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

Mobile Tax Preparation Services

$25 Mail Service Fee - (Postage not included)
$44.95 Banker's Product (Pay-by-Refund)
$25 or $50 Mobile Service Fee - (based on drive-time)

$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)

$350 Advance 1040

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

Business Returns

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

$200 (Form 1041) Trust & Estate

$150 Corporation Franchise Tax Initial Return

$200 CIFT-620, CIT-620

$775+ (Form 990) Tax Exempt

$775+ (Form 990) Tax Exempt

$1150+ (Form 1065) Partnership & Multi-Member LLC ..... (Form 1120 & 1120-S) - Sch K's

(Pricing for Forms 1065 and 1120/1120-S depends on the size of the organization and how well the documents are organized.)

ADDITIONAL FEES

$100 for each additional Business or Investment Property (Form 1040)

Investment Portfolios - 1099-B

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

$75+ for Foreign Income and Cryptocurrency (Individualized pricing)
$75+ for Inheritance Income (Pricing determined by income origination)

$75 Extensions

$75+ Amended Returns

$350 Itemized Tax return

$45/Hour * Audit Support Assistance (Client must be present for calls & provide letter from taxing authority)

$45/Hour * Audit Support Assistance (Notices from taxing authority and type appeals letter)

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. This charge will be applied ONLY if Income Statement & Balance Sheet for tax is required to complete an accurate tax return for the business. The $45 per hour fee will be stated separately.

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.