2016-12-29-tax-happens-53-editServices & Fees

How our fees work: Unlike many firms we do not charge by the hour or by the form. We provided upfront pricing which means you will know and agree to our fee prior to us beginning any work or you making any commitment. Once we have all or at least all material information required to prepare the return or project we determine our fee based on your unique tax and accounting needs. Fees comes down to the time it will take us to prepare, review and finalize the return or project based on the complexity of the services needed. We ask for 50% of the fee prior to beginning any work and the balance when we provided you with a draft. We DO NOT offer refund anticipation loans.

Schedule Appointment

 

Tax Happens Fees for Services‎

 

Pricing subject to change, adjusted to meet individual clients unique needs and discounted when multiple services utilized. We work with all clients to determine how we can work together to meet their tax and accounting needs at a price they can afford. Fees are determined and agreed upon once ALL information is received and prior to beginning any work. Tax preparation fees do not include audit support.

 

minimum fee for any service is $300

10% Military Discount

50% of Fee Is Due Prior to Work Beginning.

Balance is due when draft is provided. Final copy and e-filing will not be provided until balance is paid.

Hourly Services‎

Certified Public Accountant (CPA) $250 per hour
Consultation $250 per hour
$250 for up to 1 hour of time with CPA
Irs Resolution & Audit Support $250 per hour
Federal or State Correspondence $250 per hour
This fee does not apply to current clients for tax years we were engaged for.

Tax Return Preparation & Filing‎‎

               ****We provide upfront pricing EXACT fee is determined once we have ALL documents and before we begin any work****

Personal Federal Income Tax Preparation Minimum Fee is $350
1040 return and related statements, including cost of e-filing or mailing (does not include audit support)

Personal Federal Income Tax Preparation with Schedule C or E (Business or Rental) Minimum Fee is $400
1040 return and related statements, including cost of e-filing or mailing (does not include audit support)

Personal Federal AMENDED Income Tax Preparation Minimum fee is $500
Amended 1040 return and related statements, including cost of mailing (does not include audit support)

Personal State Income Tax Preparation Minimum fee $250
Return and all related forms, including cost of e-filing or mailing (does not include audit support)

Business Federal Income Tax Preparation Minimum fee $850
1120, 1120s, 1065 and all related forms, including cost of e-filing or mailing (does not include audit support)

Business State Income Tax Preparation Minimum fee $500
Return and all related forms, including cost of e-filing or mailing (does not include audit support)

Tax Exempt Federal Return Preparation Minimum Fee $750
Form 990’s and all related forms, including cost of e-filing or mailing (does not include audit support)

Sales Tax Return Preparation $275 per filing
Per state, per filing (does not include audit support)

Annual Federal 1099 Filing Preparation $275
Filings for Up to 5 Contractors – ($10 each additional contractor) (does not include audit support)

NOTE  these fees do not including bookkeeping services. There are additional fees for maintaining clients QuickBooks, importing bank transaction, preparing bank reconciliations, going through bank statements, sorting numerous documents and receipts in order to prepare the financial statements  (Income Statement & Balance Sheet). This is required to prepare complete and accurate tax returns for businesses. This additional will be separately stated. \  This is where we can work with you to minimize fees and give you options to make this easier and more affordable for you.  We provide tax basis bookkeeping services in house, if needed we will refer to a qualified bookkeeper.

Bookkeeping Service‎   (We maintain books and records in our office, client received detailed reports)

Monthly/Quarterly Bookkeeping Services
Small Businesses starting at $200 per month

Quarterly Review and Reconciliation
Small businesses starting at $600 per quarter – average $600 – $2,000

Annual Review and Reconciliation
Small businesses starting at $1,200 – average per tax year is $1,500 – $2,500

 

New Business Set Up‎

Articles of Organization or Incorporation      $300
Does not include State Fee 

Tax Identification Number      $150.00

S-Corporation Election      $200.00

Preparation and Electronic Filing of Form 1023-EZ Federal application for tax exempt status      $400

Does Not Included Federal Fee ($275* this can change)

Preparation of form 1023 Federal Application for Tax Exempt Status
Small Tax-Exempt entities average $600 – $2,000 – Does Not Include Federal Fee (About $400 to $850)

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Schedule Appointment