INCOME TAX

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We value our client’s trust and believe in the principle of truthful advertising.  While most tax preparation firms will not post their tax preparation prices online, we want our clients to understand the model behind our pricing.  We pride ourselves on having a clear method to estimate the cost of our fees.  Please note, it is important to understand that each client is different and therefore, could be more complex.  We believe in fair pricing which reflects the client’s individual situation.

Schedule Appointment

WHERE'S MY IRS REFUND?      WHERE'S MY CA REFUND?      WHERE'S MY IRS AMENDED REFUND?      

 

  • EZ PERSONAL TAXES -- $105

Althought the IRS has removed the 1040EZ form, we will continue to offer a discounted rate for preparation of Federal and (1) State return that includes only W2 income, no dependents or itemizing. 

 

 

 

  • STANDARD PERSONAL TAXES – Starting at $125 

This includes preparation of Federal and (1) State tax return.  The base price includes W2 income, dependents, itemized deductions, daycare credit, earned income credit, and HSA.

Each additional form is $75.

Additional Costs: 1099-B (capital gains/investments), Estimated Tax Payments, Energy Credits, Eclectic Vehicle Credit, Sale of Primary Residence, Adoption Fee, Additional States 

 

  • PREMIUM PERSONAL TAXES – Starting at $255

This includes preparation of Federal and (1) State tax return. This includes all forms included in the standard personal tax.  The base price of a premium return ranges between $275-$410 and includes (1) business income (schedule C), (1) rental property (schedule E), OR (1) sale of a business property.   Each additional business and/or rental will be an additional $75-$110.

A 1031 exchange will be an additional $260.

Each additional form is $75.

Additional Costs: 1099-B (capital gains/investments), Estimated Tax Payments, Energy Credits, Eclectic Vehicle Credit, Sale of Primary Residence, Adoption Fee, Additional States 

 

  • BACK TAXES –Price per year will be reflected as the price of a standard or premium return. 

This includes preparation of multiple years of Federal and States taxes. 

If you do not have all of the required document, we can obtain your tax transcripts from the IRS and FTB.  However, this is an additional fee of $65.  This service may take up to 2 weeks.

 

 

 

  • 1041 ESTATE TAX RETURN – Between $525 and $1,250, depending on the complexity of the return. 

 

 

 

 

 

 

 

  • MARRIED FILING SEPARATE – Price varies on type of return. 

Married filing separate analysis (to determine whether you should file separately) is $125 on top of the cost of preparing both spouses returns.  You will incur this cost even if after the analysis you decide to file jointly.

If you do not need an analysis and are 100% certain you want to file separately, you must then decide how you would like to file; community property rules ($310 in addition to cost of separate returns) or by claiming 100% separate property (only the cost of each separate return) There are rules to each.
 

 

  • FOREIGN INCOME (FEC & 1116) – Starting at $450.

 

 

 

 

 

 

  • IRS GIFT TAX -- $325

Gifts over $15,000 must be reported to the IRS using a gift tax form. 

 

 

 

 

 

  • STRATEGIC TAX PLANNING WITH TRACIE 

                Personal Strategic Tax Planning: $145 
                Business Strategic Tax Planning: $185 
                Corporate Compensation, Retirement & Tax Strategies $495

                This appointment is for future planning purposes only. 


                1. Entity Structure
                2. Future tax questions
                3. Retirement Plans 
                4. Questions regarding your current business, reasonable compensation
                5. Getting Married
                6. Getting Divorced
                7. Buying or selling a Primary or Rental Home
                8. Selling or Buying a Business

 

  • CORPORATE & PARTNERSHIP RETURNS -- $525-$1,250

Price depends on gross receipts and complexity of the return.

 

 

 

 

 

  • AMENDED RETURNS -- $165-$450

Price depends on the complexity of the amendment.

 


 

 

 

END OF THE YEAR PROMOTION!

 

 

We accept cash, check, debit, and all major credit cards!
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Sacramento Office: 916-229-8178

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