Tax Return Pricing 2019 Filing Season

PRICING FOR INDIVIDUALS

I stand behind my work. All prices below include one state return. For New Hampshire residents, the price will be reduced by $50-$100 depending on service level.

Filing Service: $150 - W2’s, 1099’s, and bank interest and dividends

Standard: $325 - Itemized deductions, child tax credit, education credits, EIC, 1-6 stock sales

Plus: $449 - For people who have one of the following situations: Sole proprietor (Sch. C), a home sale, rental property activity (Sch. E),  employee stock or greater than 7 capital gain transactions (Sch. D), FATCA reporting of foreign accounts. Two of the aforementioned situations add $100.


My flat fee pricing has three levels. Clicking on each flat fee type above will provide a more detailed explanation. All pricing options include an in-person or over the phone interview and follow-up as necessary to ensure we have exhausted all legal avenues to reduce your tax burden.

For the prior year filing season, I charged the flat level fees for 85.11% of all individual tax returns. Sometimes, a situation requires extra care and assurance and extra time is required. I will do my best to communicate to you any necessary time charges above the standard flat fees listed below when it becomes clear additional time will be necessary to exercise due care.

All pricing includes e-filing of your federal and one state tax return. A PDF copy or paper copy of your return is required to be provided. Paper filing of returns with the IRS and state taxing authorities are an additional $40. Expedited service is available for an additional fee from March 15-April 18th.

I require payment after completing your returns but prior to e-filing or providing paper filing copies of your returns.


Filing Service

Perfect for people who do not have a complex tax return and don’t have the time to sit through time-consuming tax software questionnaires. Ideal for people with the following activity:

  • W2’s - Up To 5 is Okay!
  • Health Insurance Reporting – Form 1095-A/B/C
  • Bank Interest & Dividends

Fee: $150 - Below National Average for 2016-2017


Standard

Perfect for people who have a more complex tax profile - includes all activity included with the filing service package above, plus:

  • 1099 MISC – With Minimal Related Business Expense
  • Mortgage Interest
  • Medical Expenses
  • Charity
  • Unreimbursed Employee Business Expenses
  • All Other Unlisted Itemized Deductions Found On Schedule A
  • Stock – 1 to 6 Sales Transactions
  • Dividends & Interest
  • Child Tax Credit
  • Student Loan Interest
  • Earned Income Tax Credit (EIC)
  • E-Filing of one Additional State Return - $100 

Fee: $325 – Below Regional Average Fee For 2016-2017


Plus

For people with a more complex tax profile with the all the standard activity listed above, plus one of the following:

  • Sole Proprietor (Schedule C)
  • Rental Property (Schedule E)
  • Home Sale
  • Over 7 Stock Transactions (Schedule D)
  • Estimated Tax Payments Calculations and Filing Paperwork
  • Employee Stock Options
  • FATCA Reporting of Foreign Accounts
  • E-Filing of Additional State Return $100

Fee: $449* – Below National and New England Average Fee for 2016-2017 For Individuals With Above Tax Profile.  *Two situations listed above may incur additional $100 charge if an activity is extensive.


Days until April 15

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T: (978) 925-3003 E: tk@tkcpa.us

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