Rates
- Short form 1040 with no itemized deductions (house) – $135
- Long form 1040 includes Schedule A & B (itemized deductions, interest & dividends) – $195
- Form 1040 with Schedule C (self-employed business) – $235
- Schedule E (rental properties) – $110
- Schedule D (capital stock transactions including gains and losses) – $110
- Partnership returns – $650
- Subchapter Corporation returns – $650
- Corporation returns – $650
- Tax exempt 990 returns – $650
Worksheet
Download this worksheet and fill it out. Bring it with you to the appointment with items from the checklist below.
What you need to bring for personal returns:
- W2’s (last pay stub does not qualify as a W2)
- 1099R – Pension/Annuity/IRA Statements
- 1098 – Mortgage Statements
- Donations, Medical Expenses, all Gambling Statements (Winnings & Losses)
- Real Estate Taxes Paid
- 1099INT/DIV – Interest Earned and/or Dividends
- 1099B Stocks bought & sold (basis needed)
- Child Care Expenses including name, address and SS#/EIN# for provider
- Education Expenses including 1098-T from college
- Voided check for clients wishing to use Direct Deposit for their refunds
- Any mailings marked with IMPORTANT TAX DOCUMENTS
- Closing statement MUST be provided for all real estate transactions including purchases and sales of property and 1099S showing transaction
- Any 1099SA forms from your HSA account
What you need to bring for business returns:
- All income statements
- Profit and loss statements
- Business Expenses
- Vehicle expenses and mileage
- Major Asset purchases including date purchased and cost
- Voided check for clients wishing to use Direct Deposit for their refunds
What you need to bring for rental income returns:
- All monies received from rental properties divided by properties
- Mortgage interest statements for properties
- Real Estate taxes for properties
- Expenses for properties by property
- Major Asset purchases or major repairs/ maintenance
Note: If I did not prepare your previous tax return, please bring a copy with you to your appointment.
Tax Planning
To project next year’s taxes, its $45 an hour.
Earned Income Credit
For those of you who don’t think you have to file an income tax return, PLEASE E-mail me! You might lose out on money that the government gives you for having low income or a child in your home. Let me figure it out for you and I can let you know.
Refunds
You can get your refunds direct deposited in your checking account or by a check in the mail.
You will get a check in the mail in about 6 weeks. With electronic filing, the money is deposited in your account in two weeks.