***Active Duty, Reserve, and Retired Military Personnel take an Additional 20% Off Individual Returns***
PIM Tax values your service to the United States.
|Individual Income Tax Forms and Schedules|
|Form 1040*||$100 (includes schedules 1 thru 6)|
|Schedule A (Itemized Deductions)||$45|
|Schedule B (Investment Income)||$15|
|Schedule C (Business Return) (form 1040 included)||$225|
|Schedule D (Capital Gains)||$50|
|Schedule E (Rental Property Income) New Client (form 1040 included)||$180 + $50 for each property|
|Schedule E (Rental Property Income) Existing Client||$180 + $20 for each property|
|Schedule E (Trust, Estate, K-1 income)||$50|
|State Returns (with a federal return)||$50 (each state)|
|Form 8949 (Capital Assets)||$20 (if more than 4 entries)|
|Form 6252 (Installment Sales)||
$125 for new; $25 for subsequent years
|Form 3115 (Change of Accounting Method)||$150|
|Form 982 (Cancellation of Indebtedness)||$50|
|Respond to a letter/notice (I prepared the tax return)||$300 + $200/hour over 2 hours|
|Respond to a letter/notice (I did not prepare the return)||$500 + $200/hour over 3 hours|
|Examination (Audit) Assistance (I prepared the return)||$500 + $200/hour over 3 hours|
|Examination (Audit) Assistance (I did not prepare the return)||$700 + $200/hour over 4 hours|
|Tax Planning & Strategy||$200/hour|
*There is no charge for Form 1040 if a Schedule C or Schedule E (rental income) is required. The 2018 tax form revisions eliminated forms 1040A and 1040EZ.
|Forms I Don't Charge Extra For|
|Child Tax Credit|
|Child and Dependent Care Credits|
|Self Employment Taxes|
|Alternative Minimum Tax|
|Depreciation of Business Property|
|Health Insurance / ACA Forms|
|Social Security Forms|
|Residental Energy Credits|
If you have a question call (757) 407-4189
Form 1065 (partnership) - $500 +$25/partner
Form 1120S (S-Corp) - $600 +$25/shareholder
Bookkeeping Fee - $200/hour (15 min increments)
Bookkeeping fees are rarely charged. They are added when I need to sort and total receipts, statements, or other documents in order to derive the information required to prepare the tax return. My time is valuable, especially during tax season. If you bring me the proverbial shoebox full of receipts or put a pile of unopened mail on my desk it adds time to the task of completing your tax return. I need to be compensated for that time.
There will never be any surprises. Clients will always be notified when bookkeeping fees will be added prior to the start of tax preparation services.
Cash, Checks, Credit, and Debit Cards are Accepted for Payment
I do not offer the option to have tax prep fees withheld from your refund.