Fee information
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Tax Topics
Individual Return Key Filing Dates
Key Federal filing dates for Individuals are listed here.
Recordkeeping Requirements
How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.
Client Advisor
Fee Schedule
1 W-2 and Pensions only, no sch A $125.00
2 W-2 and pension, w/sch A $200.00
3 Sch C (simple), or Sch E rental (one rental only) $250.00
4 Sch C and Sch E page 1 (rentals) $350.00
4a plus $40 per additional rental
The following forms will generate an additional fee of $40 each:
1Form 2106 Business Expenses
2Form 2441 Child Care Credit
3Sch D
4Sch E, p2
Schedule D-1 will be billed at the rate of $2.50 per entry
This list is not necessarily all-inclusive; they are the ones used the most frequently. From time to time, other forms come up that require additional work; they will also be billed at the rate of $40 per form unless otherwise notified.