Mobile Tax Preparation & Planning Services

      

                                 Individual Returns

 $150 Basic 1040                  

  • W-2 and Social Security Income Only
  • No Dependents

$175 Advance 1040                   

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

$300 Single Member LLC, Sole Prop, DBA  1040 (Sch C)

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

$450 Itemized Return

(All returns prepared included Federal and State returns unless specifically amending only Federal or State.)         

$45/Hour                          Audit Assistance

$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                                                 

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

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

(Pricing for business returns on forms 1041, 1065, 1120 & 1120-S depends on the size of the organization and how well the documents are organized.)         

     Deadlines for returns:

  • March 15th Forms 1065 & 1120-S 
  • April 15th Forms 1040, 1041 & 1120

 

     Deadlines for extensions:

  • September 15th Forms 1065 & 1120-S
  • October 15 Forms 1040, 1041 & 1120

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

Fees

  • $44.95 Banker's Product (Pay-by-Refund) 
  • $25 Mail Service Fee - (Postage not included) 
  • $15, $30 & $45 Mobile Service Fee 
  • $45/hour Administrative Services Fee (SEE NOTE)
Our primary service area is within a 30 minute commute time from the Office address to the service location. We provide 15 minutes of commute time for service within our primary service area.

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 project.  At least 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. Audit Support is not included in our pricing.

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. The $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.  The rate for the bookkeeping services will be a factor in the final price.

Mobile Service is Zone-based.  The commute time is obtained from Google Maps or Wave, and will factor into the final price. The Service Zones within our primary service area are $0 for Zone 1 0-15 minutes and $15 for Zone 2 15-30 minutes of travel time, and the charge for Zone 2 will begin the first minute after the initial 15 minute commute time has surpassed.  Any service request with a commute time beyond the primary service area is considered outside of our primary service area, and the roundtrip commute time to and from the job location will factor into the final price. The calculation of the roundtrip commute time will begin and end at our Office address. The Service Zones for service outside of our primary service area are $30 for Zone 3 30-45 minutes and $45 for Zone 4 45-60 minutes of travel time.  The Mobile Service fee will be a factor will factor into the final price.


EMERGENCIES: Once servicing begins, if there is an emergency or situation, outside of our control, or an extreme weather event that prevents us from completing the request, we will reach out to the Client to inform of when the request will be completed.  

Pricing for Document Management and Document Review/Analyze is dependent on multiple factors: size of packet/booklet/document, type of project, how much research is required, etc).