Add on charges
While the Base Charge covers many clients, additional fees are required for more complex tax situations
Preparation of Schedule D and associated forms and schedules. Includes all reporting of Capital Gains/Losses from sale of investment, real, or personal property such as stock sales, crypto sales or exchanges, and sale of personal residence. Note: If you use a "Robo" investment manager, you may have reportable "rebalancing" transactions even though you have not withdrawn any proceeds.
Preparation of Schedule E for up to 3 rental properties. Includes consultation and tax preparation, additional bookkeeping charges may apply.
Self Employment Income
Preparation of one Schedule C For sole proprietors and contract/gig workers. Includes consultation and tax preparation, additional bookkeeping charges may apply.
Preparation of forms and schedules required for Non-Residents or Ex-Pats. 1040NR, FBAR, form 2555 and related forms. Does not include Foreign Partnership or Foreign Investment reporting.
Passthrough Income Reporting
Preparation of Schedule E for up to 3 entities. Passthrough income from Partnerships, S-Corps, and Trusts/Estates is reported on Schedule K-1. You must report K-1 income on Schedule E. Some ETF's report income on K-1 as Limited Partnership income.
Estimated Tax Computation
If you receive significant income that is not subject to withholding you may be required to make estimated tax payments to avoid an underpayment penalty. Charge includes consultation and 4 estimated tax payment calculations (1 year).
2 states are included in the base charge. Select if you have additional states.
One additional State, $20
Three Additional States, $45
Billed at $35 per hour in ½ hour increments. May not be available from March 15 to May 1.