Pricing Scale
Pricing Scale
Includes:
/Per Year
- Form 1040 and Oregon 40/40P/40N
- W-2 income
- Dependents
- Child Tax Credit
Includes everything in Basic, plus:
/Per Year
- Schedule A (Itemized Deductions)
- 1099-Rs (Retirement Income)
- Social Security income
- Interest & Dividends
- Education Credits
- Retirement Savings Credit
- Federal/State extension (no balance due calculation)
Includes everything in Basic & Standard, plus:
/Per Year
- HSA Forms
- Non-Cash Charitable Contributions (over $500)
- Residential Energy Credits
- Capital Gains/Losses (Schedule D)
- K-1 Forms
- Schedule H (Household Employer)
- Premium Tax Credit
- Earned Income Credit
- Dependent Care Credit / Oregon Working Family Credit
- Federal/State extension
starting from
- Starting with Basic LLC Fee of $150 and more depending on State Fee. )
- Free 1st year Agent Registered Service
- EIN Business Tax number
- Add-ons:
- $100 for BOI Filing
- $50 For Expedited Filing/Service
Includes:
/Per Year
- Preparation of 1099 forms & 1096 informational return
- $25 (with tax return service) / $50 (stand-alone)
- Additional charges for Oregon iWire, postage, and handling
- Determining 1099 amounts charged at hourly rate if needed
Includes:
Per Year
- Detailed review of a previously filed tax return
- Credit and deduction verification
- Error identification and recommendations
- Q&A for the reviewed year
- Fee credited toward amendment if applicable
- Available only during off-season (May 1 – January 1)
per Document Notarized
- Notrary Services starting from $5/Document Notarized
- Mobile Service Fee seperate depening on the Mileage of the Service Area.
Includes everything in Basic, Standard & Advanced, plus:
/Per Year
- One business (Schedule C), rental (Schedule E), or farm (Schedule F)
- Depreciation & Amortization
- Section 179 Expense
- Self-Employment Tax Calculations
- Health Insurance Deduction (Self-Employed)
- SEP Planning & Deductions
- Estimated Tax Calculations (Federal & State)
- Tri-Met Return (including extension if needed)
- City of Portland/Multnomah County Return or Exemption
- Additional Schedule C, E, or F: $100 – $200 each
- Bookkeeping (if required): $100/hour
Factors That Could Impact Pricing
Income over $125,000. If your are a higher income earner and live or work in the Metro district or Multnomah County you may be subject to additional taxes. There is a charge to complete these returns.
Income over $200,000. You are typically required to pay additional Medicare and possibly net investment income taxes. There is a charge to complete these forms.
Sale of a Home, sale of stock, K-1 income, and trust or estate income may require additional forms. There is a charge to complete these forms.
Having over $10,000 is foreign financial assets. Additional forms and returns may be required. There is a charge to complete these returns and forms.
Income from another state or moving during the year. Additional state returns may be required. There is an additional charge to complete these returns.
Other Tax Issue Pricing Fees for tax assistance depends on the complexity of the case. IRS Audit/ Probe: Price starts from $500 depending on the nature of the audit.