkeeping services to complete your return, you will be informed of the hourly rate to performs those services prior to that process beginning. Once we have all or at least all material information required to prepare the return or project, we will determine our fee based on your unique needs. Our fees are determined by the time it will take us to prepare, review and finalize the return or project based on the complexity of the services needed. Fifty percent (50%) of the fee will be required prior to beginning any work and the balance must be paid prior to reviewing the completed return or project. Audit Support is not included in our pricing.

Mobile service fees are based upon drive-time from the Office. The fee is $20 for up to a 25 minute drive-time and $50 for up to a 45 minute drive-time.