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Individual Tax Return
Our starting fee is $500 for standalone 1040 individual tax returns (most are $500 to $1,000).
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Business Tax return
Our primary focus is business consultation, deduction optimization and tax return preparation. Our starting fee is $800 for partnership and corporate tax returns depending on the quality of your accounting records (most are $1000 to $1,800).
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Online Accounting
Monthly Bookkeeping $300/Month – Bank Statements & Credit card statements
Add on $200/Month Payroll tax – Form 940, 941, W-2, W-3, Form 1099 Issue
Add on $200/Month Sales tax
Each month or quarter we'll do the following things for you:
• Reconcile your bank account
• Generate an income statement
• Generate a balance sheet
• Clean up your general ledger
• Provide unlimited consultations
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Other Services
• Answer your basic business, accounting, and tax related questions via phone or email
• Train and advice you on how to do your own bookkeeping and/or use your accounting software
• Integrate your accounting system with other business applications or business workflows
• Consult on QuickBooks-related Inventory Management, E-Commerce, Manufacturing workflows, excel data import, Custom Reports, etc.. (our technical areas of specialty)
• Clean-up/Organize the bookkeeping you have already prepared (or attempted to anyway). Or close your books (prepare completed financial statements) at the end of the month, quarter, or year. Sometimes referred to as “outsourced bookkeeping service”
• Prepare your monthly or quarterly sales tax returns
• Help you setup and prepare your payroll checks with withholdings
• Prepare your quarterly or annual payroll tax returns (including W-2s and 1099’s at the end of the year)
• Prepare your annual individual and/or corporate tax return
• Perform quarterly estimates for income tax and discuss decisions that impact tax liability, AKA “Tax Planning”
• Structure or Restructure corporate entity for ease of compliance and/or best tax treatment
• Help small business owners prepare documents for loan applications
• Revise your previous 2 years of tax returns to see if there are any obvious missed opportunities worth doing an amendment for
• Provide business/management advice beyond the numbers and taxes
| Fee Schedule | |
| Individual Tax Returns | Fee |
|---|---|
| Individual Tax Returns - Form 1040 – U.S. Individual Tax Return | $500 |
| Form 1040NR – U.S. Individual Nonresident Income Tax Return | $500 |
| Form 1040X – Amended Tax Return (Originally Prepared by CPA-tax service.) plus additional forms and schedules | $350 |
| Schedule A – Itemized Deductions | $0 |
| Schedule B – Interest and Ordinary Dividends (per item) | $0 |
| Schedule C – Profit or Loss from Business | $150 |
| Schedule D – Capital Gains and Losses (see form 8949) | $0 |
| Schedule E – Supplemental Income (per item) | $100 |
| Schedule E – Supplemental Income page 2 | $0 |
| Form 1116 – Foreign Tax Credit | $50 |
| Form 2441 – Child and Dependent Care | $20 |
| Form 2106 – Employee Business Expense | $50 |
| Form 3800 – General Business Credit | $100 |
| Form 8283 – Non-Cash Contributions | $20 |
| Form 1095-A/Form 8962 Health Insurance Marketplace Statement | $25 |
| Form 4797 – Sales of Business Property (per item) | $50 |
| Form 2555 – Foreign Earned Income Exclusion | $100 |
| Form 4562 – Depreciation & Amortization (per item) | $5 |
| Form 8829 – Expenses for Business Use of Your Home | $30 |
| Form 5695 – Residential Energy Credits | $100 |
| Form 5471 – U.S. Person with Certain Foreign Corps | $200 |
| Form 6251 – Alternative Minimum Tax | $50 |
| Form 8917 – Tuition and Fees Deduction | $25 |
| Form 8863 – Education Credits | $0 |
| Form 8867 – Paid Preparer’s Due Diligence Checklist | $50 |
| Form 8606 – Nondeductible IRAs (per form) | $20 |
| Form 8936 – Qualified Plug-In Electric Motor Vehicle Credit | $35 |
| Form 8824 – Like-Kind Exchanges | $150 |
| Form 8834 – Qualified Electric Vehicle Credit | $100 |
| Form 8949 – Sale and Other Disposition of Capital Assets (per item) | $25 |
| Form 9465 – Installment Agreement Request | $100 |
| Form 8379 – Injured Spouse Allocation | $100 |
| Form 8396 – Mortgage Interest Credit | $50 |
| Form 8839 – Qualified Adoption Expenses | $50 |
| Form 8889 – Health Savings Accounts (per form) | $10 |
| Form 8919 – Uncollected SS and Medicare Tax on Wages | $100 |
| Form 8911 – Alternative Fuel Vehicle Refueling Property Credit | $10 |
| Form 8814 – Parent’s Election to Report Child’s Interest and Dividends | $50 |
| Form 8958 – MFS Community Property Allocation | $100 |
| Form 8801 – Credit for Prior Year Minimum Tax | $30 |
| Form 8938 – Specified Foreign Financial Assets | $50 |
| Form 6781 – Gains and Losses from Contracts and Straddles | $25 |
| Form 4852 – Substitute for W-2 or 1099-R | $50 |
| Form 114 – Report of Foreign Bank and Financial Accounts (per item) | $50 |
| Form W-7 – Application for ITIN | $500 |
| Business Tax Returns | Fee |
| Form 568 – California Limited Liability Co. (as part of an Individal Tax Return) | $500 |
| Form 1120 – U.S. Corporation Income Tax Return (Gross Revenues < $250,000) | $800 |
| Form 1120 – U.S. Corporation Income Tax Return (Gross Revenues > $250,000) | $1,000 |
| Form 1120S – U.S. S Corporation Income Tax Return (Gross Revenues < $250,000) | $900 |
| Form 1120S – U.S. S Corporation Income Tax Return (Gross Revenues > $250,000) | $1,000 |
| Form 1065 – U.S. Partnership Return of Income (Gross Revenues < $250,000) | $900 |
| Form 1065 – U.S. Partnership Return of Income (Gross Revenues > $250,000) | $1,000 |
| Schedule K-1 – Only For U.S. Partnership Return of Income (per schedule) | $50 |
| Form 8825 – Rental Real Estate Income and Expenses (per property) | $100 |
| Schedule B – Interest and Ordinary Dividends (per item) | $5 |
| Schedule D – Capital Gains and Losses (see form 8949) | $0 |
| Schedule E – Supplemental Income (per item) | $80 |
| Form 8941 – Small Employer Health Insurance Credit | $50 |
| Form 8949 – Sale and Other Disposition of Capital Assets (per item) | $25 |
| Form 3800 – General Business Credit | $100 |
| Form 966 – Corporate Dissolution or Liquidation | $30 |
| Form 4797 – Sales of Business Property (per item) | $50 |
| Form 8824 – Like-Kind Exchanges | $150 |
| Form 2553 – S corporation election | $100-$200 |
| Form 8832 – Entity Classification Election | $100 |
| Trust/Estate Tax Returns | Fee |
| Form 1041 – U.S. Fiduciary Income Tax Return | $1,000 |
| Form 706 – U.S. Estate Tax Return | $1,000 |
| Schedule B – Interest and Ordinary Dividends (per item) | $5 |
| Schedule C – Profit or Loss from Business | $150 |
| Schedule D – Capital Gains and Losses (see form 8949) | $0 |
| Schedule E – Supplemental Income (per item) | $75 |
| Form 4797 – Sales of Business Property (per item) | $50 |
| Form 8949 – Sale and Other Disposition of Capital Assets (per item) | $25 |
| Form 8824 – Like-Kind Exchanges | $500 |
| Other Services | Fee |
| Consultation (hourly rate) | $300 |
| LLC Formation in California (includes initial state filings fees, EIN, and S corporation election if necessary) |
$800 |
| Corporation Formation in California (includes initial state filings fees, EIN, and S corporation election if necessary) |
$800 |