Tax Preparation Services | Taxes, Docs "N" More

Suite of 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)

Basic 1040 $150

*W-2 and Social Security Income Only

* No Dependents

** 1098-E, 1098-T, EITC..

* School Readiness Credits

Extensions $75 <><><><><><><><>

Amended Returns $75

($75 plus standard return fee when original prepared by other firm

Advance 1040 $175

*W-2, Cash, Social Security & 1099 Income

* 1098-E, 1098-T, EITC, Childcare Expenses (No Schedule C)

* School Readiness Credits

Business Returns

$350+ *W-2, Cash, Social Security & 1099 Income (Single Member LLC, Sole Prop, DBA) - (Form 10401 Schedule C) $400 *(Form 1041) Trust & Estate $775+ *(Form 990) Tax Exempt $1150+ *(Form 1065) Partnership & Multi-Member LLC *(Form 1120 & 1120-S) C Corp & S Corp (Includes Schedule K-1 & K-2, (K-3 upon request)

(Pricing depends on the size of the organization and how well documents are organized)

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

ADD $50 for each Small Investment Portfolio (1-5 Investments) (1099-B) ADD $75 for each Medium-sized Investment Portfolio (6-10 Inv) (1099-B) ADD $100 for each Large Investment Portfolio (11+ Investments) (1099-B)

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

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.

Suite of Credit Services

$25 or $50 Mobile Service Fee (based on drive-time)

$75 Budgeting $150 Credit Building $250 Credit Repair & Rebuild $75 Personal Credit Companion

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.

Suite of Administrative Services

Suite of Support Services

Errand Services for (Individuals, Contractors & Businesses)

Appointment Sitter (2 hour minimum)

$35/Hour *Appointment Sitter (Permits, Permit Inspections, Home Inspections, Home Servicing, Deliveries and Stand-in-Line Service)

House Sitter (2 hour minimum)

$35/Hour *House Sitter (Includes Mail Retrieval & Plant Watering). No Pet services, $240/Day *(50% to be paid upfront)

Pickup, Shop & Deliver

If quote includes Pickup and Shop services, the Shop & Deliver price will apply. If a pickup truck is required for the service to be performed, an additional $50 will be added to the pricing.

Pickup "&" Deliver (P&D)

$45 *Single Pickup "&" Delivery location $75 *Single Pickup / Multiple Delivery locations (up to 3) $115 *Single Pickup / Multiple Delivery locations (up to 5)

$75 *Multiple Pickup locations (up to 3) / 1 Delivery $115 *Multiple Pickup locations (up to 5) / 1 Delivery

ADD $50 to the price if a pickup truck is required

Shop "&" Deliver (S&D)

$60 *Single Shop "&" Deliver $90 *Single Shop / Multiple Delivery locations (3) $130 *Single Shop / Multiple Delivery locations (5)

$90 *Multiple Shop locations (3) / 1 Delivery $130 *Multiple Shop locations (5) / 1 Delivery

ADD $50 to the price if a pickup truck is required

*Note: Items including, but not limited to, documents, packages, boxes, parts, plumbing, tools, furniture, appliances, and electrical and construction supplies cnot include the cost of items purchased.
*Rates for the Pickup, Shop & Delivery service include deliveries within a 45 mile radius from the initial pickup/shop location. Additional fees apply for additional Pickups, Shops and Delivery locations, and for longer distances. *Loader & Unloader required for heavy and large items.

Clean Out Service (2 hour minimum)

$35/Hour *Home, Office and Estate Cleanout

Suite of Business Services

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

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