***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
 Additional Services:
 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
 Schedule EIC
 Child Tax Credit
Education Credits
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
IRA Contributions

 

Amendments (click for pricing)

If you have a question call (757) 407-4189

 


 

Business Returns:

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.