Form-based flat fees,
detailed below
$250/hour
or negotiated flat fee
$250/hour
or negotiated flat fee
Individuals:
Expat, nonresident alien, or dual-status tax return (Form 1040 or 1040NR) ……………………………………………….. $430
– includes 1 state, 1 Schedule D with up to 10 entries, schedules A and B,
and any foreign earned income exclusion or foreign tax credit
Purely domestic individual tax return (Form 1040) ………………………………………………………………………………………….. $320
– includes 1 state and 1 Schedule D with up to 10 entries
Businesses:
S corporation under $250,000* domestic return (Form 1120-S) …………………………………………………………………….. $550
C corporation under $250,000* domestic or foreign return (Form 1120 or 1120-F) ……………………………………. $600
– excludes Form 5472 (see Add-ons, below)
Partnership under $250,000* domestic return (Form 1065) ……………………………………………………………………………. $700
* Add $150 for any business with over $250,000 of assets or $250,000 of gross receipts.
Non-profits:
Tax-exempt entity full return (Form 990, 990-PF) …………………………………………………………………………………………. $500
Tax-exempt entity “postcard” return (Form 990-N, gross receipts <$50,000) ………………………………………….. $200
Political Contributions and Expenditures Disclosure (Form 8872) …………………………………………………………….. $200
Schedule C (e.g., independent contractor or single-member LLC) …………………………………………………………………………….. +$100
Schedule D Expansion (Form 1040) ……………………………………………………………………………………………………………………………….. +$25 per 10 additional trades
– applies to a Schedule D with 10 or more trades only (a smaller Sch. D is already included in the base charge)
Schedule E (rental, royalties, K-1 investments) ………………………………………………………………………..……………………………………. +$100
Schedule F (farm income) ……………………………………………………………..………………………………………………………….……………………… +$300
Additional state return …………………………………………………………………….………………………………………..……………………………………… +$100
Additional U.S. territory return …………………………………………………………….……………………………………………………….………………… +$150
Foreign Asset Disclosures beyond 8838 Thresholds (Form 8838) …………….……………………………………………….……………. +$100
Expatriation Statement (Form 8854) ……………………………………………………………………………………………………………………………… +$500
Foreign Bank Account Report (Form FinCEN114) ……………………………………………………………………………………………………….. +$100
– includes up to 4 accounts, +$25 per additional account
Corporate Transparency Act Beneficial Ownership Report (Form BOIR) …………………………………………………………………… +$50
– includes up to 4 beneficial owners, +$25 per additional beneficial owner
Return Extension (Form 4868/7004) ……………………………………………………………………………………………………………………………….. +$25
Treaty Position Disclosure (Form 8833) ……………………………………………………………………………………………………………………….. +$25 to +$100, depending on complexity
Foreign-controlled U.S. Entity Information Return (Form 5472) ……………………………………………………………………………….. +$300 to +$500, depending on complexity
U.S.-controlled Foreign Entity Info. Return (Form 5471, 8865, or 8858) ………………………………………………………………….. +$500 to +$700, depending on complexity
Various Elections (6013(g), Section 962, etc.) ……………………………………………………………………………………………………………… +$25 to $150, depending on complexity