***Active Duty, Reserve, and Retired Military Personnel take an Additional 20% Off Individual Returns***
PIM Tax values your service to the United States.


 BASIC FEE (form 1040 and 1040SR)  $125 (includes all numbered schedules)
 Itemized Deductions (Sched A)  + $50
 Investment Income (Sched B) (interest and dividends)  + $15
 Sole Prop Business Income (Sched C)  + $125
 Capital Gains Income (Schhed D)  + $50
 Rental Property Income (Sched E pg 1) (1 property)  + $90
 Additional Rental Properties  + $50
 Trust, Estate, Partnership income (K-1)  + $50
 State Returns (with a federal return*)  + $50 (each state)
 Sale of Business or Capital Assets (4797 and 8949)  + $20
 Installment Sales (form 6252)

 + $125 first year

 Change of Accounting Method (form 3115)  + $150
 Cancellation of Indebtedness (form 982)  + $50
 Representation and Planning Services:
 Respond to a letter/notice**  $400 + $250/hour over 2 hours
 Examination (Audit) Assistance **  $600 + $250/hour over 3 hours
 Tax Planning & Strategy  $250/hour

 *State returns without a federal return are $100

**We do not provide representation services for tax returns we did not prepare



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 (+ $100 for state return)

Form 1120S (S-Corp) - $600 +$25/shareholder (+ $100 for state return)



Bookkeeping Fee - $250/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.