$250 and up: Federal 1040 + 1 State (additional States $30.00/$50.00)
Includes 1 full annual interview + required follow ups via email/phone, tax return preparation, e-file transmittal, filing fees for Fed +1 state, client copy of return provided in a choice of hard copy or electronic format. *Existing client discounts may apply – call us with questions.
$50.00: Contactless Document Pickup Service for Clients who are not able to leave the home
We have suspended all in-home full interviews until the danger of transmission is over. However, we understand there may be extreme circumstances where someone has no other option other than home pickup for documents. The $50.00 pickup fee will include local pickups in Valparaiso and general area. There may be a mileage cost for long distance needs or we may walk you through arranging a delivery service pickup from your home.
$300 and up: Federal + Sch. A + State
Includes itemized Deduction digging, analysis and filing.
$400 and up: Federal + Sch. C + State
Includes sole proprietors & single-member LLCs.
$50 and up: Additional Schedules
$50: Schedule (D) Stock sales / Capital Gains Calculation reporting
$50 per: Schedule (E) All rental property owned by (a) person(s) – $ per property
$30: Additional State Returns (Stand Alone State returns are quoted and if a new setup, $50.00)
$500 and up: Business Returns
Includes LLCs, S & C corps, Partnerships, Solo LLCs / S-Corps being Reported on 1040 Schedule C etc.
Inquire: Other (Amendments, Planning, Quarterly services, IRS services, etc.) These may be quoted, fee based or hourly depending on the service.