IRS Form or Schedule	Description	Minimum Fee 2016	Additional Fees and Comments
FORM 1040 Schedule A Schedule B	Individual with medical deductions, real estate taxes, interest, dividends (qual & non-qual), Soc Sec and pension type income, contributions, miscellaneous itemized deductions	$420 Included	Each category of income can generally be from 1 - 5 sources, but as volume of accounts increase so does the fee. Other Forms and schedules not listed below may result in an increase in fee.
Sch C Form 8879 Depreciation	Separate business including Business Use of Home, Depreciable Assets & Vehicle Mileage	$270	Separate engagement required if we must compile or prepare your financial statements before preparing your tax return.
Sch D	Gains / losses from dispositions of capital investments	$200+ (depends upon # of sales transactions)	Fee can increase if cost basis work is required, other reconciliations (e.g. certain stock options or ESOP's), etc.
Sch E	Real estate rental and/or and royalty incomes	$145	$130 each rental thereafter; year of sale $400+
State income tax returns	Each additional State	$145-$245
Dependent Child's 1040 plus schedules	Federal only	$230
FORM 1065	Partnership (Books reconciled to prior year tax return and to subsidiary ledgers or accounts)	$1,360 +	$125 each partner > 2. Additional charges apply other forms, quantity of depreciable items, and complexity of company.
FORM 1120 S	S-Corporation (Books reconciled to prior year tax return and to subsidiary ledgers or accounts)	$1,360 +	$125 each shareholder > 2. Additional charges apply other forms, quantity of depreciable items, and complexity of company.
FORM 1120 C	Corporation (Books reconciled to prior year tax return and to subsidiary ledgers or accounts)	$1,550 +	Additional charges apply for other forms, quantity of depreciable items, and complexity of company.
State income tax returns	Partnership Tax Return (each State)	$300	$50 each partner > 2
State income tax returns	Partnership Tax Return (each State)	$300	$50 each partner > 2
State income tax returns	Corporation (each State)	$400 +	If S Corp $50 each shareholder > 2
Rush Prep Charge	Tax return source information (or request) received after Mar 21 or between Sept 21 and Oct 15	$125
Amended Returns	Correction to prior year	$235+	Depends on issues

Payment Terms: deposit for estimated 50% due upfront ($420 personal, $750 business); balance due at the time the tax return is delivered.

Progress Payment for work performed through April 15 is required if a tax return is extended.

Discounts provided to those business clients we perform year-round accounting and bookkeeping services.