Congratulations! Your search for an affordable tax planning and preparation service in Virginia Beach is complete. PIM Tax Services LLC is owned and operated by Paul D. Allen, CFP®, an Enrolled Agent and US Navy veteran. I founded this tax firm to provide genuine advice and tax services at prices that won't break your budget. It shouldn't cost a small fortune to comply with state and federal tax laws, or to be informed about the credits, adjustments, or deductions for which you might qualify. The mission of PIM Tax Services is to remove the stress from your tax filing experience.
The most common question asked of tax professionals is "how much do you charge?" Unfortunately, at most tax prep firms it is almost impossible to get a straight answer to that very reasonable question. Not at PIM Tax Services. 
***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.
