fee summary/Tax Preparation

1)  Forms 1040EZ and 1040A no longer exist, only form 1040 and 1040SR now exist (plus many additional schedules that attach to the 1040), and all other forms as needed (i.e. schedule A, schedule C, 2441, EIC, Schedule D, E and so on).  Pricing is based on the complexity of the return now, and not the forms.  The changes have made the return a bit more complicated and harder to price, so I will do my best to give you as accurate an estimate as I can to prepare your return.

2)  Please do not make your appointment without the following information. (this information is manditory to file your return)

• a)Please have your form 1095A for Marketplace insurance. 
• b)All W-2's, 1099's, 1099R's, or any income statements.
• c)If the IRS sends you an Identity Protection PIN, please make sure you bring with you.
• d)If you have a partnership or something that causes you to generate a K-1 form, please have this before you make an appointment.  They come out late in the season.

3) Please bring a copy of your previous years return if I have not prepared your return before, plus the following information:

• a) Address or change of address for current preparation.
• b) Photo identification and social security cards for dependants if   you are a new client, or have new baby.
• c) 1098T from school for education credits for you or dependant.
• d) Adoption papers if child adopted in 2023.

If you are claiming Head of Household on your return, and I have not done your return before, they have added more "due diligence" requirements for the preparer, so please bring a medical bill or something that shows your address as the childs main home.  This will save both of us headache and a lot of time.  There is much fraud in this category.

Base price $145.00:   Includes W-2 income only. 

$155.00-165.00:  1099R income, Interest, dividends, ss, child tax credits, EIC, Childcare expenses, adoption credit, IRA contributions, IRA and Pension income, Education credit for students, Nebraska PTC credit.

$175.00-195.00: Includes all of the above plus - itemized deductions, moving expenses, some capital gains/losses.  

$205-250:  Includes all of the above, Sole proprietorship w/home office, rental property, capital gains/losses, depr.

Over $255.00:  Includes all of the above items plus - extensive capital gains/losses (trades), more than one rental property, other complicated items that may not be listed.

All returns Include Efile and one state (long form prices vary do to complexity)

(Must be a dependent on your return)

Payment upon preparation unless other arrangements are made.