Tax Preparation Fee Schedule

Below is our average fee structure for Individual Tax Returns. Understand that each taxpayer’s tax situation is as unique as they are. Due to this fact, we only list average pricing. Individual quotes are available upon request.

 

 STANDARD $600 to $800

Our Standard Rate includes your Federal Tax Return and NC State Tax Return and can include the following:

  • Income: W-2’s & 1099’s (retirement), Social Security, Interest & Dividends, Unemployment Compensation, Schedule D (minimal 1099 consolidated statments)
  • Scheule C - Sole Propreitor (simple)
  • Schedule E - Rental Income or Loss (simple)
  • Deductions: Schedule A Itemized Deductions, Educator Deduction, IRA deduction, Student Loan Deduction
  • Credits: Child Tax Credit, Earned Income Tax Credit, Education Credit, Energy Credits
  • Other Misc: Market Place Health Insurance Reconciliation, Estimated Tax Payments

MODERATE $800 to $1000

Our Moderate Rate includes all items as the Standard rate and can include the following:

  • Multilple or Complex Schedule C Profit & Loss from Business,  Multiple or Complex Schedule E Rental Property, K-1 from S-Corporation, Partnership, Estate or Trust

PREMIUM Starting at $1000

Our Premium Rate includes all items as the Standard & Moderate and can include the following:

  • Multiple Complex Schedule C’s, Multiple Complex Rental Properties, Multiple Investment 1099-B, K-1’s from investments, sale of capital assets, foreign income, virtual currency

ADDITIONAL STATE TAX RETURNS starting at $50 (note: many state are simple and others are complex)

If you would like a personal quote, please email  This email address is being protected from spambots. You need JavaScript enabled to view it.

Our fee includes:

  • A compete digial tax preparation is availble though our tax software provider, Drake Software.  Our service provides a secure, encrypted portal for you to exchange documents, have access to your tax returns, sign your tax returns and pay our fee.  There is not additional charge for this service.
  • Year-round availabilty to answer simple tax questions
  • Simple tax planning after completion of your current year tax returns
  • Monthly Newsletter and Important Tax Updates