Pricing

NEW 2020 INCOME TAX PRICING

Reasonable, Upfront, Transparent Pricing

No Hidden Fees with our Tier Pricing
50% Nonrefundable Filing Deposit is Required at Time of Appointment
We are Currently Not Accepting Credit Cards – Cash or Check Only

Mortgage Assistance: $50.00
Additional Copy of Tax Return: $35.00
Fee for Mailing Returns: $25.00
Fee per Electronic (PDF): $25.00
Federal Estimated Payments (IRS): $35.00
Federal & State Estimated Payments: $50.00
Education Credits: $35.00
Payment Vouchers: $5.00 each
Broker Statements” Will be Priced Accordingly

Responding to notices received from IRS, New York State, or any other state, additional charges will apply.

 
Every client is provided with a tax packet which includes copy of their return

Tier 1 – $140
  • 1040 w/ up to
  • 2 W2’s & 1099’s
  • 1 State Return

 

Tier 2 – $250
  • 1040 w/ up to
  • 5 W2’s & 1099’s
  • 1 State Return
  • Schedule B
    (up to 10 int. & div. entries)

 

Tier 3 – $350
  • 1040 w/ up to
    10 W2’s & 1099’s
  • 1 State Return
  • Schedule E Page 2 K1 Entry
  • Up to 2 of the following:
    • Schedule A (Itemized Deduction)
    • Schedule D (up to 5 Sales – Stocks, Bonds, Mutual Funds or Investment Real Estate)
    • Earned Income Tax Credit
    • Child Tax Credit
    • Credit for Child and Dependent Care Expenses
    • Education Credits

 

Tier 4 – $550
  • 1040 w/ up to
    15 W2’s & 1099’s
  • 1 State Return
  • 3 or more of the following:
    • Schedule A (Itemized Deduction)
    • Schedule D (up to 6-20 Sales – Stocks, Bonds, Mutual Funds or Investment Real Estate)
    • Earned Income Tax Credit
    • Child Tax Credit
    • Credit for Child and Dependent Care Expenses
    • Education Credits
    • Your Choice (1):
      • Schedule C
      • Schedule E
      • Uber & Lyft
        Please note: Setting up any one of these is an additional $100.00

       

      Additional Charges May Apply
      • $30 Earned Income Tax Credit
      • $20 Child Tax Credit
      • $35 Credit for Child and Dependent Tax Credit
      • Federal (IRS) $25 State Credit Additional 10.00
      • $30 for Each Additional State Return
      • $150 for Each Additional Schedule C
      • $150 for Each Additional Schedule E Rental Property
      • $30 for Each Additional Schedule E Page 2 K1 Entry
      • Amended Returns not included.

      As every taxpayers situation is different, it may require additional forms not listed here, additional charges will apply.

      Please Note: Responding to notices received from IRS, New York State, or any other state, additional charges will apply.

       

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