Tax Service Fee Schedule

 Tax Services

Fee Schedule

How our fees work: We value our client’s trust and believe in the principle of truth in advertising. Unlike many firms we do not charge by the hour or by the form. We provided upfront pricing which means you will know and agree to our fee prior to us beginning any work or you making any commitment.

 

Once we have all or at least all material information required to prepare the return or project we determine our fee based on your unique tax. This comes down to the time it will take us to prepare, review and finalize the return or project based on the complexity of the services needed. 

 

The forms necessary to complete your tax return may vary from year to year as your situation changes. For that reason, final pricing is always subject to a client’s individual situation and the complexity of their return. Tax preparation fees are NONREFUNDABLE!

We ask for 50% of the fee prior to beginning any work and the balance when we provided you with a draft prior to submission. If you do not have the funds to pay in advance, NO PROBLEM! Our fees can be deducted from your refund.  

 

We do offer tax refund advance loans up to $2,500 for those who qualify!

Pricing subject to change, adjusted to meet individual clients unique needs and discounted when multiple services utilized. We work with all clients to determine how we can work together to meet their tax and accounting needs at a price they can afford. Fees are determined and agreed upon once ALL information is received and prior to beginning any work. Tax preparation fees do not include audit support.

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Prices for 2019 Tax Season

Hourly Services

Consultation 197 per hour
For up to 1 hour of time with tax consultant

IRS Resolution & Audit Support $397 per hour
Federal or State Correspondence $397 per hour
This fee does not apply to current clients for tax years

we were engaged for.

Deluxe Tax Returns

Deluxe returns include:

 

  • Form 1040

  • Form 1040A 1040EZ

  • Prepare schedules C, D, E, F, K1, and any other form for complexed Income situations.

 

We specialize in returns with people who are W2 employees, Small Business Owners, Independent Contractors, Self-Employed, and Individuals that partner in business opportunies with other well established companies.

Tax Preperation & Filing 

Personal Federal Income Tax Preparation - Simple $250
1040-EZ return and related statements, including cost of e-filing (does not include audit support) (limited to 2 W2s, standard deduction, state and efile)

Personal Federal Income Tax Preparation  Individual/HOH $400

1040 return and related statements, including cost of e-filing (does not include audit support) (limited to 2 W2s, dependents, expenses, state and efile)

 

Personal Federal Income Tax Preparation - Married Filing Joint $475

1040 return and related statements, including cost of e-filing (does not include audit support) (limited to 2 W2s, dependents, expenses, state and efile)

 

Personal Federal Income Tax Preparation - Married Filing Separate $425

1040 return and related statements, including cost of e-filing (This is for each persons return and does not include audit support) (limited to 2 W2s, dependents, expenses, state and efile)

Personal Federal AMENDED Income Tax Preparation $400 – $650
Amended 1040 return and related statements, including cost of mailing

(does not include audit support) (for new clients needing prior return amended)

Personal Federal AMENDED Income Tax Preparation $200 – $300
Amended 1040 return and related statements, including cost of mailing

(does not include audit support) (for existing clients)

Small Business Federal Income Tax Preparation $550-850

1040, Schedule A, Schedule C and all related forms, including cost of

e-filing or mailing (does not include audit support)

City Tax Preparation $100 per filing

(only cities within the State of Ohio)

Sales Tax Return Preparation $100 – $150 per filing
Per state, per filing (does not include audit support)

Payroll Federal & State Annual Return Preparation $250
W2/W3 Filings for Up to 5 Employees ($20 Each employee over 5)

(does not include audit support)

Payroll Quarterly Return Preparation $125 per filing
Quarterly‎ 941 and Applicable State Filings – Fee is per filing for up to 5 employees ($10 each employee over 5) (does not include audit support)

Annual Federal 1099 Filing Preparation $250
Filings for Up to 5 Contractors – ($20 each additional contractor)

(does not include audit support)

Note: processing of additional forms is $25 per additional W2 or 1099 and $50 for each additional form to be filed.

Legal, Audit and ID Theft Protection

Tax season is here. Are you ready? Investing in a legal plan on the front end will save you time, money and stress on the back end. In addition to all the other great benefits we our customers receive, our legal services program includes audit protection which will protect you with:
*IRS Audit Protection
*IRS Audit Collection
*Tax Fraud Assistance
*Video Law Library
*Forms Service Center

Our CEO and many of our clients have won their audit and saved thousands, and so can you! These are just a few of the many benefits our customers appreciate. Legal consultation, 24hr emergency assistance, free will preparation and more.

To make sure you and your family and business is protected, sign up for your Legal plan and IDShield plan. Sign up and receive $50 off your tax prep fees!

Individual/Family
Entrepreneur/Small Biz